Learn Conditional Formatting and Get Hands-On with Dynamic Forms
Learning Objectives
After completing this unit, you’ll be able to:
- Make record fields stand out with conditional formatting.
- Get hands on with the Dynamic Highlights Panel.
Make Record Fields Stand Out with Conditional Formatting
Help users quickly identify the most relevant information on a record page by applying formatting to fields. In Lightning App Builder, give fields on Dynamic Forms-enabled pages custom icons and colors that can appear, disappear, and change color based on the criteria and rules that you define. These conditions can be based on the field’s value or on the values of other fields on the page.
Conditional formatting uses rulesets, which are collections of rules. Each rule is made up of conditions that determine how and when formatting appears on a field. You can view, edit, and delete rulesets for an object with the new Conditional Field Formatting node in Object Manager.
This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
To apply conditional formatting to a field, open a Dynamic Forms-enabled record page in the Lightning App Builder and click the field on the canvas. In the field’s property panel, use the Conditional Formatting property to assign an existing ruleset or to create one.
For example, you have a Customer Sentiment field on a page with available values of Positive, Neutral, and Negative. You can add conditional formatting to the field with rules configured to show a green happy-face icon when the field value is Positive, a yellow neutral face when the value is Neutral, and a red sad-face icon when the value is Negative. This way, viewers can instantly see the sentiment value based on the style and color of the icon.
In this unit, you learned about conditional formatting and rulesets, which help a user identify important information on a record page.
Get Hands-On with Dynamic Forms
Now, it’s time to apply your knowledge of dynamic forms from the previous unit in this hands-on challenge to complete your Platform App Builder certification.