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Dynamic Forms, Actions, Lists and More!

Please use this community to post feedback, ask questions, and engage with other Trailblazers. Key players in the Dynamic Forms, Actions, Related Lists and List Views efforts from Salesforce engineering and product will engage with your feedback here. Product Managers: Julie Thompson, Elizabeth Martin, Nate Hossner and Brinkal Janani Architect: Kavitha Musthyala Group Admin: Brinkal Janani
Pinned

Hello,

 

I am reaching out to understand how are you leveraging "Lighting Usage Apps" and "Optimizer" tools in your org. I am evaluating future of these tools and also checking if these should be deprecated. So if you rely on these tools for your business, reach out to me !

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Hello,  

 

I have the following relationship structure.   

 

 Single Contract <  Many Orders <  Many Invoices.  

 

Is there a way to show All invoices that are related to all orders for the contract on the contract related list. 

 

 

1 answer
  1. Feb 18, 2:43 PM

    Hi @Theyazen Aqlan

     

    You could create a lookup to contract on invoices and just populate it with a Before Save record triggered flow so that it inherits the contract from the order. Then if you use the Dynamic Related List - Single component you could give the list a Label of 'All Invoices' or something of that sort.

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I stirred up things a bit yesterday (on LinkedIn) suggesting Page Layouts were ready for the scrap heap. With over 70,000 impressions in 24 hours, there was quite a bit of interest and discussion about what is still missing. Key findings and what we would like to see in an updated roadmap are:

 

1) Experience Cloud - currently no support for Dynamic Forms, Dynamic Actions or Dynamic Related Lists. This is not on the current roadmap but in Nov 2023, Julie Thompson (Salesforce) posted here: "We hope to bring dynamic forms to Experience Cloud in the future." - that's great Julie, but can we have an estimated date?

 

2) Objects still missing support for Dynamic Forms and Dynamic Related Lists include:· 

  • Campaign
  • Campaign Member
  • Events
  • Files
  • Notes
  • Opportunity Product
  • Price Book
  • Price Book Entry
  • Product
  • Service Appointment
  • Tasks
  • Work Order
  • Work Order Line Item

Can we get an update on the plans for these objects?

 

3) Inline Editing. Whether editing list views, related lists or reports (inline) it appears that the field to be edited must be in a page layout for the user to be able to edit it, otherwise a padlock shows beside the field.

When will this be resolved?

 

4) Path - as for inline editing, key fields must be on a page layout even if the path resides on a Dynamic Form.

When will this be resolved?

 

5) Printable View - as for path.

 

6) Data Import Wizard - For import of leads, accounts, contacts, respects record types and uses page layouts to determine fields for mapping.

 

7) Quick actions - when adding custom fields to the mini layout for a quick action, these fields must exist on a page layout.

 

8) Mobile App - Dynamic Related lists not supported yet.

 

9) Field Service Mobile - missing most of the dynamic functionality.

 

10) Features needed for managing Dynamic Forms - a) search for a field b) how to retire 100's of Page Layouts, c) A "who sees what" type feature when you have a complex dynamic form with many conditional visibility settings (eg supporting multiple record types with one page)

26 answers
  1. Jan 30, 2024, 3:24 AM

    Below are the answers I've gathered for these items. I've linked Idea Exchange items where relevant. I encourage everyone to vote on these items if they are important to you; it really does help us gauge what's most relevant.

     

    1) Experience Cloud - currently no support for Dynamic Forms or Dynamic Related Lists. This is not on the current roadmap but in Nov 2023, Julie Thompson (Salesforce) posted here: "We hope to bring dynamic forms to Experience Cloud in the future." - that's great Julie, but can we have an estimated date?

     

    Response: We are currently targeting Summer ‘25 for Dynamic Forms in Experience Cloud (LWR). 

     

    2) Objects still missing support for Dynamic Forms and Dynamic Related Lists include:· 

    • Service Appointment Targeting Summer ‘24
    • Work Order Targeting Summer ‘24 (idea exchange item here)
    • Work Order Line Item Targeting Summer ‘24 (idea exchange item here)
    • Product Targeting Summer ‘24 (idea exchange item here)
    • Campaign Targeting Winter ’25 (idea exchange item here)
    • Tasks & Events Targeting FY25, but no specific release target yet (idea exchange item here)
    • Opportunity Product No specific release target yet (idea exchange item here)
    • Campaign Member: Under development now, but no confirmed target release yet. Multi-release effort.
    • Price Book Targeting Summer ‘24
    • Price Book Entry Targeting Summer ‘24
    • Files - Doesn’t support customizable layouts, so will not support Dynamic Forms
    • Notes - Doesn’t support customizable layouts, so will not support Dynamic Forms

     

    3) Inline Editing. Whether editing list views, related lists or reports (inline) it appears that the field to be edited must be in a page layout for the user to be able to edit it, otherwise a padlock shows beside the field.

    When will this be resolved?

     

    List Views / Related Lists: This was originally designed as a way for admins to manage field inline editability but as we move away from page layout editor, it seems to be becoming a non-intuitive blocker. This is not on the FY25 roadmap, but is under consideration for the future. Idea exchange items here and here.

    Reports: No specific target release yet. Idea exchange item here.

    4) Path - as for inline editing, key fields must be on a page layout even if the path resides on a Dynamic Form. When will this be resolved?

     

    Response: No specific target release yet; idea exchange item here.

     

    5) Printable View - as for path.

     

    Response: No specific target release yet; idea exchange item here.

    6) Data Import Wizard - For import of leads, accounts, contacts, respects record types and uses page layouts to determine fields for mapping.

     

    Response: Not currently on roadmap; would request creating an idea exchange item if this is important to you.

    7) Quick actions - when adding custom fields to the mini layout for a quick action, these fields must exist on a page layout.

     

    Response: No plans to address in FY25; under consideration for future.

     

    8) Mobile App - Dynamic Related lists not supported yet.

     

    Response: The Lists team has been working hard on bringing Lists to LWC and is planning to retire the top idea exchange items for Lists this year: Default & Multi-Column Sort, and Related List Inline Edit. Dynamic Related Lists on mobile is a stretch goal for FY25, but we don't have a target release yet.

     

    9) Field Service Mobile - missing most of the dynamic functionality.

     

    Response: The Field Service mobile app has a native record page and doesn't use Lightning App Builder or Lightning Record pages. The Field Service Mobile team is working on a path towards adding additional functionality, but doesn't have it on their roadmap in FY25. We'd recommend opening idea exchange items specific to the Field Service mobile app for the functionality you're looking for.

    10) Features needed for managing Dynamic Forms

     

    a) search for a field 

     

    Response: We're assuming you're referring to “Where is this used?” (idea exchange link). We are tentatively targeting Summer '24.

     

    b) how to retire 100's of Page Layouts

     

    Response: We have some initial ideas for a migration wizard in the works, but unfortunately won't be able to get to this in FY25. Would love to hear thoughts and ideas re: how you might like this implemented here

     

    c) A "who sees what" type feature when you have a complex dynamic form with many conditional visibility settings (eg supporting multiple record types with one page)

     

    Response: This has been discussed, but we won't have the resources to get to it in FY25.

     

    Additional feature parity gaps

    Please continue to vote on the following items if they are a priority for you:

    • Ability to hide section headers: link
    • Ability to use 1 or 2 columns in the same field section (arguably linked to the above): link
    • Dynamic Forms on custom templates: link
    • Live data in preview: link

    ...and enhancements:

    • Conditional formatting of field values: link
    • Allow a custom LWC component to be treated like a field: link

    Thank you for your patience as we work with the limited resources we have available. We always appreciate the feedback, as it helps us better prioritize the features we spend time working on. Comments on idea exchange items outlining the use case you're targeting and why a specific feature will help you are also always very much appreciated!

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I know that you can hide Checkboxes on a dynamic related list by hiding the action bar, however sometimes the only action I need to show is a "New" action and so the checkboxes have zero purpose and just take up real estate on the view.  

 

I am wondering if anyone has recommendations for this or if there's a roadmap item to provide greater control around when checkboxes can be shown/hidden?

3 answers
  1. Feb 11, 6:47 AM

    Hi @James Ruming

    To make the checkbox disappear, you can disable Enhanced List View or Inline Editing by following these steps:

    1. Go to SetupUser Interface.
    2. Uncheck Enhanced List View or Inline Editing checkbox.

    Hi To make the checkbox disappear, you can disable Enhanced List View or Inline Editing by following these steps:Go to Setup → User Interface.Uncheck Enhanced List View or Inline Editing checkbox.

     

     

    This should resolve the issue of the checkbox appearing.

    Thanks! 

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Hello,

 

I couldn't complete the challenge above to maintain my certificate since I kept getting the Select Insertion Point warning.

 

I tried everything: new playground, creating the record page from App Builder and from the record, dragging the Account Name to the canvass. Same error

 

I just found out that, first, I had to drag the Field Section on the canvass to create a brand new section, then I was able to see the fields of the Account parent object clicking on the Account Name >.

I hope this can help someone!

 

Honestly, the module is quite unclear!

 

Thank you

Francesca

14 answers
  1. Feb 6, 5:34 PM

    Hi All,  

     

    the best solution I found is, First click and drag the 'Account Name' from left panel and place it under Lead source. Once Account Name is added under Lead Source, then click on Account Name in the left panel and you will be able to get in the account object field. Then Annual Revenue field under Lead Source and manually delete the Account Name field. Save and activate it as org default. Hurrrayyyyy, you are done! 

     

    Regards, 

    Sourav Ghosh

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Hello,

Is it possible to create a field visibility filter using Created Date or Last Modified Date? This is for the Account Object. I have not been able to figure this out.

My goal is to use Dynamic Forms to change what fields display when users create a new Account Record. We have about 50 fields but only 10 actually need to be visible when creating a brand new Account.

Thank you!

#Dynamic Forms #Sales Cloud #Salesforce Admin

5 answers
  1. Jan 10, 2024, 2:22 PM

    Hello, I have done this on some pages with using a filter Created By > Alias Not Equal to blank. 

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With all due respect to the hard-working product teams associated with the App Builder and Dynamic Forms, I am disappointed in the lack of progress in Spring '25 as I read the release notes.  Perhaps I am missing something?

 

Can we get an updated roadmap of the capabilities and features needed to reduce our use of the page layout editor?

@Julie Thompson @Nate Hossner @Elizabeth Martin

With all due respect to the hard-working product teams associated with the App Builder and Dynamic Forms, I am disappointed in the lack of progress in Spring '25 as I read the release notes.

9 comments
  1. Jan 21, 5:56 PM

    Is there a backlog item for the Location object to be updated to support Dynamic Forms @Elizabeth Martin? LocationGroup and other related objects are supported but not the Location object itself. Thanks!

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Excited to share Jennifer W. Lee's much awaited blog post covering the Winter '25 release highlights! 

Click through to view demos and learn more about Conditional Field Formatting and the Dynamic Highlights Panel, two new features available as of the Winter '25 release: https://sforce.co/3X7hAG5

3 comments
  1. Dec 21, 2024, 1:39 PM

    @Elizabeth Martin my feedback on the Dynamic Highlights Panel:

    With a wide viewport, there's way too much white space between columns, negatively impacting usability. This is is reflected in the following existing idea:

    - Reduce whitespace in Dynamic Highlights Panel

    To quote Nick Gibbons' comment on the second below idea (belonging to the first idea): "The new dynamic highlights panel is much taller than the existing highlights panel for the same number of fields. There's way too much whitespace currently, regardless of display density settings."

    There is only too much widespace if you have a wide viewport. As wide viewports are becoming more common, I believe that the current max. of 7 columns is not adequate and should either be removed or be made configurable.

    For my personal use, as I'm constantly using a wide viewport (> 3700px), the extra whitespace is a showstopper. The detriment of the UX impact exceeds the value I would get from additionally highlighted fields.

    There is also a related idea:

    - Uniform display of fields in Dynamic Highlights Panel (6 fields each row)

    Obviously, I don't agree with limiting the fields per row to 6/ locking them in a symmetric grid, as that goes against the UX I would like to see. Curiously, this idea has more votes than the other one. That said, both ideas have hardly any votes.

    I do agree with the proposed alternative, which is identical to my proposal above: "Alternatively, have the 'maximum number of columns per row' as a configurable option when building the dynamic highlights panel."

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Not sure if this the right place to post this - please tag other groups if you know who else might be able to weigh in. I have enabled #Multi-column sort and the icon is available in the list views for many objects - standard and custom. But not for Products. Do we know why?

 

#Winter25 #New Releases #List View 

6 answers
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@Julie Thompson Many of us are operating under the assumption that one day we will no longer need to use Page Layouts for any purpose.  Would you have an up-to-date document that lists where we still need to use Page Layouts?  It would include something like:

Thanks!

3 answers
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