Hi friends!
As we're working on our migration from fC to Grantmaking, the folks at Sputnik are recommending we move from using Request Record Types to Dynamic Page Layouts. In theory it sounds good, but to be honest, I'm having a hard time wrapping my head around how it works. I'm working on the Trailhead about it, but I'm wondering if there's anyone here who's currently using it and wouldn't mind Zooming with me and showing me in "real time" how it works?
Thanks so much!
Kelly
hi all! I've implemented dynamic forms for a few clients and personally love it :) Provides a lot of flexibility to only show what is actually important at that particular stage or for that particular grant program (fields, tabs, buttons, related lists, flows, etc.) Also, in the long run, it reduces the burden on the admin having to manage a bunch of different page layouts. While it takes some time to plan out the different visibility criteria and test, I've found it extremely helpful!
Happy to show folks around if there is interest!
