Upgrade to Dynamic Forms | Quick Start: Dynamic Forms

Published: 24 March 2023
on channel: Saurabh Infotech Solutions

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Quick Start: Dynamic Forms: • Quick Start: Dynamic Forms

Upgrade to Dynamic Forms: https://trailhead.salesforce.com/cont...

If not, from the App Launcher App Launcher, find and open Playground Starter and follow the steps. If you don’t see the Playground Starter app, check out Install a Package or App to Complete a Trailhead Challenge on Trailhead Help.

Click the Install a Package tab.
Paste 04t4x000000lxVE into the field.
Click Install then select Install for Admins Only.
Add a check to the I acknowledge that I’m installing a Non-Salesforce Application checkbox, then click Install. When your package is finished installing, you see a confirmation page and get an email to the address associated with your playground.

Note: Get the “This package can't be installed” error?
Click the Astro icon in the upper right corner, and select Settings.
Click Language & Time Zone in the My Personal Information section.
Adjust the Locale to English (United States).
Click Save.
Return to the Playground Starter app and install the Managed Package.
Click Done.
Get Dynamic
With the custom object loaded into your org, it’s time to step into the wonderful world of Dynamic Forms! Use the Lightning App Builder to upgrade the records of your custom object to use Dynamic Forms.

Click the App Launcher App Launcher.
Search and select Laptop Warranties.Note: If you see the “You can't view this item in Lightning Experience. Open in Salesforce Classic” error message, try refreshing the page or opening the Sales or Service app. Then search for your new custom object again. It's a web browser cache issue.
Click the down arrow next to Recently Viewed, and select All Records.
Open the Keith Jones record.
From the Keith Jones record, click the gear icon and select Edit Page.Edit Page highlighted in the Setup menu.
Click the page area below the Related and Details tabs.
Details section selected with Record Detail opened.
Click Upgrade Now in the Record Detail to upgrade to Dynamic Forms.
Click Next.
Select the radio button next to Laptop Warranty Layout.
Click Finish.
Customize the Record with Dynamic Forms

With the Information component selected, select 1 Column in the details panel on the right.Information section highlighted, Field section menu opened.
Drag and drop the Expiration Date field to below the Active Warranty field.
Drag and drop the Support Level field to between the Active Warranty and Expiration Date fields.
Note: The order will now be Active Warranty, Support Level, and Expiration Date.
With the Support Level field selected, click Add Filter in the details panel on the right.
With Record Field selected, enter and select Active Warranty in the Field input.
Ensure the Value is set to True.Filter applied to the Support Level field.
Click Done.
Click the Expiration Date field in the information section.
Repeat steps 4 through 7 to adjust the visibility of the Expiration Date field to only show when Active Warranty equals true.
Note: Only the Support Level and Expiration Date fields should have filters (indicated by the orange eye icon) placed on them.
List of fields with filter icon associated with Support Level and Expiration Date fields.
Click Save and then Activate.
Click Assign as Org Default.
Select Desktop and phone.
Click Next and then Save.
Click the back arrow in the upper left to leave the Lightning App Builder.
Test the Dynamic Forms
If necessary, navigate back to the Keith Jones record. Note: The Support Level and Expiration Date fields are not currently visible in the Fields section.
Click the pencil to the right of the Active Warranty field to edit.
Add a check to the Active Warranty field.
Notice that the Support Level and Expiration Date fields appear when the check is applied.
Select a Support Level for this record.
Enter any future date as the Expiration Date for this warranty.
Click Save.
00:00 Introduction
05:40 Laptop Warranties
07:52 Record with Dynamic Forms

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