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lsatonylsatony 

dynamic forms

is is possible to create "dynamic" forms in salesforce (SF)?  example - we have a host of services that we offer, and would like to create one object in SF to handle all of the service requests.  for example -

 

  • a user could choose a service and a set of fields would appear
  • a user could add more services, making another set of fields appear

Can SF load different fields dyanmically based on a user's seletion in a checkbox or dropdown?
shillyershillyer

Take a look at Record Types.

 

Hope that helps,

Sati

lsatonylsatony

thanks!  i've looked into record types, but it seems that you can only select the fieldset when first navigating to the object.

 

i'm looking for functionality that would dynamically create and remove fields in real-time based on the user's seletions.

Gary RalstonGary Ralston
Hey lsatony,

Yes, It is possible to create 'Dynamic forms' in Salesforce. Dynamic forms provide users with the ability to customize the form fields and sections displayed to users on a page layout. This allows for flexibility in terms of placing fields and sections wherever they want on a page. Also, it provides the functionality to use visibility rules to show and hide fields and sections based on user input or other criteria. This allows for the forms to be tailored to specific needs and provide a more personalized experience for users.

For a thorough understanding of dynamic forms in Salesforce, visit the article at https://arrify.com/dynamic-forms-in-salesforce/. This guide offers a complete understanding of dynamic forms, including what they are, their capabilities, and step-by-step instructions on how to create dynamic forms in Salesforce.