Question 83 - Certified User Experience Designer discussion

Dynamic Forms is a feature that allows users to customize the form fields and sections displayed to users on a page layout. Dynamic Forms can be used to create user-centric, intuitive, and dynamic record creation screens for custom objects, such as Appointment.When creating a record using Dynamic Forms, the UX designer should consider the following two aspects12:

The use of tabs when creating the record is not allowed. Dynamic Forms does not support the use of tabs within the form, as tabs are not compatible with the record creation process. Tabs are only available for viewing or editing existing records, not for creating new ones. Therefore, the UX designer cannot use tabs to separate the fields for different record types or software options on the record creation screen.

Fields can be organized into sections. Dynamic Forms allows the UX designer to group fields into sections, and place them anywhere on the page layout. Sections can have labels, collapsible headers, and visibility rules. The UX designer can use sections to create a logical and clear structure for the form, and to show or hide fields based on user input, data, or profile. For example, the UX designer can create a section for each software option, and use visibility rules to display only the relevant section based on the user's selection.

The following two aspects are not true when creating a record using Dynamic Forms, and should be disregarded:

The form will not be available on mobile devices. Dynamic Forms is compatible with mobile devices, and the UX designer can preview and test the form on different device sizes and orientations.The form will automatically adjust to the screen size and layout of the mobile device, and provide a responsive and consistent user experience3.

All software option sections of the form will always be visible. Dynamic Forms allows the UX designer to use visibility rules to control the visibility of fields and sections on the form. Visibility rules can be based on user input, data, or profile. The UX designer can use visibility rules to show or hide software option sections based on the user's selection of the record type or the software option.This can reduce the clutter and complexity of the form, and provide a personalized and flexible user experience4.Reference:Get Started with Dynamic Forms Unit | Salesforce Trailhead,Salesforce Dynamic Forms: Overview & Deep Dive Tutorial,Dynamic Forms and Actions FAQ | Salesforce Help,Create Dynamic Forms with Visibility Rules | Salesforce Trailhead