Workaround: Dynamic Forms for Standard objects

Dynamic Forms and Actions is one most impressive recent release feature. However, at present we can only use them for custom objects! 😦

Bummer, I know right!

But there is a workaround, at least for dynamic forms, that you can use for standard objects until Salesforce makes it available for standard objects.

Idea

The idea here is to use a Quick Action and Related Record standard lightning component on the lightning record page with conditional visibility.

Let’s try to make it work with a simple use case!

Use case

To keep it very simple, let’s say we want to only show the Opportunity Amount when the Stage when it’s closed.

Let’s roll!

Step 1: First step here would be to remove the Amount field from page layout.

Step 2: Create a quick action of type ‘Update Record’ and give it a relevant name. Hit Save.

Step 3: In the layout of the quick action, add the amount field and hit Save.

Step 4: Open any opportunity record, click on the gear icon on the top right corner and select ‘Edit Page’. Pick and drag the ‘Related Record’ component from the list of components in the right pane onto the page.

Step 5: In the configuration panel of the component on the right, select quick action we just created in the ‘Update Action’ field. Make sure to set the ‘Lookup field’ as ‘Use this Opportunity’.

Step 6: Finally set the component visibility on the component to show only when the stage is ‘Closed Won’ or ‘Closed Lost’. Save the lightning page.

And, you’re all set! 😎

Quick Demo(Make it Public)

Hope this was an interesting read for you! Catch you in the next one! ✌ And thank you for being an awesome reader! Subscribe to this blog for receiving all the latest updates straight to your inbox. 🙂