Definition
Dynamic Forms is a Lightning Experience feature that allows fields and form sections to be placed individually as components on record pages with visibility and read-only rules applied. Unlike traditional page layouts, Dynamic Forms enable conditional visibility at the component level for enhanced user experience.
Real-World Example
Consider a scenario where a CRM manager at Summit Group is working with Dynamic Forms to centralize important business data in one place. With Dynamic Forms configured to match their workflow, the team can quickly find relevant information, track changes over time, and generate reports that drive strategic decisions.
Why Dynamic Forms Matters
Dynamic Forms is a Lightning Experience feature that allows admins to place fields and form sections individually on Lightning record pages, with conditional visibility and read-only rules applied at the field level. Unlike traditional page layouts (which control the entire detail section as a single block), Dynamic Forms breaks the form into individual components that can be added, removed, or hidden independently using Lightning App Builder.
The result is much finer-grained control over what users see. Different fields can show or hide based on the record's data, the user's profile, or other context, without building separate page layouts for every variation. This dramatically simplifies maintenance for orgs that previously relied on multiple page layouts to handle different user populations or record states. Dynamic Forms is the modern recommendation for building Lightning record pages and is rapidly replacing the older page layout model for any object that supports it.
How Organizations Use Dynamic Forms
- •BrightEdge Solutions — Migrated their Account page from a monolithic page layout to Dynamic Forms. Different fields now show or hide based on Account type without needing separate page layouts.
- •NovaScale — Uses Dynamic Forms with conditional visibility to show compliance fields only when the record's industry requires them. Most users never see fields that don't apply to their work.
- •Coastal Health — Built a Patient page with Dynamic Forms where clinical fields show only for clinical staff and administrative fields show only for admin staff, all from a single record page.