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