Salesforce - Set up DataQ Dynamic Forms

Support DQE
Support DQE
  • Updated

Two components have been specifically developed to handle Salesforce Dynamic Forms:

  • dqeone:DQE_Create_Record_Dynamic: overrides the New button
  • dqeone:DQE_Edit_Record_Dynamic: creates a new Edit button and replaces the standard edit action

The following conditions must be met.

Dynamic Form requirements

  • A Lightning Record Page assigned at the profile or app level must be configured for the application in which the creation form will be opened.

OR

  • A Lightning Record Page defined at the Org Default level and labelled as follows: [SObjectName]_Record_Page

OR

  • Only one Lightning Record Page is defined for this SObject.

Supported visibility rules

Rules can be defined based on:

  • the record
  • the user
  • the client, such as the browser or form factor

Permission-based rules are not currently fully supported.

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