What is a Dynamic List? #
Component Overview:
Dynamic List is a component in the form that allows you to:
- Add multiple records
- Edit them
- Delete them
Example: list of Contacts, Products, Invoices, etc.
Setup in the Editor #
Step 1: Go to the Editor
Add and set up the component in the Editor. Go to the Editor.
Step 2: Add the component
Add the ‘Dynamic List’ component to the layout.
Step 3: Data Sources & Object API Name
Set up Data Sources and the Object API Name for the Dynamic List.
Note:
You can only use a Data Source with Record Type = List of sObjects.
Also, only one Data Source with Record Type = List of sObjects can be used on the form.
Step 4: Add components inside
You can add other components inside the Dynamic List. For example, a Text Field component.
When configuring it:
- The Data Source must be the same as the Dynamic List (Record Type = List of sObjects)
- Set the correct Field API Name
Note: You cannot use the Attachments component in a Dynamic List.
Instead, you can use the Multiple Documents component.
Dynamic List Logic — Default number of items + Allow add/delete items #
Allow add/delete = TRUE
Default number of items = 0
The Viewer will display:
- All existing records (from prefill)
Additionally:
- The “Add new” button is available
User can:
- Add new items
- Delete items
Allow add/delete = FALSE
Default number of items = 0
The Viewer will display:
- All existing records (from prefill)
However:
- The “Add new” button is NOT available
User:
- Cannot add new items
- Cannot delete items
Default number of items > 0 (e.g. 1, 2, 3…)
Regardless of Allow setting, the Viewer will display:
- all existing records (from prefill)
- + additional empty items based on Default value
Examples:
- Default = 1 → all existing records + 1 empty item
Dynamic List Collapse Logic #
Collapse setting
Disable collapse = TRUE
All items in the Viewer are:
- Expanded (not collapsed)
Disable collapse = FALSE
Items in the Viewer are:
- Collapsed by default
Only a specific number of items remain expanded based on:
Number of non-collapsing items
Number of non-collapsing items
Defines how many items stay expanded. The rest of the items will be collapsed.
Examples:
- Value = 1 → only 1 item expanded, others collapsed
- Value = 2 → 2 items expanded, others collapsed
| Minimum value is always 1. If 0 is entered, the system throws an error. |
Final Step #
Generate a Form Request
After completing the form setup in the Editor, you can go to the record and generate a Form Request.
