Idea 6:  Display different columns on a page based on field data.

From the IdeaExchange: Dependent page layouts - data rules to show, hide, or make fields/sections req'd

There are times when it would be ideal to show different fields or sections on a page based on field data…Allowing greater customization on the page level based on data rules would make for more manageable and targeted page layouts.

As an admin, you’re always seeking ways to optimize workflows. And the more autonomy you can give users in their processes, the better. Some users need to see different columns than others based on specific criteria in order to complete their daily tasks. Today, this level of customization in Salesforce isn’t fully supported and would require CSS (i.e., more time and money). 

While the solution for this idea has been partially delivered with Dynamic Forms, currently, this is not available  for Standard objects. That’s where Skuid can help. With Skuid you can conditionally render anything: fields, buttons, columns, charts, groups of components, individual components, etc. 

You can use Skuid dynamic rendering logic anywhere in Salesforce, including Experience cloud and Mobile.

The solution: Facilitate user-customizable table views, data exports, and more.

Using Skuid, you can let users individually choose which columns to show in their tables and provide other customization options, making for a better experience. In this video, we demonstrate modifying table properties in the Skuid Composer to achieve this. Learn how to:

  • Allow users to reorder and hide columns.
  • Enable table data exports to CSV.
  • Deploy these updates to Lightning.
  • Optimize horizontal scrolling.
  • Set up conditional rendering for columns based on field-level values.

Key takeaways

  • Set up as many filters as you need for an optimal experience.
  • Give users more autonomy in how they view and interact with tables.
  • Curate customizable experiences without building multiple pages to handle variants.

Resources

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