How to incorporate Form into the Lightning Page

You can embed Form to any lightning page in your organization.

Go to the page edit mode (1):

Select Flexi KanBan Form component (2) in the components list and put to the page section you need:

General Settings

Fill in Form Id (3) (Copy the Id from your Form Settings tab).

• Record Id

• Fill in Record Id if you need to overwrite context record Id. By default current record Id will be passed to the Form.

• Form mode

• The form mode: View or Edit.

• Context Fields

• Allow to pass parameters to the form from the Context object.

• Use JSON key/value format to pass the context record field values to the form. The 'key' is the parameter name, the 'value' is the field api name.

• Example: The form source object is Contact(FirstName='Jim', LastName='Lee'). The contextFields in this case may look like:

• {"fnameParam":"FirstName", "lnameParam":"LastName"}

• In the form the merge field {$FormParameters.fnameParam} will be replaced with "Jim".

• Parameters

• The additional form parameters in JSON key/value format. You can access them through $FormParameters context object.

• Example:

• {"param1":"value1", "param2":"value2"}

• In the form the merge field {$FormParameters.param1} will be replaced with "value1".

• Entire Height

• Select this mode if you want to see the entire height form.

Component Visibility

You can add filters to show form component conditionally.

Conditions can be based on Record fields, Related Objects fields, Device type, User fields, Permissions.

Select Record field tab (4) if you need to use current object fields.

Select Device tab (5) to filter on User Device.

Select Advanced (6) if you need to filter on Related Record fields, User Fields, Permissions.

In Advanced mode select filtering object (7), select field (8), click "Done" button (9) to filter on selected field:

Set Conditions (10) and click "Done" button (11):