Discover the best approach to tailor Salesforce Work Order information for field agents based on specific work order types. Compare Dynamic Forms and Page Layouts to optimize visibility and efficiency.
Table of Contents
Question
Universal Containers uses Standard WorkOrder object to track various work orders sent to field agents. Currently, the WorkOrder object has more than 400 fields. There are eight different types of work order processes established. The Director of Customer Service wants to ensure that field agents get to see only required information specific to the WorkOrder type they are addressing.
Which option is recommended to implement this requirement?
A. Use a custom LWC to override the view action of WorkOrder with custom metadata type defining relevant fields per WorkOrder type
B. Use different page layouts per work order type with different sections representing key information about the specific work order type.
C. Use Dynamic form to add different page sections and control visibility of sections by Work Order RecordType value.
Answer
B. Use different page layouts per work order type with different sections representing key information about the specific work order type.
Explanation
When it comes to ensuring that field agents only see the required information specific to the Work Order type they are addressing, the recommended approach is to use different page layouts per work order type (Option B).
Here’s why:
- Page layouts allow you to control the visibility of fields, sections, and related lists based on the record type. By creating a separate page layout for each of the eight work order types, you can customize the displayed information to match the specific requirements of each process.
- Page layouts are a declarative feature in Salesforce, meaning they can be easily configured through the setup menu without the need for custom coding. This makes them more maintainable and less prone to errors compared to custom Lightning Web Components (LWC) or custom metadata types.
- With page layouts, you can organize the relevant fields into logical sections, making it easier for field agents to navigate and find the information they need quickly. This streamlined view enhances productivity and reduces the chances of overlooking critical details.
- Although Dynamic Forms (Option C) offer flexibility in controlling the visibility of sections based on record type, they are primarily designed for creating responsive and device-specific layouts. In this scenario, where the focus is on tailoring information based on work order types, page layouts provide a more straightforward and targeted solution.
- Using custom LWC with custom metadata types (Option A) can be a viable approach, but it requires additional development effort and maintenance. It may be more suitable for complex scenarios where the requirements go beyond what can be achieved with standard page layouts.
In conclusion, leveraging different page layouts per work order type is the most efficient and effective way to ensure that field agents only see the required information specific to the Work Order type they are addressing. This approach maximizes visibility, improves usability, and ultimately enhances the productivity of the field agents.
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