Conditional Field Formatting in Lightning App Builder

Conditional formatting uses rulesets, which are collections of rules. Each rule is made up of conditions that determine how and when formatting appears on a field. The conditions can be based on the field's value or on the values of other fields on the page.

In the Lightning App Builder, items that have conditional formatting applied are indicated with an icon ().

To see, edit, or delete any rulesets that have been created for an object, use the Conditional Field Formatting node when viewing the object in Object Manager.

Conditional formatting is designed to amplify the information on the field that is already there. For best results and to ensure that the configuration is accessible, make sure the icon, icon color, and field value convey the same information, such as a green happy face on a field with a value of Positive.

To make conditional formatting accessible for all of your users, fields that use conditional formatting should always have a field value visible.

Because it relies on Dynamic Forms, conditional field formatting can appear on mobile only when Dynamic Forms is enabled for mobile. To make sure that your mobile users can see the conditional formatting you've applied to record fields, turn on Dynamic Forms and Dynamic Highlights Panel on Mobile from Setup | Salesforce Mobile App.

Example For example, you have a Customer Sentiment field on a page with available values of Positive, Neutral, and Negative. You can add conditional formatting to the field with rules configured to show a green happy-face icon when the field value is Positive, a grey neutral face when the value is Neutral, and a red sad-face icon when the value is Negative. That way, viewers can instantly see the sentiment based on the style and color of the icon.