Enhancing Salesforce Flow Screens with Dynamic Forms

Have you ever found yourself wrestling with Salesforce Flows, trying to make them more dynamic and user-friendly? If you've been on a quest to create guided and interactive Flow screens that adapt based on user input, you're not alone. Today, we're diving into a real-world challenge I faced with a client—a challenge that led me to bridge the gap between Dynamic Forms and Flow screens. So, grab a cup of your favorite beverage, and let's embark on this journey together!

The Challenge: Creating Dynamic Readiness Assessments

Imagine you're tasked with designing a seamless way for users to create "Readiness Assessments" in Salesforce. These assessments are crucial for the business, serving as a checklist to ensure everything is in order before moving forward with a project or deal.

Initially, we turned to the RecordDetailFSC component from UnofficialSF. It seemed like the perfect solution—it allowed us to display and edit record details within a Flow screen. Simple, effective, and got the job done.

But as the business grew, so did the complexity of the requirements. The client needed more than just a static set of fields. They wanted:

• Conditional Rendering: Fields that appear or disappear based on user input.
• Scalability: An easy way to manage different sets of fields for various Assessment Profiles.
• Enhanced User Experience: A more interactive and intuitive interface for users.

Hitting the Limitations of the Existing Solution

Using RecordDetailFSC was great—until it wasn't. The component lacked the ability to manage individual field requirements due to the way it was structured. We couldn't handle conditional visibility for fields, and we were utterly unwilling to build a custom visibility solution using Custom Objects or Custom Metadata. The idea of piling every possible field into a Flow screen and somehow dictating visibility in an obscure way was far from ideal. It felt like trying to assemble a complex puzzle without a clear picture—it just didn't make sense.

We needed a solution that offered:

1. Unified Field Management: A single place to manage all fields and their organization.
2. Dynamic Visibility Rules: The ability to show or hide fields based on real-time user input.
3. Ease of Maintenance: A scalable solution that wouldn't become a beast to maintain as the business evolved.

Just when it seemed like we were stuck, Salesforce's Dynamic Form Lightning pages came to mind like a superhero in the nick of time. It offers all of the definition we require, it's all managed in one singular place - the sections, the fields per section and the visibility requirements!

The Lightbulb Moment: Leveraging Dynamic Forms

Dynamic Forms allow you to:

• Configure fields and sections in the Lightning App Builder.
• Apply visibility rules directly to fields and sections.
• Manage everything in one centralized place.

It was the perfect tool for our needs—except for one small hiccup. Dynamic Forms are designed for Lightning record pages, not for Flow screens.

Bridging the Gap: Building a Custom Component

Challenge accepted! I set out to create a custom Lightning Web Component (LWC) that could consume Dynamic Form record pages and render them within a Flow screen. Essentially, I aimed to build a "boosted" version of the RecordDetailFSC component, one that could handle our newfound requirements with grace and efficiency.

Here's what this new component brings to the table:

• Centralized Management: By leveraging Dynamic Forms, we can manage all fields, sections, and visibility rules in one place—the Lightning App Builder.
• Dynamic Rendering: The component can render fields conditionally based on user input, thanks to the visibility rules defined in the Dynamic Form.
• Scalability: As new Assessment Profiles are added or requirements change, we can update the Dynamic Form without touching the Flow or the component's code.
• Enhanced User Experience: Users get an interactive and guided experience, making the process of completing Readiness Assessments smoother and more intuitive.

Why This Approach Makes Sense

You might be thinking, "Why go through all this trouble? Can't we just customize the Flow screens directly?" While that's a fair question, here's why leveraging Dynamic Forms within a Flow is a game-changer:

• Maintenance Efficiency: Administrators can make updates in the Lightning App Builder—a familiar interface—without needing to modify Flows or components.
• Consistency: Using the same Dynamic Forms across record pages and Flows ensures a consistent user experience.
• Powerful Visibility Rules: Dynamic Forms offer robust conditional visibility options that are more advanced than what standard Flow screens provide without the added complexity of trying to dog-pile all available fields into the screen in multiple places to accommodate various "layouts" while deciding which version of the field to render based on what business process is running based on some sort of definition.
• Future-Proofing: As the business grows, it's relatively trivial to define an "Assessment Profile" that points to any number of Dynamic Form pages for it's fields. 

Setting the Stage: How Does It All Work?

Before we dive into the nuts and bolts, let's outline how this solution comes together:

1. Consuming Dynamic Form Metadata: The component uses the Tooling API to retrieve the JSON metadata of the Dynamic Form. This metadata includes the layout, fields, sections, and visibility rules. It also technically includes definitions for related lists, header actions, and general layout info. We won't be using anything aside from the fields sections, and fields in our example.
2. Rendering Within the Flow: The component parses this metadata and dynamically renders the form within a Flow screen, replicating the look and feel of the Dynamic Form as if it were on a standard Lightning record page.
3. Real-Time Interaction: As users interact with the form—filling out fields, making selections—the component evaluates the visibility rules in real-time, showing or hiding fields accordingly.
4. Data Handling: The component manages the data inputs, ensuring that all user inputs are captured and can be used downstream in the Flow or saved to records.

The Power of the Tooling API

A critical piece of this puzzle is the Tooling API. By tapping into it, we can programmatically access the metadata of our Dynamic Forms. This means:

• Up-to-Date Layouts: Any changes made in the Lightning App Builder are immediately reflected when the component fetches the metadata.
• Dynamic Adaptation: The component doesn't need hardcoded field definitions—it builds the form based on the current metadata.
• Flexibility: We can use the same component across different Flows or contexts by simply pointing it to different Dynamic Forms. No need to rebuild every field set, every conditional requirement, and every section. It's all defined in one place, and re-usable across all of Salesforce. Even other related records - but that's a scenario for another article ;) 

Preparing to Dive Into the Code

Now that we've covered the "why" and the "what," it's time to get into the "how." In the next section, we'll break down the code that makes this component tick. We'll explore:

• How we use the Tooling API to fetch the Dynamic Form metadata.
• The way we parse and interpret the JSON to render fields and sections dynamically.
• Handling user input and visibility rules in real-time.

But before we get our hands dirty with code, let's make sure we understand the key concepts that will be at play to make this solution possible. We'll explore why we're using the Tooling API, what it does, how we access it, and how data flows between our Apex class and Lightning Web Component (LWC). 

Why Are We Using the Tooling API?

The Tooling API is like a backstage pass to the inner workings of your Salesforce org. It allows developers to interact with metadata components programmatically. In our case, we need to retrieve the JSON metadata of the Dynamic Form (FlexiPage) we've configured in the Lightning App Builder.

Key Reasons for Using the Tooling API:

• Access to FlexiPage Metadata: The Tooling API lets us query and retrieve the detailed metadata of FlexiPages, including sections, fields, and visibility rules.
• Real-Time Data: Any changes made to the Dynamic Form are immediately available via the API, ensuring our component always reflects the latest configuration.
• Programmatic Control: It provides a way to access and manipulate metadata that isn't available through standard Apex or the Metadata API in real-time.

By leveraging the Tooling API, we can pull the exact configuration of our Dynamic Form into the Flow, making it possible to render the form dynamically based on the most current settings.

What Does the Tooling API Do?

The Tooling API provides SOAP and REST interfaces that allow external applications to programmatically interact with Salesforce metadata. It was initially designed to support developer tools, but it's also incredibly useful for scenarios like ours.

Capabilities Relevant to Our Solution:

• Query Metadata: We can use SOQL queries to retrieve metadata components.
• Retrieve Component Definitions: The API returns detailed definitions, often in JSON format, that describe how components are configured.
• Execute in Real-Time: Unlike some metadata operations that require asynchronous calls, the Tooling API allows us to perform actions synchronously.

In essence, the Tooling API gives us the ability to fetch the exact blueprint of our Dynamic Form as it's defined in the Lightning App Builder.

How Do We Access the Tooling API?

Accessing the Tooling API from within Salesforce requires making HTTP callouts from Apex code. Here's how we make it happen:

1. Set Up a Connected App

First, we need to create a Connected App in Salesforce to enable OAuth 2.0 authentication for our callouts.

• Create a Connected App:
  • Navigate to Setup ➔ App Manager.
  • Click New Connected App.
  • Fill in the required fields:
    • Connected App Name: Give your app a meaningful name (e.g., DynamicFormConnector).
    • API Name: This will auto-populate based on the app name.
    • Contact Email: Your email address.
  • Under API (Enable OAuth Settings):
    • Enable OAuth Settings: Check this box.
    • Callback URL: Enter a valid URL (e.g., https://localhost/callback). Since we won't actually use the callback in this context, https://localhost works fine.
    • Selected OAuth Scopes: Add Full Access (full) and Refresh Token, Offline Access (refresh_token, offline_access).
  • Save the Connected App.
  • After saving, you'll be shown the Consumer Key and Consumer Secret. Keep these handy; we'll need them in the next step.

2. Create an Authentication Provider

Next, we set up an Authentication Provider using the Connected App we've just created. This allows the Named Credential to handle authentication seamlessly.

• Create an Authentication Provider:
  • Navigate to Setup ➔ Authentication Providers.
  • Click New.
  • Select Salesforce as the Provider Type.
  • Fill in the fields:
    • Name: A meaningful name (e.g., SalesforceAuthProvider).
    • URL Suffix: An identifier used in URLs (e.g., SFAuth).
    • Consumer Key: Paste the Consumer Key from your Connected App.
    • Consumer Secret: Paste the Consumer Secret from your Connected App.
    • Authorize Endpoint URL: Leave as default.
    • Token Endpoint URL: Leave as default.
    • Default Scopes: full refresh_token offline_access.
  • Save the Authentication Provider.

3. Configure the Named Credential

Now, we create a Named Credential that utilizes the Authentication Provider for authentication. This simplifies our Apex callouts.

• Configure the Named Credential:
  • Navigate to Setup ➔ Named Credentials.
  • Click New Named Credential.
  • Fill in the fields:
    • Label: A descriptive label (e.g., DynamicFormNamedCredential).
    • Name: This auto-fills based on the label.
    • URL: Your org's My Domain URL (e.g., https://yourdomain.my.salesforce.com).
    • Identity Type: Select Named Principal.
    • Authentication Protocol: Choose OAuth 2.0.
    • Authentication Provider: Select the Authentication Provider you just created (SalesforceAuthProvider).
    • Scope: Ensure it matches the scopes defined earlier (full refresh_token offline_access).
    • Start Authentication Flow on Save: Check this box to initiate the authentication process upon saving.
  • Save the Named Credential.
  • You'll be redirected to authenticate with Salesforce. Follow the prompts to allow access.

4. Update Remote Site Settings (If Necessary)

While Named Credentials often eliminate the need for Remote Site Settings, it's prudent to ensure your org's domain is whitelisted.

• Add Remote Site:
  • Navigate to Setup ➔ Remote Site Settings.
  • Click New Remote Site.
  • Fill in the fields:
    • Remote Site Name: A name for your remote site (e.g., MyOrgDomain).
    • Remote Site URL: Your org's My Domain URL (e.g., https://yourdomain.my.salesforce.com).
  • Save the Remote Site.

5. Write an Apex Class to Make the Callout

In Apex, we:

• Create an HTTP Request: We specify the method (GET), endpoint URL, and set the appropriate headers.
• Use the Named Credential: Reference the Named Credential in the callout so Salesforce handles the authentication automatically.
• Handle the Response: Receive the JSON response from the Tooling API and return it to the LWC.

With these steps, we've established a secure and authenticated pathway to access the Tooling API from Apex using the Named Credential. This setup ensures that our callouts are authenticated, and we can seamlessly retrieve the FlexiPage metadata.

Diving into the Code: Unveiling the Apex Class

Now that we've set the stage, let's dive into the Apex code that powers our solution. We'll break down the FlexiPageToolingService class, which is responsible for fetching the Dynamic Form metadata and preparing it for our Lightning Web Component (LWC).

Here's the Apex class we'll be dissecting:

public class FlexiPageToolingService {
    // Defines the version of the Tooling API to use
    public static final String TOOLING_API_VERSION = 'v61.0';

    /**
     * Retrieves the metadata for a specified FlexiPage based on its developer name.
     */
    @AuraEnabled
    public static String getFlexiPageMetadata(String developerName) {
        try {
            // Construct the SOQL query to fetch metadata for the specified FlexiPage
            String query = 'SELECT Metadata FROM FlexiPage WHERE DeveloperName = \'' + developerName + '\'';

            // Setup the HTTP request for the Tooling API call
            HttpRequest request = new HttpRequest();
            request.setEndpoint('callout:Tooling_API_Credential/services/data/' + TOOLING_API_VERSION + '/tooling/query/?q=' + EncodingUtil.urlEncode(query, 'UTF-8'));
            request.setMethod('GET');

            // Send the HTTP request
            Http http = new Http();
            HttpResponse response = http.send(request);

            // Check if the response status is 200 (OK)
            if (response.getStatusCode() == 200) {
                // Handle the successful response
                return handleFlexiPageResponse(response.getBody());
            } else {
                // Throw an error for unsuccessful responses
                throw new AuraHandledException('Error retrieving FlexiPage metadata');
            }
        } catch (Exception e) {
            // Throw an exception if an error occurs
            throw new AuraHandledException('Exception in getFlexiPageMetadata: ' + e.getMessage());
        }
    }

    /**
     * Handles the response from the Tooling API and extracts the FlexiPage metadata.
     */
    private static String handleFlexiPageResponse(String responseBody) {
        try {
            // Parse the JSON response body into a Map
            Map<String, Object> result = (Map<String, Object>) JSON.deserializeUntyped(responseBody);

            // Extract records from the result
            List<Object> records = (List<Object>) result.get('records');
            if (records != null && !records.isEmpty()) {
                // Extract metadata from the first record
                Map<String, Object> firstRecord = (Map<String, Object>) records[0];
                Map<String, Object> metadata = (Map<String, Object>) firstRecord.get('Metadata');

                // Return the metadata as a JSON string
                return JSON.serialize(metadata);
            } else {
                // Throw an error if no records are found
                throw new AuraHandledException('No records found for the specified FlexiPage');
            }
        } catch (Exception e) {
            // Throw an exception if an error occurs
            throw new AuraHandledException('Exception in handleFlexiPageResponse: ' + e.getMessage());
        }
    }

    /**
     * Retrieves the field values for a specified record in a specified object.
     */
    @AuraEnabled(cacheable=true)
    public static Map<String, Object> getFieldValues(String recordId, String objectApiName) {
        Map<String, Object> fieldValues = new Map<String, Object>();
        try {
            // Validate input parameters
            if (String.isBlank(objectApiName)) {
                throw new IllegalArgumentException('objectApiName must be provided');
            }

            // Retrieve the schema for the specified object
            Schema.SObjectType sObjectType = Schema.getGlobalDescribe().get(objectApiName);
            if (sObjectType == null) {
                throw new IllegalArgumentException('Invalid object API name: ' + objectApiName);
            }

            // Get the field map for the object
            Map<String, Schema.SObjectField> fieldMap = sObjectType.getDescribe().fields.getMap();

            // Initialize all fields with null values
            for (String fieldName : fieldMap.keySet()) {
                fieldValues.put(fieldName, null);
            }

            // If a recordId is provided, retrieve the actual field values
            if (String.isNotBlank(recordId)) {
                // Construct the SOQL query
                List<String> fieldNames = new List<String>(fieldMap.keySet());
                String query = 'SELECT ' + String.join(fieldNames, ',') + ' FROM ' + objectApiName + ' WHERE Id = :recordId';

                // Execute the query
                List<SObject> records = Database.query(query);

                // Update the field values
                if (!records.isEmpty()) {
                    SObject record = records[0];
                    for (String fieldName : fieldNames) {
                        fieldValues.put(fieldName, record.get(fieldName));
                    }
                }
            }
        } catch (Exception e) {
            // Handle exceptions
            throw new AuraHandledException('Error retrieving field values: ' + e.getMessage());
        }
        return fieldValues;
    }

    /**
     * Retrieves accessible and creatable objects for the current user.
     */
    @AuraEnabled(cacheable=true)
    public static List<ObjectInfo> getObjects() {
        List<ObjectInfo> objects = new List<ObjectInfo>();
        for (Schema.SObjectType objType : Schema.getGlobalDescribe().values()) {
            Schema.DescribeSObjectResult describeResult = objType.getDescribe();
            if (describeResult.isAccessible() && describeResult.isCreateable()) {
                objects.add(new ObjectInfo(describeResult.getLabel(), describeResult.getName()));
            }
        }
        return objects;
    }

    public class ObjectInfo {
        @AuraEnabled public String label;
        @AuraEnabled public String apiName;

        public ObjectInfo(String label, String apiName) {
            this.label = label;
            this.apiName = apiName;
        }
    }
}

Let's break down this class method by method to understand how it facilitates our solution.

1. Class Declaration and Constants

public class FlexiPageToolingService {
    public static final String TOOLING_API_VERSION = 'v61.0';

• Class Declaration: We define a public class FlexiPageToolingService that will house our methods.
• Tooling API Version: We declare a constant TOOLING_API_VERSION set to 'v61.0', specifying the version of the Tooling API we're using.

2. Retrieving FlexiPage Metadata

@AuraEnabled
public static String getFlexiPageMetadata(String developerName) {
    // Method implementation...
}

Purpose: This method retrieves the metadata of a specified FlexiPage based on its developer name.

• Annotations:
  • @AuraEnabled: Makes the method available to Lightning components.
• Parameters:
  • String developerName: The developer name of the FlexiPage we want to retrieve.

Method Breakdown

a. Constructing the SOQL Query

String query = 'SELECT Metadata FROM FlexiPage WHERE DeveloperName = \'' + developerName + '\'';

• We build a SOQL query to select the Metadata field from the FlexiPage object where the DeveloperName matches the provided name.
• Note: Be cautious with string concatenation to prevent SOQL injection. In production code, it's better to use bind variables.

b. Setting Up the HTTP Request

HttpRequest request = new HttpRequest();
request.setEndpoint('callout:Tooling_API_Credential/services/data/' + TOOLING_API_VERSION + '/tooling/query/?q=' + EncodingUtil.urlEncode(query, 'UTF-8'));
request.setMethod('GET');

• Endpoint: We use the Named Credential Tooling_API_Credential to simplify authentication.
• URL Construction: The endpoint is built by appending the Tooling API version and the URL-encoded query.
• HTTP Method: We set the method to GET since we're retrieving data.

c. Sending the HTTP Request

Http http = new Http();
HttpResponse response = http.send(request);

• We create an Http instance and send the HttpRequest, capturing the HttpResponse.

d. Handling the Response

if (response.getStatusCode() == 200) {
    return handleFlexiPageResponse(response.getBody());
} else {
    throw new AuraHandledException('Error retrieving FlexiPage metadata');
}

• Success: If the response status code is 200, we pass the response body to handleFlexiPageResponse for processing.
• Error Handling: If the response indicates an error, we throw an AuraHandledException.

e. Exception Handling

catch (Exception e) {
    throw new AuraHandledException('Exception in getFlexiPageMetadata: ' + e.getMessage());
}

• We catch any exceptions that occur during the process and throw an AuraHandledException with a meaningful message.

3. Processing the API Response

private static String handleFlexiPageResponse(String responseBody) {
    // Method implementation...
}

Purpose: Parses the response from the Tooling API and extracts the FlexiPage metadata.

• Parameters:
  • String responseBody: The raw JSON response from the Tooling API.

Method Breakdown

a. Parsing the JSON Response

Map<String, Object> result = (Map<String, Object>) JSON.deserializeUntyped(responseBody);

• We deserialize the JSON string into an untyped Map<String, Object> for flexible access to the data.

b. Extracting Records

List<Object> records = (List<Object>) result.get('records');

• We extract the records list from the result. This list contains the FlexiPage records returned by our query.

c. Handling Records

if (records != null && !records.isEmpty()) {
    Map<String, Object> firstRecord = (Map<String, Object>) records[0];
    Map<String, Object> metadata = (Map<String, Object>) firstRecord.get('Metadata');
    return JSON.serialize(metadata);
} else {
    throw new AuraHandledException('No records found for the specified FlexiPage');
}

• Success:
  • We take the first record (since developer names are unique, we expect only one).
  • Extract the Metadata field, which contains the FlexiPage metadata.
  • Serialize the metadata back into a JSON string to return to the LWC.
• Error Handling:
  • If no records are found, we throw an AuraHandledException.

d. Exception Handling

catch (Exception e) {
    throw new AuraHandledException('Exception in handleFlexiPageResponse: ' + e.getMessage());
}

• We catch and handle any exceptions that occur during parsing.

4. Retrieving Field Values

@AuraEnabled(cacheable=true)
public static Map<String, Object> getFieldValues(String recordId, String objectApiName) {
    // Method implementation...
}

• Purpose: Retrieves the field values for a specified record of a given object.
• Annotations:
  • @AuraEnabled(cacheable=true): Makes the method available to Lightning components and allows client-side caching.
• Parameters:
  • String recordId: The ID of the record to retrieve (can be null or blank).
  • String objectApiName: The API name of the object.

Method Breakdown

a. Input Validation

if (String.isBlank(objectApiName)) {
    throw new IllegalArgumentException('objectApiName must be provided');
}

• We ensure that the objectApiName is provided.

b. Retrieving Object Schema

Schema.SObjectType sObjectType = Schema.getGlobalDescribe().get(objectApiName);
if (sObjectType == null) {
    throw new IllegalArgumentException('Invalid object API name: ' + objectApiName);
}

• We get the SObjectType for the specified object.
• If the object doesn't exist, we throw an exception.

c. Preparing Field Map

Map<String, Schema.SObjectField> fieldMap = sObjectType.getDescribe().fields.getMap();

• We retrieve a map of all fields on the object.

d. Initializing Field Values

for (String fieldName : fieldMap.keySet()) {
    fieldValues.put(fieldName, null);
}

• We initialize a map of field values, setting all fields to null initially.

e. Retrieving Record Data (if recordId is provided)

if (String.isNotBlank(recordId)) {
    // Construct the SOQL query
    List<String> fieldNames = new List<String>(fieldMap.keySet());
    String query = 'SELECT ' + String.join(fieldNames, ',') + ' FROM ' + objectApiName + ' WHERE Id = :recordId';

    // Execute the query
    List<SObject> records = Database.query(query);

    // Update the field values
    if (!records.isEmpty()) {
        SObject record = records[0];
        for (String fieldName : fieldNames) {
            fieldValues.put(fieldName, record.get(fieldName));
        }
    }
}

• Constructing the Query: We build a SOQL query to select all fields for the specified record.
• Executing the Query: We run the query and retrieve the record.
• Populating Field Values: We update the fieldValues map with the actual values from the record.

f. Exception Handling

catch (Exception e) {
    throw an AuraHandledException('Error retrieving field values: ' + e.getMessage());
}

• We catch any exceptions and throw an AuraHandledException with a descriptive message.

5. Retrieving Accessible Objects

@AuraEnabled(cacheable=true)
public static List<ObjectInfo> getObjects() {
    // Method implementation...
}

• Purpose: Retrieves a list of objects that are accessible and creatable by the current user.
• Annotations:
  • @AuraEnabled(cacheable=true): Makes the method available to Lightning components with client-side caching.

Method Breakdown

a. Iterating Over All Objects

for (Schema.SObjectType objType : Schema.getGlobalDescribe().values()) {
    Schema.DescribeSObjectResult describeResult = objType.getDescribe();
    if (describeResult.isAccessible() && describeResult.isCreateable()) {
        objects.add(new ObjectInfo(describeResult.getLabel(), describeResult.getName()));
    }
}

• We loop through all SObject types available in the org.
• For each object, we check:
  • If the object is accessible to the current user.
  • If the user has permission to create records of that object.
• If both conditions are met, we add an ObjectInfo instance to our list.

6. The ObjectInfo Inner Class

public class ObjectInfo {
    @AuraEnabled public String label;
    @AuraEnabled public String apiName;

    public ObjectInfo(String label, String apiName) {
        this.label = label;
        this.apiName = apiName;
    }
}

• Purpose: A simple data class to hold object label and API name.
• Annotations:
  • @AuraEnabled: Exposes the class and its properties to Lightning components.

Key Takeaways from the Apex Class

• Use of the Tooling API: By leveraging the Tooling API, we're able to retrieve the metadata of Dynamic Forms (FlexiPages) programmatically.
• Dynamic Data Retrieval: The class methods are designed to be dynamic and flexible, handling various objects and records without hardcoding field names.
• Error Handling: The methods include robust error handling, throwing AuraHandledException instances that can be caught and handled gracefully in the LWC.
• Client-Side Caching: The use of cacheable=true on certain methods allows for improved performance by enabling client-side caching.

Connecting the Dots: How the Apex Class Powers the LWC

Now that we've dissected the Apex class, let's briefly recap how it fits into our overall solution:

• Fetching Metadata: The getFlexiPageMetadata method retrieves the JSON metadata of a FlexiPage, which includes the layout, fields, sections, and visibility rules.
• Providing Field Values: The getFieldValues method supplies initial values for fields, which is especially useful when editing existing records.
• Supplying Object Information: The getObjects method can be used to populate picklists or provide object context within the LWC.

Moving Forward: Building the Lightning Web Component

With the Apex class in place, our next step is to develop the Lightning Web Component that consumes this metadata and renders the Dynamic Form within a Flow screen. In the upcoming article, we'll explore:

• How the LWC requests and handles the metadata.
• Parsing the JSON and dynamically generating the form.
• Implementing real-time visibility rules based on user input.
• Ensuring data is captured and passed back to the Flow correctly.