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Difficulty: HardDynamic Forms and Dynamic Actions

A Salesforce Administrator needs to restrict the visibility of the 'Submit for Approval' action on the Case Lightning record page. The action should only be visible when the Case Status is set to 'Escalated' and the current user has been assigned the 'Tier 2 Support' custom permission. In what correct sequential order should the administrator perform the steps in Lightning App Builder to configure these Dynamic Actions visibility rules?

  1. 1Select the Highlights Panel component on the Case Lightning record page Canvas in Lightning App Builder.
  2. 2Click the option in the component properties pane to upgrade or enable Dynamic Actions.
  3. 3Select the 'Submit for Approval' action from the Dynamic Actions list in the properties pane.
  4. 4Click 'Add Filter' under the Action Visibility section in the action detail pane.
  5. 5Set filter conditions using Record field criteria for Status = 'Escalated' and User criteria for the 'Tier 2 Support' custom permission.

Answer

The correct sequence of steps begins by selecting the Highlights Panel on the page canvas, upgrading it to use Dynamic Actions, selecting the specific action ('Submit for Approval'), adding an Action Visibility filter, and finally defining the filter criteria based on Record Status and User Custom Permission.
To configure Dynamic Actions with conditional visibility rules, an administrator must first select the Highlights Panel in Lightning App Builder and enable Dynamic Actions. Once enabled, the administrator selects the specific action ('Submit for Approval') from the properties pane, initiates a new Action Visibility filter, and defines the criteria evaluating the record's Status field and the viewing user's Custom Permission.

Step-by-Step Solution

1
Select the Highlights Panel component on the record page canvas.
The component properties pane opens on the right side of the Lightning App Builder.
Actions on Lightning record pages are managed within the Highlights Panel component.
2
Click to enable/upgrade to Dynamic Actions in the Highlights Panel property pane.
Actions are decoupled from the page layout and can now be configured directly in Lightning App Builder.
Dynamic Actions must be explicitly enabled on the Highlights Panel before action-level filters can be applied.
3
Select the 'Submit for Approval' action from the list of managed actions.
The action property panel opens displaying visibility controls for that specific action.
Visibility rules are applied on a per-action basis within the Dynamic Actions container.
4
Click 'Add Filter' under the Action Visibility settings.
A new visibility rule configuration window/panel appears.
Filter rules control runtime action visibility for different user profiles, records, or device types.
5
Configure filter logic combining Record > Status = 'Escalated' and User > Permissions > Custom Permission = 'Tier 2 Support'.
The action evaluates dynamically based on both record context and user security context.
Dynamic Actions support evaluating both record field values and advanced user context (such as assigned custom permissions).

Key Concept

Configuring Conditional Action Visibility using Dynamic Actions in Lightning App Builder
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Topics

Dynamic Forms and Dynamic Actions

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