Question

Difficulty: MediumDynamic Forms and Dynamic Actions

An administrator is tasked with modernizing a custom Vendor Contract record page by migrating it to Dynamic Forms and configuring conditional visibility on a sensitive field. What is the correct sequence of steps the administrator must take in Lightning App Builder to complete this setup?

  1. 1Open the Vendor Contract Lightning record page for editing inside Lightning App Builder.
  2. 2Select the Record Detail component on the canvas and click the 'Upgrade Now' button in the properties pane.
  3. 3Complete the migration wizard by selecting the source page layout from which to extract fields and sections.
  4. 4Select the specific Field component on the canvas and configure a filter rule under Component Visibility.
  5. 5Save the page modifications and activate the updated record page for target users.

Answer

The correct procedural sequence is: 1) Open the Vendor Contract record page in Lightning App Builder, 2) Select the Record Detail component and click 'Upgrade Now', 3) Complete the wizard by selecting the source page layout, 4) Select the target Field component and configure Component Visibility, and 5) Save and activate the updated page.
To implement Dynamic Forms and conditional field visibility, an administrator must first open the record page in Lightning App Builder. Next, selecting the legacy Record Detail component allows clicking 'Upgrade Now' to start the migration wizard. Completing the wizard extracts fields and sections onto the canvas as individual components. After conversion, selecting the specific Field component reveals the Component Visibility properties where filter rules can be set. Finally, saving and activating the page deploys the layout to end users.

Step-by-Step Solution

1
Open the record page in Lightning App Builder
Access the canvas editing interface for the custom object record page layout.
Structural layout customizations must be performed within the Lightning App Builder tool.
2
Initiate the Dynamic Forms upgrade wizard
Clicking 'Upgrade Now' on the Record Detail component launches the step-by-step migration tool.
Monolithic Record Detail components must be converted before individual field components become editable on the canvas.
3
Select source layout to populate canvas
Fields and field sections from the chosen page layout are added to the canvas as standalone components.
The migration wizard requires a source layout to preserve existing field positioning during conversion.
4
Apply field-level component visibility
The target field displays dynamically based on defined record, user, or device criteria.
Dynamic Forms enables field-level conditional visibility rules directly on the component properties pane.
5
Save and activate the page
The updated record page is committed and assigned to users.
Changes must be saved and assigned via activation to take effect for end users.

Key Concept

Upgrading Record Pages to Dynamic Forms and Setting Component Visibility
Rate this question