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Difficulty: HardDynamic Forms and Dynamic Actions

Universal Containers uses a custom object to track executive compliance reviews. To streamline the user experience, a conditional visibility filter was configured on a Dynamic Forms field section containing executive compensation details so that the section is hidden when a review status is set to 'Draft'. Despite this filter working as intended on the record page, compliance assistants report that they can still view the compensation values when running custom reports on these records. Which explanation accounts for why these users can see the field data in reports?

  1. Dynamic Forms visibility rules only affect the display of fields on the Lightning record page and do not restrict data visibility in reports or through API access.Answer
  2. B
    Field sections hidden by Dynamic Forms rules remain accessible in reports unless the administrator explicitly restricts the object's Organization-Wide Defaults to Private.
  3. C
    Dynamic Forms visibility criteria automatically enforce field-level security restrictions on record pages, but separate reporting permission sets are required to filter report results.
  4. D
    Conditional visibility filters on Dynamic Forms components temporarily remove read access from user profiles only while viewing the record detail page.

Answer

Dynamic Forms component visibility rules control UI rendering on Lightning record pages only; they do not alter Field-Level Security or prevent users with field read access from viewing field data in reports, list views, or API calls.
Dynamic Forms component visibility rules are presentation-layer filters configured in Lightning App Builder. They dictate whether fields, field sections, or components display on the record detail page. However, they do not restrict data access outside of the record page layout. If users have Field-Level Security (FLS) Read access to a field, that field remains accessible in custom reports, dashboards, list views, global search, and API queries regardless of page-level visibility filters.

Step-by-Step Solution

1
Analyze the scope of Dynamic Forms visibility filters.
Dynamic Forms visibility filters determine whether components, sections, or fields are rendered on a Lightning record page layout based on defined filter criteria.
Understanding the boundary between UI display rules and data security layers is essential.
2
Compare Dynamic Forms visibility against data access mechanisms like Field-Level Security (FLS) and Reporting.
Hiding a field using Dynamic Forms does not remove Field-Level Security (FLS) read permissions. If a user has read access via FLS, the field remains accessible in reports, list views, exports, and APIs.
True data protection requires configuring FLS or restriction rules, not relying on page layout component visibility.
3
Evaluate the reported scenario where users see field data in custom reports.
The users retain FLS read access, which allows custom reports to query and display the field values despite the field being hidden on the record detail page.
Reports bypass Lightning App Builder page layout rules and query object data directly based on object permissions and FLS.

Key Concept

Decoupling of Dynamic Forms UI Component Visibility from Field-Level Security (FLS) and Data Access
Estimated Time:2m 0s
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Topics

Dynamic Forms and Dynamic Actions

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