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Difficulty: HardDynamic Forms and Dynamic Actions

An administrator needs to enable Dynamic Actions on an existing custom object record page in Lightning App Builder and restrict the visibility of the 'Delete' action based on user permission. What is the correct sequence of steps to accomplish this requirement?

  1. 1Open the target record page in Lightning App Builder.
  2. 2Select the Highlights Panel component on the canvas.
  3. 3Click 'Upgrade Now' in the Highlights Panel properties pane.
  4. 4Choose a page layout source to migrate existing actions and finish the wizard.
  5. 5Select the 'Delete' action in the properties pane and add an Action Visibility filter.

Answer

The correct sequence begins by opening the record page in Lightning App Builder, selecting the Highlights Panel component, clicking 'Upgrade Now' in the properties pane, choosing a page layout source to migrate actions, and finally selecting the specific action to apply an Action Visibility filter.
To enable Dynamic Actions, an administrator must open the Lightning Record Page in Lightning App Builder, select the Highlights Panel, click 'Upgrade Now', select a layout source to complete the migration wizard, and then select the specific action to apply visibility filter rules.

Step-by-Step Solution

1
Navigate to the Lightning App Builder for the target object page.
The page canvas opens with all configured components accessible.
Component-level configuration for actions requires working within the Lightning App Builder tool.
2
Click directly on the Highlights Panel component.
The right-hand properties panel updates to show Highlights Panel settings.
Dynamic Actions are managed through the Highlights Panel properties pane.
3
Click the 'Upgrade Now' button in the properties panel.
The Dynamic Actions migration wizard pops up.
Upgrading converts action management from page layouts to Lightning App Builder component level.
4
Select the source page layout to extract existing actions and complete the wizard.
Actions are converted to Dynamic Actions directly configurable on the component.
Migrating preserves existing page layout action assignments as a baseline.
5
Select the 'Delete' action from the action list and add an Action Visibility rule.
The action is restricted based on specified filter criteria.
Filters on Dynamic Actions determine runtime visibility per user or record context.

Key Concept

Configuring Dynamic Actions and Action Visibility Filters in Lightning App Builder
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Topics

Dynamic Forms and Dynamic Actions

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