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Zorluk: OrtaDynamic Forms and Dynamic Actions

Apex Global Logistics tracks freight movements using a custom Shipment object. Management requires that when a shipment's Status picklist is set to 'Delayed', a dedicated 'Delay Details' field section—containing 'Delay Reason' and 'Estimated Resolution Date'—must automatically appear on the record page, along with a 'Notify Carrier' action button. When the status is anything other than 'Delayed', both the section and the action button must remain hidden from the Lightning user interface. Which combination of Lightning App Builder capabilities should the administrator implement to fulfill this requirement?

  1. Migrate the record layout to Dynamic Forms to set Component Visibility filters on the field section based on Status = 'Delayed', and configure Dynamic Actions on the Highlights Panel with an action filter for the same condition.Cevap
  2. B
    Adjust Field-Level Security to hidden for the delay fields on all user profiles, and use Page Layout assignment rules to swap the page layout when the Shipment Status changes to 'Delayed'.
  3. C
    Configure Dynamic Forms component visibility filters on the field section, and assume that hiding the fields on the Lightning page automatically revokes user API and report access to those fields.
  4. D
    Create two separate user Profiles with dedicated Page Layouts, assigning a secondary Profile via automated Flow whenever the Shipment Status value updates to 'Delayed'.

Cevap

Migrate the record page layout to Dynamic Forms to set Component Visibility filters on the field section based on Status = 'Delayed', and configure Dynamic Actions on the Highlights Panel with an action filter for the same condition.
The correct approach is to upgrade the page to Dynamic Forms and enable Dynamic Actions within Lightning App Builder. Dynamic Forms allows administrators to break standard page layouts into individual Field Section components and apply conditional Component Visibility rules (e.g., Status = 'Delayed'). Simultaneously, Dynamic Actions enables conditional visibility filters on action buttons within the Highlights Panel, ensuring both the fields and the 'Notify Carrier' button display only when the shipment status matches the specified criteria.

Adım Adım Çözüm

1
Analyze the UI visibility requirements for fields and action buttons.
Identified that field sections and quick action buttons must be dynamically shown or hidden based on the record's Status field value.
Traditional page layouts cannot conditionally hide individual field sections or buttons based on real-time field criteria without changing Record Types.
2
Evaluate Dynamic Forms capability for field section visibility.
Upgrading the record page to Dynamic Forms converts page layout sections into customizable Field Section components. Component Visibility filters can then be set to show the section only when Status equals 'Delayed'.
Dynamic Forms provides granular control over field and section visibility directly inside the Lightning App Builder.
3
Evaluate Dynamic Actions capability for button visibility.
Enabling Dynamic Actions on the Highlights Panel component allows administrators to add action filters to the 'Notify Carrier' button based on Status equals 'Delayed'.
Dynamic Actions decouple action management from classic page layouts and allow record-level filter logic.

Anahtar Kavram

Dynamic Forms and Dynamic Actions in Lightning App Builder
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Konular

Dynamic Forms and Dynamic Actions

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