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Zorluk: OrtaDynamic Forms and Dynamic Actions

A Salesforce Administrator needs to convert a custom object's standard page layout to Dynamic Forms using Lightning App Builder so that fields and sections can be managed individually. What is the correct sequence of steps the administrator must perform to complete this migration?

  1. 1Open the Lightning Record Page for the target object in Lightning App Builder.
  2. 2Click on the standard Record Detail component located on the canvas.
  3. 3Click the Upgrade Now button within the Record Detail properties panel to start the migration wizard.
  4. 4Select a source page layout from which to import existing fields and field sections.
  5. 5Apply component visibility filters on individual fields or field sections, then save and activate the page.

Cevap

The correct sequence begins with opening the Lightning Record Page in Lightning App Builder, selecting the standard Record Detail component on the canvas, clicking the Upgrade Now button in the properties panel to launch the wizard, selecting a source page layout to extract fields and sections, and finally setting component visibility rules before saving and activating the page.
The correct procedural order requires launching Lightning App Builder, selecting the standard Record Detail component to reveal its properties, clicking Upgrade Now to launch the migration wizard, choosing a source page layout to extract fields, and configuring component visibility filters on the separated fields prior to saving and activating the page.

Adım Adım Çözüm

1
Open the target Lightning Record Page in Lightning App Builder.
The page canvas opens in edit mode showing current components.
Page layouts and dynamic components are edited through Lightning App Builder.
2
Select the standard Record Detail component on the page canvas.
The component properties panel opens in the right sidebar.
The Dynamic Forms migration action is housed inside the Record Detail component's inspector.
3
Click the Upgrade Now button in the component inspector.
The Dynamic Forms migration wizard dialog opens.
The wizard automates the break-down of the single Record Detail component into flexible Field and Field Section components.
4
Choose the appropriate source page layout.
Existing fields and sections from the chosen page layout populate onto the canvas as individual components.
Selecting a page layout avoids having to manually re-add every field onto the new layout.
5
Configure dynamic component visibility rules as needed, then save and activate the page.
The page is published with dynamic behavior for end users.
Applying visibility rules customizes field display based on user attributes or record criteria before activation.

Anahtar Kavram

Dynamic Forms Migration Procedure in Lightning App Builder
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