A Salesforce Administrator needs to convert a custom object record page to use Dynamic Forms so fields and sections can be conditionally displayed. Arrange the steps required to migrate an existing page layout to Dynamic Forms using the Lightning App Builder into the correct sequential order.
- 1Open the record page in Lightning App Builder and select the Record Detail component on the canvas.
- 2Click the Upgrade Now button in the Record Detail component properties panel.
- 3Select the source page layout to extract fields and sections into the wizard.
- 4Configure component properties and apply conditional visibility rules to individual fields or sections.
- 5Save and activate the updated Lightning Record Page for target users.
Cevap
The correct sequential order begins with selecting the Record Detail component in Lightning App Builder, clicking Upgrade Now, choosing the source page layout, setting component properties and dynamic visibility rules on individual fields or sections, and finally saving and activating the page.
To migrate an existing record page to Dynamic Forms, the administrator opens the record page in Lightning App Builder and selects the Record Detail component. Clicking 'Upgrade Now' launches the migration wizard, where the administrator selects a source page layout. Once the wizard finishes converting the layout into individual Field and Field Section components on the canvas, the administrator can set conditional visibility filters and field properties. Finally, saving and activating the page makes the Dynamic Forms configuration live for assigned users.
Adım Adım Çözüm
Anahtar Kavram
Dynamic Forms Migration Workflow