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Zorluk: OrtaDynamic Forms and Dynamic Actions

An administrator is enhancing the Lightning record page for a custom Incident Report object using Dynamic Forms and Dynamic Actions. The business team requires that the 'Root Cause Analysis' field section appears only when the incident status is set to 'Closed', and the 'Escalate Incident' action appears only for users assigned the 'Tier 3 Handler' custom permission. Which TWO configurations in Lightning App Builder will achieve these requirements? (Choose two.)

  1. Add a component visibility filter to the 'Root Cause Analysis' Field Section component where Status equals 'Closed'.Cevap
  2. Add an action visibility filter to the 'Escalate Incident' quick action using User > Permission > Custom Permission criteria.Cevap
  3. C
    Apply component visibility rules on the field section to automatically enforce field-level security and hide data from reports and API queries.
  4. D
    Create separate Profiles and Page Layouts to assign the action, as Dynamic Actions cannot filter visibility by custom permissions.

Cevap

The administrator should set a component visibility rule on the Field Section based on record status and configure an action visibility filter referencing the User custom permission.
Adding a component visibility filter on the Field Section allows administrators to hide or show entire sections dynamically based on record values like Status. In addition, Dynamic Actions filters can evaluate User context—including custom permissions—to conditionally render quick actions directly on the page without requiring multiple page layouts.

Adım Adım Çözüm

1
Configure section visibility for record state
Select the 'Root Cause Analysis' Field Section on the Lightning Record Page and add a Component Visibility filter where Record > Status equals 'Closed'.
Dynamic Forms allows component-level control over field sections directly on the page layout.
2
Configure dynamic action visibility for user permissions
Highlight the Highlights Panel or page header, select the 'Escalate Incident' action, and add an Action Visibility filter selecting User > Permission > Custom Permission > Tier 3 Handler equals True.
Dynamic Actions allow conditional display of actions based on fields, user fields, and permissions without needing multiple page layouts.

Anahtar Kavram

Dynamic Forms Field Section Visibility and Dynamic Actions Filter Rules
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