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Zorluk: ZorDynamic Forms and Dynamic Actions

A Salesforce Administrator is tasked with converting an existing custom object record page to Dynamic Forms in the Lightning App Builder and applying a conditional visibility filter to a newly created sensitive field section. What is the correct chronological sequence of steps the administrator must perform from start to finish?

  1. 1Open the custom object record page in the Lightning App Builder and click on the Record Detail component on the canvas.
  2. 2Click 'Upgrade Now' in the component properties pane to launch the Dynamic Forms migration wizard and select the source page layout.
  3. 3Place and organize individual Field Section components onto the page canvas to separate sensitive fields from general fields.
  4. 4Select the sensitive Field Section component and configure a Component Visibility filter rule in the properties pane based on user criteria.
  5. 5Save the page modifications and activate the Lightning Record Page for the target org, app, or record type assignments.

Cevap

The correct procedural sequence is: First, open the page in Lightning App Builder and select the Record Detail component. Second, click 'Upgrade Now' in the properties panel to run the migration wizard. Third, organize fields into granular Field Section components on the canvas. Fourth, select the sensitive Field Section and configure the Component Visibility filter rule in the properties panel. Fifth, save and activate the Lightning Record Page.
The correct order requires starting in Lightning App Builder by selecting the legacy Record Detail component, which exposes the 'Upgrade Now' button. Running the wizard converts the monolithic layout into modular Dynamic Forms components. The administrator must then arrange fields into individual Field Sections so that granular visibility criteria can be isolated. Once the sensitive section is structured, the administrator configures the Component Visibility filter rules in the properties panel for that section. Finally, saving and activating the page deploys the dynamic experience to end users.

Adım Adım Çözüm

1
Select the Record Detail component in Lightning App Builder.
The properties panel updates to display the Dynamic Forms upgrade options.
Dynamic Forms migration is initiated from the properties panel of the existing Record Detail component.
2
Execute the 'Upgrade Now' wizard and choose the page layout source.
Fields and sections from the legacy layout are converted into Dynamic Forms Field Section and Field components.
The migration wizard extracts fields into editable canvas components.
3
Structure fields into distinct Field Section components on the layout.
The layout is divided into manageable component blocks.
Visibility filter rules apply at the component (Field Section) level, requiring sensitive fields to be grouped separately.
4
Configure component visibility filter criteria on the sensitive Field Section.
The Field Section component is dynamically rendered based on evaluated user profile, role, or field value conditions.
Filter rules must be attached to the specific component's property settings.
5
Save changes and activate the Lightning Record Page.
The page assignment takes effect for target users across the organization.
Changes in Lightning App Builder are not exposed to end users until the page is saved and activated.

Anahtar Kavram

Dynamic Forms Migration Workflow and Component Visibility Configuration
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