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Zorluk: OrtaDynamic Forms and Dynamic Actions

A Salesforce Administrator needs to convert a custom object record page to Dynamic Forms and configure conditional visibility for a sensitive financial section. Place the steps required to complete this task in the correct chronological sequence.

  1. 1Open the custom object's record page in the Lightning App Builder.
  2. 2Select the Record Detail component on the canvas and click the Upgrade Now button.
  3. 3Choose the source page layout from which to migrate fields and complete the upgrade wizard.
  4. 4Select the targeted Field Section on the canvas and configure its Component Visibility filter criteria.
  5. 5Save the changes and activate the updated Lightning Record Page.

Cevap

The correct sequence to convert to Dynamic Forms and configure section visibility is: 1) Open the record page in Lightning App Builder, 2) Select the Record Detail component and click Upgrade Now, 3) Select the source page layout and complete the wizard, 4) Select the Field Section and configure Component Visibility filters, 5) Save and activate the Lightning Record Page.
Migrating to Dynamic Forms requires opening the record page in Lightning App Builder, selecting the Record Detail component to run the Upgrade Now wizard, picking a source page layout to extract fields/sections, applying component visibility filters to the decoupled section component, and finally saving and activating the page assignment.

Adım Adım Çözüm

1
Navigate to Lightning App Builder for the target object page.
The record page canvas is available for editing.
Modifications to Lightning page components require opening the page in Lightning App Builder.
2
Select Record Detail component and start Upgrade Now.
The Dynamic Forms migration wizard opens.
Dynamic Forms upgrade is initiated from the properties pane of the existing Record Detail component.
3
Select source layout and finish the migration wizard.
The Record Detail component is replaced by individual Field Section and Field components on the canvas.
The wizard converts standard page layout sections and fields into granular Lightning components.
4
Add Component Visibility filter to the target Field Section.
The section display rules are established (e.g., conditional visibility based on User Profile or field value).
Granular component visibility can only be applied after fields and sections are converted to individual Lightning components.
5
Save and activate the Lightning Record Page.
The updated Dynamic Forms page becomes active for users.
Changes must be saved and assigned via activation rules to take effect for end users.

Anahtar Kavram

Procedural migration of standard page layouts to Dynamic Forms in Lightning App Builder to enable component-level conditional visibility.
Tahmini Süre:1m 30s
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