You’ll know if an action is conditionally displayed because it will have an eye icon next to it. In this instance I only want to display my action if the “Copy of Passport Received?” tick box is false (unticked). Next, I click on “+ Add Filter” and add my display criteria. With the Highlights Bar selected, I choose “Add Action” and find my “Request Copy Of Passport” action. We know if we have received a copy based on a tick box on the Candidate record page. In my first example, a recruiter should only be able to request a copy of a passport if one has not already been received. Make an action conditionally visible based on a field value You can reorder actions at any time by simply dragging and dropping (in the same way you reorder tabs).ģ. Just because you add “Edit” as an action will not grant users the right to edit a record. Tip: Don’t forget that what a user is able to do is still controlled by their profile and permission sets. actions that should always be available such as “Edit” or “Clone”.
You could start by adding universally required actions i.e. Now you’ve enabled Dynamic Actions on your Lightning Page, click “Add Action” to get started adding actions. Evaluate the business process for your custom object and what actions are needed when and by who. Start planning how you’re going to use your new #AwesomeAdmin powers to design the action layout on your Lightning Page. Tip: If you don’t already have a Highlights Panel component on the layout you’ll need to add one. With the box ticked we have a new option to “Add Action”. You’ll need to do this on every Lightning Page you wish to use Dynamic Actions on. In edit mode on any Lightning Page for a custom object (and selected standard objects from Winter ‘21 release), select the Highlights Panel and tick “Enable Dynamic Actions (Beta, desktop only)”. You’ll enable Dynamic Actions from within the Lightning App Builder. Which actions are available and when they appear will be configured in the Lightning App Builder instead of the traditional page layout editor, leading to reduced administrative time and effort.ĭynamic Actions will be available in your production instance from the Summer ‘20 release. Instead of scanning an endless list of actions, your users will be presented with a simple choice, relevant to their role, profile, or when a record meets certain criteria. In this post we’ll cover what Dynamic Actions are, how to get started, as well as what is and isn’t supported.ĭynamic Actions will enable you to create uncluttered, intuitive and responsive pages that display only the actions your users need to see based on criteria you specify.
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