In this post, I will share the details about Dynamic Action. This is the continuation of my earlier post where I have explained Dynamic Form. These two features complement each other so well that we can implement quite a broad range of scenarios in Lightning Experience with the help of these two i.e. Dynamic Form and Dynamic Action.
If you haven’t go through my earlier post about Dynamic Form, please click here.
This post will cover –
- What is Dynamic Action?
- How to activate Dynamic Action?
- What can you do with Dynamic Action?
- Things to know before implementing Dynamic Action.
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What is Dynamic Action?
Dynamic action will help you to configure which actions will appear to your user under which scenarios. So like classic, your end-user will only see the actions that are relevant as per the record stages/scenarios.
Do not worry, I will explain this with some use cases here in this post. This feature came into existence during Summer ’20 release.
How to activate Dynamic Action?
Activation is Dynamic Action is very simple. Basically, when you will edit the lightning record page in Lightning App Builder, you will find an option to “Upgrade Now” on the right side when you click on the Highlight Panel. This is shown in the screenshot below –
Clicking on “Upgrade Now” will ask you to choose between two options – Migrate (this will migrate all the actions from that page) or Start from Scratch(here you will create new actions in Lightning App Builder). For this post, let’s select Migrate option. It will then ask us to choose from the list of page layouts from which we want to migrate the action and clicking on Finish will migrate all actions from that page layout to dynamic actions. I have shared the screenshot below. But remember the list of dynamic actions might be different based on what actions are added on the page layout that you select.
That’s all you need to do to start with Dynamic Action.
What can you do with Dynamic Action?
With Dynamic Action available, you can do the below things –
Rearrange the actions
You can rearrange the actions and even delete some of the actions if you think you do not need them.
Add new actions
You can add new actions by clicking on the “Add Action” button.
Make an action appear based on record values
You can always make an action appear conditionally based on some record values. For example, in the below example, I am making the clone action to appear only when the Course Fees is not 0.
Make an action device aware
You can configure actions to appear only on specific devices like either mobile or desktop. For example, in the below example, I am making the Delete action to appear only on the Phone.
Make an action conditionally appear (advanced filter)
You can configure actions to appear only when some condition satisfies. For example, in the below example, I am making the Edit action to appear only for those users for which the API enable is marked as true.
Things to know before implementing Dynamic Action
- Without Highlight Panel Component added to the page layout, Dynamic Action will not work. So you need to add that first in the page layout.
- “Who can see what and do what” is still controlled by their profile and permission sets. Dynamic Actions have nothing to do with the object or field-level permissions.
- Once the actions are migrated to Dynamic Action, you can not go back. For which you need to first deactivate the lightning record page and then delete the same from the object’s list of Lightning Record Pages.
- Once you migrate to Dynamic Actions, any change in “Salesforce Mobile and Lightning Experience Actions” will have no impact on the Lightning record page.
- Dynamic Action still doesn’t work with the community record banner.