Podcast
Questions and Answers
What do component visibility filter conditions and logic control?
What do component visibility filter conditions and logic control?
- When a component is updated
- When a component is created
- When a component is deleted
- When a component appears on a Lightning record page (correct)
What happens if you don't define a filter for a component?
What happens if you don't define a filter for a component?
- The component is hidden by default
- The component is deleted
- The component is updated
- The component displays on the Lightning page as usual (correct)
What is an example of a visibility rule that can be set for a component?
What is an example of a visibility rule that can be set for a component?
- Display a component when an opportunity's Amount is not equal to $1 million
- Display a component when an opportunity's Amount is equal to $1 million
- Display a component when an opportunity's Amount is less than $1 million
- Display a component when an opportunity's Amount is greater than or equal to $1 million and its Stage is Closed Won (correct)
What can visibility rules also control?
What can visibility rules also control?
What type of components can visibility properties be applied to?
What type of components can visibility properties be applied to?
What is the purpose of adding a white background to the text inside a component?
What is the purpose of adding a white background to the text inside a component?
What type of components can visibility filters be set on?
What type of components can visibility filters be set on?
What is required to be completed before starting this unit?
What is required to be completed before starting this unit?
What is the purpose of creating a visibility rule on the Tracking Number field?
What is the purpose of creating a visibility rule on the Tracking Number field?
Who can see the record page after it is assigned to the System Administrator profile?
Who can see the record page after it is assigned to the System Administrator profile?
What is the advantage of moving fields out of the Details tab?
What is the advantage of moving fields out of the Details tab?
What is the criteria for the Tracking Number field to be visible?
What is the criteria for the Tracking Number field to be visible?
Why is the Activity tab not visible on the mobile app?
Why is the Activity tab not visible on the mobile app?
What is the purpose of creating custom record pages?
What is the purpose of creating custom record pages?
Why is the rich text component not visible on the desktop?
Why is the rich text component not visible on the desktop?
What can visibility rules control in addition to field values?
What can visibility rules control in addition to field values?
Study Notes
Controlling Component Visibility on Lightning Record Pages
- You can control when a component appears on a Lightning record page by adding component visibility filter conditions and logic to its properties.
- Component visibility properties appear when selecting a component on a record, app, or Home page in the Lightning App Builder.
- This behavior applies to standard components, custom components, and components from AppExchange.
- If no filter is defined, the component displays on the Lightning page as usual.
- When defining one or more filters and setting the filter logic for a component, the component is hidden until the filter logic criteria are met.
Adding Visibility Rules to Fields and Field Sections
- You can make Lightning record pages more dynamic by setting visibility filters on Field and Field Section components.
- Visibility rules can control whether components appear on a page based on the form factor (or device) you're viewing the page on.
- You can have a field or set of fields hidden until a person with a certain profile or permission visits the page.
- You can show a field only when another field is set to a specified value.
Dynamic Record Pages
- You can customize different users' experiences by creating custom record pages and assigning them by app, record type, and user profile.
- You can give your sales managers a different view of opportunities than your sales reps.
- You can configure nonprofit account pages differently than standard business account pages.
Visibility Rules in Action
- Visibility rules can control whether components appear on a page based on the viewing user's profile, their permissions, or the form factor (device) they view the page on.
- The Tracking Number field visibility filter is based on the Delivery/Installation Status field being set to either In progress or Completed.
- Components can be made to appear or disappear based on field values, user profile, permissions, or device type.
Mobile App and Desktop Differences
- The Tabs component is stacked when viewed on a phone, and the Activity tab is dropped from the page when viewed on a phone because the Activities component isn't supported.
- Mobile-only rich text components can appear on the page when viewed on a phone.
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Description
Learn how to add component visibility rules to control when a component appears on a Lightning record page. Build on previous units and customize your record page further.
