Lightning App Builder - Add Visibility Rules for Dynamic Pages

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Questions and Answers

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?

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?

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?

Whether components appear on a page based on the form factor (or device) you’re viewing the page on Signup and view all the answers

What type of components can visibility properties be applied to?

Standard components, custom components, and components from AppExchange Signup and view all the answers

What is the purpose of adding a white background to the text inside a component?

To make the text more readable Signup and view all the answers

What type of components can visibility filters be set on?

Field and Field Section components Signup and view all the answers

What is required to be completed before starting this unit?

The previous two units Signup and view all the answers

What is the purpose of creating a visibility rule on the Tracking Number field?

To show the field only when the Delivery/Installation Status field is set to In progress or Completed Signup and view all the answers

Who can see the record page after it is assigned to the System Administrator profile?

Only the System Administrator Signup and view all the answers

What is the advantage of moving fields out of the Details tab?

The page loads more quickly Signup and view all the answers

What is the criteria for the Tracking Number field to be visible?

When the Delivery/Installation Status field is set to either In progress or Completed Signup and view all the answers

Why is the Activity tab not visible on the mobile app?

The Activities component is not supported on a phone Signup and view all the answers

What is the purpose of creating custom record pages?

To customize the user experience by profile, record type, and app Signup and view all the answers

Why is the rich text component not visible on the desktop?

It is only visible on mobile devices Signup and view all the answers

What can visibility rules control in addition to field values?

The viewing user's profile, permissions, or the form factor they view the page on Signup and view all the answers

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.