Dynamic Actions:

Dynamic Actions is a powerful administrative tool available in lightning app builder that enables you to create record pages with buttons and actions that are relevant to your users based on any record field value or user’s profile.

Instead of using a page layout editor you can assign actions in the Lightning App Builder and apply filters to control when and where actions appear for users. This makes your pages more intuitive and responsive.

Where it is available:

Dynamic action needs to be enabled from the Lightning app builder. Currently, dynamic actions can be enabled for both custom and Standard objects for desktop, but this feature for standard objects is in the beta phase.

How to Enable:

To enable dynamic actions for a custom object on desktop, add or select the Highlights Panel component on a custom object’s record page. In the Highlights Panel properties pane, click Upgrade Now and step through the migration assistant to migrate actions or start with new ones.

To enable dynamic actions for a standard object on a desktop, add or select the Highlights Panel component on the object’s record page. In the Highlights Panel properties pane, select Enable Dynamic Actions (Beta, desktop only).

How to Use:

To add an action in any of the dynamic action scenarios, click Add Action (1) in the properties pane. In the Actions modal, choose an action and click Add Filter (2) to assign visibility rules based on record field, device type, logged-in user profile, and other filters. An eye icon (3) next to an action’s name indicates that visibility rules are applied. If you migrate actions from a page layout, you can modify them in the Actions modal.

Example:

Using dynamic actions you can show the Submit for Approval action button only when the record is eligible for approval instead of always showing by setting conditions. The user will not be distracted and submit records for approval only when it is required.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.