PDI · Question #182
A developer needs to allow users to complete a form on an Account record that will create a record for a custom object. The form needs to display different fields depending on the user's job role…
The correct answer is A. Create a Dynamic Form, B. Add a Dynamic Action to the Account Record Page. C. Create a Custom Permission for the users. To allow a specific group of users to complete a dynamic form on an Account record for creating a custom object, a developer should implement a dynamic form, expose it via a Dynamic Action, and control access with a Custom Permission.
Question
A developer needs to allow users to complete a form on an Account record that will create a record for a custom object. The form needs to display different fields depending on the user's job role. The functionality should only be available to a small group of users. Which three things should the developer do to satisfy these requirements? Choose 3 answers
Options
- ACreate a Dynamic Form,
- BAdd a Dynamic Action to the Account Record Page.
- CCreate a Custom Permission for the users.
- DAdd a Dynamic Action to the Users' assigned Page Layouts.
- ECreate a Lightning wet> component.
How the community answered
(58 responses)- A72% (42)
- D19% (11)
- E9% (5)
Why each option
To allow a specific group of users to complete a dynamic form on an Account record for creating a custom object, a developer should implement a dynamic form, expose it via a Dynamic Action, and control access with a Custom Permission.
To display different fields based on the user's job role, the developer needs to create a form that dynamically adjusts its field visibility and behavior. This could be achieved with a Screen Flow using conditional logic or a custom Lightning Web Component that acts as a 'dynamic form'.
Adding a Dynamic Action to the Account Record Page allows the form (e.g., a Screen Flow or Quick Action) to be launched directly from the Account record. Dynamic Actions provide granular control over visibility, enabling the developer to show the action only when specific conditions are met, including user permissions.
Creating a Custom Permission is the most precise way to grant specific access to a subset of users. This permission can then be used to control the visibility of the Dynamic Action, ensuring that only the small group of designated users can access the form functionality.
Dynamic Actions are configured on the Lightning Record Page and controlled by criteria like custom permissions, not by adding them directly to individual users' assigned page layouts.
While a custom Lightning Web Component could implement the dynamic form, the combination of dynamic forms (e.g., Screen Flows), Dynamic Actions, and Custom Permissions often provides a more declarative and efficient solution for this scenario, and the question specifically asks for three items.
Concept tested: Dynamic Actions, Custom Permissions, and dynamic forms (e.g., Screen Flows) for conditional UI and access
Source: https://help.salesforce.com/s/articleView?id=sf.lex_action_visibility.htm&type=5
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