The development director wants all users to only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000. How should this be accomplished?
To meet this requirement, a consultant should leverage Dynamic Lightning Pages, specifically using Component Visibility Filters. This allows for a declarative solution that does not require multiple page layouts or custom code.
Step-by-Step Implementation:
Edit the Page: Navigate to an Opportunity record and select Edit Page from the Setup (gear) icon to open the Lightning App Builder.
Add the Component: Drag the Related List - Single component onto the page layout.
Configure the Component: In the component properties sidebar, set the Related List to 'Engagement Plans.'
Set Visibility Filter: Scroll down to the Set Component Visibility section and click + Add Filter.
Define Criteria: * Field: Amount
Operator: Greater Than
Value: 10,000
Save and Activate: Save the page. When 'All Users' (per the requirement) view an Opportunity, the Engagement Plan related list will simply be invisible if the amount is $10,000 or less. If it is $10,001 or more, the component will appear.
Why other options are incorrect:
Option A: Assigning the page only to the development director's profile violates the requirement that 'all users' should see it when the criteria is met.
Option B: This is an overly complex and disjointed user experience that doesn't actually filter the view based on the specific Opportunity's amount.
Option C: A custom component is unnecessary 'Technical Debt' since standard functionality meets the requirement perfectly.
Moon
1 day agoQuentin
7 days ago