トレイルヘッド 動的フォーム関係のまとめ

• Admin maintenance challenge Spring 23
• Get Started with Dynamic Forms
• Page activation not completed　での英文での回答例
• Build a Custom Record Page for Lightning Experience and Salesforce Mobile App
• Dynamic FormsのUIのエラー

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Get Hands-on with Enhance Record Pages With Dynamic Forms

• I'm not able to finish "Get Hands-on with Enhance Record Pages With Dynamic Forms" challenge

Note: "If you are facing the issue in old Playground. I would recommend you to create a new playground first and try the challenge"

Follow the steps 👇👇
Step 1: Go to Object Manager
Step 2: Select "Case" Object
Step 3: In left side you will Find "Lightning Record pages" Section click on it
Step 4: Create a new Case lightning page (Click “New” button)
Step 5: You will get like this 👇👇 👇👇 👇👇

Select "Record Page" and then click "Next"

Step 6: Give Label Name "Enhanced Case Layout" and Select "Case" Object, follow the screen shot below

Click "Next"

Step 7: You will get like this

Select Template: clone the Salesforce Default PageCase --> Grouped View Default and then click "Finish"

Step 8: Click on Red round marked in the screenshot i.e "Highlights panel" then you will find "Upgrade to Dynamic Actions" in right side. Follow the screenshot

Click on "Upgrade Now" Button

Step 9: Scroll down "Details" Tab down --> In "Additional Information" Section give the criteria " Priority equals High" Follow the screenshots

Click "Done" and Then "Activate" it..

Finally : Check the Challenge !!

Make sure that ‘Contact Record Page’ has been upgraded to use Dynamic Forms.

• How to Upgrade "Dynamic Forms"？
• Challenge not yet complete in ground zero playground Make sure that ‘Contact Record Page’ has been upgraded to use Dynamic Forms.

特定のオブジェクトに移動し、レコードを選択して、右上の歯車アイコンを見つけます。それをクリックして、「ページの編集」を選択します。ページの右側に、フォームを標準フォームから動的フォームにアップグレードするボタンがあります。

まず詳細タブをクリックすると、そのボタンが表示されます

Navigate to a specific object, select a record, and then locate the gear icon at the top right. Click on it, and choose "Edit Page." On the right-hand side of the page, you'll find a button to upgrade your form from a standard form to a dynamic form.

You want to click on detail tab first then you can see that button

• I have made sure contact record page is upgraded still facing issue : Challenge not yet complete in Cunning Unicorn Playground Make sure that ‘Contact Record Page’ has been upgraded to use Dynamic Forms.

i am onto next step it worked :).. i was clicking contcats instead of details

Click on the middle of the Details page, you will get an Dynamic Forms upgrade button at the right side of your page.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Dic8oSAB

トレイルヘッドのお題ではなさそう

• レコードページに関連リストを追加する

Platform App Builder Certification Maintenance (Winter '24) > Get Hands-on with Mass Quick Actions

「Action Type (アクション種別): Update a Record (レコードの更新)」が表示されません。

以下の設定は完了していますか？

Create a quick action on Case

• Action name: Update_Status
• Standard Label Type: Change Status
• Action Type: Update a Record
• Success message: Status Updated Successfully
• Add status field on action layout

動的フォームにアップグレードすることはできますが、次のステップがわかりません。「連絡先レイアウトをフィールドのソースとして使用する」....レイアウトに関して表示される唯一のオプションは、「システム デフォルト」または「エネルギー監査」です。フィールドのソースとして「連絡先レイアウト」にアクセスする場所/方法を知っている人はいますか?

• In "Customize Record Page Components & Fields" challenge, I don't see "Dynamic Forms" ...

We have verified this in your org and see that the required fields hasn't been removed from the Contact Layout page layout which was restricting the challenge check. We have made the necessary changes and were able to complete the step successfully.

組織でこれを確認したところ、チャレンジ チェックを制限していた必須項目が取引先責任者レイアウト ページ レイアウトから削除されていないことがわかりました。必要な変更を加え、ステップを正常に完了することができました。

Fax Other Phone Home Phone　を消す手順があるけど、うまく消せない

• From challenge I am not clear on removing fields process

Are you doing another dynamic form challenge in the same playground?

If so, try using your new playground.

The record page 'Enhanced Case Layout' is not associated with the expected object.

• How to get pass error message "The record page 'Enhanced Case Layout' is not associated with the expected object."

I have created the Test User.

初めてみるエラーだったけど、いまひとつ理解でいない

In the More Information tab, we can’t find the ‘Additional Information’ section.

• Having issue with the challenge to find "Additional Information" from my "More Information" tab.

Please Make sure while adding the field section in More Information tab add that field section in 3 times and add all the fields one by one

• Additional Information
• System Information
• Description Information

Make sure you use field section column is One
More Information tab looks like that:

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007UstmHSAR

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007XEe3mSAD