Skip to main content

Hello everyone,

I know on the first look this seems like an issue which should be doable via the dynamic forms on Lightning Record pages. However, sadly this is not the case for my Problem.

The Problem itself occurs in the Financial Services Cloud. This cloud has a specific component to show insurance policies on the Account (It works like a normal related list but with additional features) This feature takes the actions it provides to users from the Lightning Actions which are defined in the respective page layout.

Now to the actual Problem: We would like to have a specific action available in this component but not on the normal mobile page for insurance policies. So far I have sadly not found a way to separate this.

 

This is the Action we want to have: (Please don't mind the partially German interface)Separate Page Layouts for Mobile and Desktop due to Lightning Actions (SF-FSC)

This is the Action I don't want to see:

20240215_Bug_Action2.pngThanks for any help :)

 

#Mobile  #Pagelayouts  #Quick Actions  #Financial Services Cloud

2 answers
  1. Feb 15, 2024, 8:32 AM

    @Manoj Nambirajan Sadly I don't think that this will use my actual issue. Even if I include a filter based on device, I need to use the Lightning Actions in the the Page Layout. Reason for this is that I can only define the actions in the component on the Account via the Lightning Actions on the Insurance Policy Page Layout. (It sounds crazy, but sadly this seems to be the way it works)

    And as far as I see it those Lightning Actions don't care for dynamic forms and just show up on the mobile layout anyway. 

0/9000