Sales Path Component?

  • 2
  • Idea
  • Updated 2 years ago
  • Under Consideration
This functionality would be awesome in Skuid. Dynamics Sales Path and Required fields per Stage in the Path. Not as slick as Dynamics Business Process Flow, but still much better than just a Status field.

I know it can accomplished quite similarly with Progress Bar custom component and Conditionally Rendered Field Editors, but seems like the metadata would have to be pulled into the Skuid Page with custom JS anyway. New component would be better due to this.

https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_pathassistant.htm

Otherwise have to create a simulated Sales Path using conditional rendering of a field editor for each stage. Works but prefer having a component to display this with the fields since there's the added benefit of having "Guidance for Sucess"

Photo of mB Pat Vachon

mB Pat Vachon, Champion

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Posted 2 years ago

  • 2
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Janick

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Hi Pat,

I like it! Since this is an idea i'll change the type of the thread to "Idea" and will discuss it with the team.

Thanks,

Janick