Forum Discussion
JordanMcAlister
6 years agoQrew Captain
I've found a very retrofitted option, but requires a lot of extra steps and some coding in a formula field to get it working. Here is the result:
If you want it to look exactly like your current progress bar, then you need to have a form fitting png of your progress for each Lead Status and put those somewhere you can call for them as a source within a formula field (<img src=>) or as a simple URL destination. Then, what I did was make a formula field to format the size of the progress bar image. Then, you would need to make a formula rich text field with a case function to call for a source image depending on the Lead Status.
For your case, I believe it would look something like:
Case([Lead Status]), Fresh Lead, "<img src='Image URL here' height='30' width='650' />",
Attempting Contact, "<img src='Image URL here' height='30' width='650' />",
Appointment Set, "<img src='Image URL here' height='30' width='650' />",
Follow Up, "<img src='Image URL here' height='30' width='650' />",
Request Proposal, "<img src='Image URL here' height='30' width='650' />",
Converted, "<img src='Image URL here' height='30' width='650' />")
You may be looking for a simpler solution, in which case, I hope someone can help with.
If you want it to look exactly like your current progress bar, then you need to have a form fitting png of your progress for each Lead Status and put those somewhere you can call for them as a source within a formula field (<img src=>) or as a simple URL destination. Then, what I did was make a formula field to format the size of the progress bar image. Then, you would need to make a formula rich text field with a case function to call for a source image depending on the Lead Status.
For your case, I believe it would look something like:
Case([Lead Status]), Fresh Lead, "<img src='Image URL here' height='30' width='650' />",
Attempting Contact, "<img src='Image URL here' height='30' width='650' />",
Appointment Set, "<img src='Image URL here' height='30' width='650' />",
Follow Up, "<img src='Image URL here' height='30' width='650' />",
Request Proposal, "<img src='Image URL here' height='30' width='650' />",
Converted, "<img src='Image URL here' height='30' width='650' />")
You may be looking for a simpler solution, in which case, I hope someone can help with.
JordanMcAlister
6 years agoQrew Captain
That is correct