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Question

Progress path on the multi choice field

  • June 10, 2019
  • 0 replies
  • 93 views

I would like to have a progress path as like below .  is it possible? 
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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.