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Workspace Nintex Apps
Created by Guest
Created on May 29, 2024

Sales Path Component?

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 1

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” [image of Salespath and guidance for success area I Lightning]

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