In Salesforce Setup, navigate to: Path Settings → New Path Name the Path, select the object, and record type (if applicable). I align the names of my paths [object name – record type name]. Select the picklist field.
Full Answer
What is picklistpath in Salesforce Lightning?
A lightning:picklistPath component displays the progress of a process, which is based on the picklist field specified by the picklistFieldApiName attribute. The path is rendered as a horizontal bar with one chevron for each picklist item. Paths created by this component do not have key fields or guidance and do not display the Mark Complete button.
How do I display a path based on a specified picklist field?
Displays a path based on a specified picklist field. This component requires API 41.0 and later. A lightning:picklistPath component displays the progress of a process, which is based on the picklist field specified by the picklistFieldApiName attribute. The path is rendered as a horizontal bar with one chevron for each picklist item.
How do I use a path component in the salesforce app?
To use a path component in the Salesforce app, display it in a custom tab. On mobile devices, labels on the chevrons are truncated, and the label for the currently selected item is displayed below the horizontal bar.
Can I add a new picklist value to the custom field?
I added a new picklist value to the existing picklist in the Custom field. I ensured it's showing in each Record type as well. The Field accessibility and field-level security seem to be set correctly. The pick list values that were already there are still visible, it's just the one I added is not.
How do I enable path in Salesforce?
In Setup, use the Quick Find box to find Path Settings.Click Enable.To let users decide whether the path remembers its previous state, select Remember User's Path Preferences. If this option isn't selected, the path's details are hidden whenever the page that the path is on loads.
How do I assign a path in Salesforce?
How to Setup a Path in SalesforceStep 1: Create a New Record Type. ... Step 2: Enable the Path. ... Step 3: Create the Path. ... Step 4: Select Key Fields. ... Step 5: Activate the Path. ... Step 6: Create Additional Salesforce Paths (optional)
How do I select a picklist in Salesforce?
Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.
Why is my picklist value not showing up Salesforce?
1 Answer. Go to the Record Type settings for the standard and custom objects. Click on the record type and you'll see the "Picklists Available for Editing" section. From there you should be able to add the new picklist values.
How do I use sales path in Salesforce?
Create a Sales ProcessClick the setup gear. ... Enter Sales Processes in the Quick Find box, then select Sales Processes.Click New and enter these values: ... Click Save.From the Selected Values menu, highlight the following options: ... Click Remove to move the highlighted options to the Available Values menu.Click Save.
How do you add a path to a page?
How to Add Salesforce Path to a Page LayoutHead to any record page → click the cog icon (top of the screen) → Edit Page. ... Search for “Path” in the components menu, then drag-and-drop the component at the top of the page (recommended, but you have the freedom to position it anywhere)Click 'Save'
How do I select a picklist value?
Custom PicklistsIn Setup, click the Object Manager tab, and then select the object to contain the picklist field.Click Fields & Relationships.Click New. ... Enter a Label for the picklist field. ... Select Enter values, with each value separated by a new line.Enter your values.More items...
What is a restricted picklist?
A restricted picklist's values are limited to only those values defined by a Salesforce admin, which prevents users from loading redundant or erroneous values through the API. Global picklist value sets are always restricted picklists, which preserves data integrity.
How do I control a picklist value in Salesforce?
Add or Edit Picklist ValuesNavigate to the fields area for your object.In the Custom Fields & Relationships related list, click the name of the picklist field to update.In the Values section, click Edit next to a value.Change the value's name, and optionally make the value the default for the master picklist.More items...
How do you assign a picklist value to record type?
Choose Picklist Values for a Record TypeClick. , then click Setup.Click the Object Manager tab.Click the name of the object whose record type you want to update, then click Record Types.Click the record type name.Click Edit next to the picklist field to change its values.Add or remove values as needed.Click Save.
How do I use Ispickval in Salesforce?
ISPICKVAL() and CASE() are useful for creating validation rules that check whether a certain picklist value is selected. For example, say you want users to enter a reason when they change a case's Status picklist value to Escalated. First, create a custom text field Reason for Escalating on the Case object.
How do I create a global picklist?
From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets.Next to Global Value Sets, click New.Enter a label for the global value set. ... To tell users what these values are for, enter a specific description of the global value set. ... Enter the values, one per line.More items...