Detail: Pipeline Widget
Last updated
Last updated
With the Pipeline Widget you can show and update the status of a process.
Go to a Detail layout
Click Edit Layout
Drag Pipeline Widget onto the layout
Select a single-select dropdown field you want to use for the stages
Toggle on the stages you want to use
The pipeline is Read only by default. If you uncheck the Read only setting, your users will be able to change the stage by clicking a pipeline stage.
You can use Permissions to control which users can edit the pipeline stage.