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Shubham Sinha 56Shubham Sinha 56 

how to create Custom Lightning Path

Hi,

I have a requirement to create a lightning path and if I hover on the different status of Lead it should give the no. of days a particular status has been in similiar like we have a standard functionality for Opportunity Path.
Could anyone please help me on this. Thanks in advance
ANUTEJANUTEJ (Salesforce Developers) 
Hi Shubham,

I was able to find few links that you can use that has an implementation similar to yours. Below are the links:

>> https://www.lightningdesignsystem.com/components/path/

In the above link there is an implementation under the name "With visible tooltip" this could help you.

Additionally, I would suggest you to additionally check the below links:

>> https://help.salesforce.com/articleView?id=000325370&type=1&mode=1

>> https://developer.salesforce.com/forums/?id=9062I000000XkcKQAS

Please note these are sample snippets and you need to modify it to your usecase.

Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.  

Thanks.
PriyaPriya (Salesforce Developers) 

Hi Shubham, 

To create the Lightning path on Lead object, you need to create the new record type of it first and then ste up it own sales process for its new record type. 

Please refer this below link to create the path for lead object:
https://www.siloconnectors.com/blog/how-to-implement-salesforce-path/#:~:text=Salesforce%20Path%20is%20a%20visualization,users%20will%20use%20to%20succeed.

 

Please mark as Best Answer so that it can help others in the future.

Regards,

Priya Ranjan

Suraj Tripathi 47Suraj Tripathi 47
Hi Shubham Sinha 56,

To update the body section based on the Path step selected by the user, we created the hiringStep attribute below.
<aura:attribute name="hiringStep" type="String" default="Application"/>
Then we can use the onselect function from lightning:path to update the value of hiringStep attribute. First we retrieve the name of the step and user clicked on from the aura event attribute. Once we have the stepName, we can use that value to update the hiringStep attribute as such:
onselect : function (component, event, helper) {
        var stepName = event.getParam("detail").value;        
        component.set('v.hiringStep', stepName);
        helper.setPathButtonVisibility(component, stepName);
    }
In JobProcess.cmp we use aura:if to render the corresponding component based on the current value of hiringStep . This allows us to update the body on select. For example, when a user selects the ‘Phone screen’ step, the PhoneScreenInfo component will be rendered.

Lightning Data Service was used to pass data between all these different components. It’s built on highly efficient local storage that’s shared across all components that use it. Records loaded in Lightning Data Service are cached and shared across components. If a user updates a field on one component, that update is propagated automatically to other components listening to that event. To load and edit the record, simply include force:recordData in your markup:
<!--Lightning Data Service -->
    <force:recordData aura:id="recordLoader"
                      recordId="{! v.recordId }"
                      layoutType="FULL"
                      targetRecord="{! v.record }"
                      targetFields="{! v.simpleRecord }"
                      targetError="{! v.recordError }"
                      recordUpdated="{! c.recordUpdated }"
                      mode="EDIT"/>
Please mark it as best answer if it helps you to fix the issue.

Thank you!
Regards,
Suraj Tripathi