Wednesday, January 28, 2015

Display Progress Bar using Formula Field in Salesforce - No coding is required


In this post, I will show how you can create a progress bar just using formula field in Salesforce. No coding required.

The requirement is that for "Job Application" object, we have a picklist called "Status" which is having the values as -
Based on the value chosen in pick list, we need to display the progress bar showing the progress of Job Application. So let's do that -

Step 1 -
We need to upload two image files as Static Resources first. 
Yellow bar -
Green bar -

Step 2 -
Create a field called in the Job Application object which will calculate the progress based on the values chosen in the Status field. The screenshot given below -

Step 3 -
Create another formula field to display the progress. The detail of the field is given below -

Done.!!
Let's check how our Job Application page looks like -

When Status = 'New' -
When Status = 'Review Resume'
When Status = 'Phone Screen'
When Status = 'Schedule Interview'
When Status = 'Extend an offer'
When Status = 'Hired' / 'Rejected'

Great. Any feedback, please let me know. Thanks.


2 comments:

  1. The blog gave me idea to display process bar using formula field my sincere thanks for sharing this post and please countinue to share this kind of post
    Salesforce Training in Chennai

    ReplyDelete
  2. Fantastic, this was just what i was looking for. Thanks

    ReplyDelete