Questions tagged [pathassistant]

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How to hide select a closed stage window for cases in lightning salesforce

How to hide select a closed stage window for cases in lightning salesforce? Because Closed status is having only one value - Resolved.User does not want to perform additional clicks.
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36 views

Visual Force - Dynamic questions asked based on previous questions

My goal is to create a form to ask my users what document they want to have generated from a template list. This template list depends on every object. Each of those templates may (or may not) require ...
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130 views

No more record types are available for this object

I'm not able to create Path setting for Opportunity. When I clicked on Path Setting > Enable > New Path > (Under No more record types are available for this object.) I have to fill Path Name: Opty ...
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20 views

Anchor from Salesforce path to field section

We have a very big page layouts with different section. Is it possible to connect each field sections(Page Layout) from the guided path ? I tried using the link as that is the only option present ...
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2answers
688 views

Change set components needed for Path?

What components do I need to move from one org to another to get a path component working on a lightning record page again? I'm using a change set to move the components. I'm currently getting this ...
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2answers
259 views

Deploying Default_Opportunity.pathAssistant via the Metadata API causes Error: java.lang.IllegalStateException: Programmer error:

As title says, a deploy via Ant is failing when trying to deploy a path on opportunity. After searching, I found a few posts on the Salesforce forums back from 2017 related to this issue, but nothing ...
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1answer
1k views

Does Path support editing of dependent picklist field?

I've added a dependent picklist field to Path's key fields. However, it displays only the current value and --None--. Sub-Stage field when edited in the path: Sub-stage field when edited from ...
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1answer
240 views

Can the “Path” element be hidden once the final criteria has been met?

I'm wondering if its possible to turn off or hide the "Path" across the top when the final criteria is met. Then have a new path show up in its place. Currently the only way I can think about getting ...
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1answer
176 views

Describe for PathAssistant in Apex?

So salesforce has this awesome Path component, which I have created to display the stages of the opportunity. I was trying to check if there is is a way to get the path metadata in apex. Like for ...