Path for Funding Requests

What is a Path? Paths are ways to visualize a business process and guide users along the steps in the process. A path is based on any picklist field on a standard or custom object. For each step of the path, key fields can be displayed to focus users on the most critical information. In addition, help text can be added for step-specific guidance.

Sample Path The Outbound Funds Package does not contain any Paths yet. You may want to create your own Paths such as:

• Status on Funding Request
• Status on the Funding Program
• Status on the Requirement

Building a Path To utilize Paths, Paths must first be enabled in the org. To do this,

1. From Salesforce click the then click Setup​.
2. Enter Path Settings in the Quick Find search box.
3. Click Enable.

Once enabled, follow the steps below from the Path Settings Page:

1. Click New Path.
2. Give the path a name and choose the object/field to be used and click Next. For example:
3. Note the Record Type option. If Record Types have been introduced, Paths are specific to a Record Type.
4. The next page is where you will select fields and provide guidance for each step in the Path. Click the Step you want to add information and click +Add/Update Fields to add fields.
   1. A popup will appear where you can add/remove fields (up to five) and change the order.
   2. Add any help text for users in the Guidance for Success text box. At this point, the path will look similar to this:
5. Once the particular step is completed, select the next step and repeat steps 3 & 4.
6. Click Next when all steps are completed.
7. Select Active and click Finish.

To add the Path to a Lightning Page, follow the steps below:

1. From Setup, click the Object Manager​ tab.
2. Scroll to find the name of the object you are creating the path for.
3. Click the Lightning Record Pages section on the left hand side of the page and click the respective page you would like to add the page to.
   1. If there are no Lightning Pages, click “New” and follow the steps to create a new Record Page.
4. From the Lightning Page, click Edit and you will be directed to the Lightning App Builder.
5. Select the Path in the Standard Component list and drag to the header region as shown below.
6. Update the rest of the Lightning Page as needed and click Save.
7. Once completed, the Path will look similar to this when navigating to a record page:

For more information on Paths and how to create them, check out this Trailhead Trail and help documentation.