Hey guys, today in this post we are going to learn about How to Create custom path dynamically for a picklist field of Stage in Opportunity Object using lightning:picklistPath in Lightning Component Salesforce.
Files we used in this post example
customPathStatusCmp.cmp | Lightning Component | It is used to create a custom custom path for a picklist field of Stage in Opportunity Object in lightning component Uses of lightning:picklistPath. |
customPathStatusCmpController.js | JavaScript Controller File | It is hold Javascript doInit function. |
customPathStatusCmpHelper.js | JavaScript Controller Helper File | It is hold Javascript Helper onselect function to get the list of Picklist value and select the active stage. |
customPathStatusCtrl.apxc | Apex Class Controller | It is used to retrieve the list of Picklist value of Stage field from Opportunity Object through Apex class method. |
Standard Object:- Opportunity
Stage Picklist Fields:- StageName |
Standard and their fields | Itβs retrieve StageName Picklist value of Opportunity. |
Final Output
You can download file directly from github by Click Here.
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Create Lightning Component
Step 1:- Create Lightning Component : customPathStatusCmp.cmp
From Developer Console >> File >> New >> Lightning Component
customPathStatusCmp.cmp [Lightning Component File]
<aura:component controller="customPathStatusCtrl" implements="force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickAction" access="global" >
<aura:handler name="init" value="{!this}" action="{!c.doInit}"/>
<aura:attribute name="stagePicklistField" type="object"/>
<aura:attribute name="recordId" type="string"/>
<div class="slds">
<div class="pathStatus">
<force:recordData aura:id="record"
layoutType="FULL"
recordId="{!v.recordId}"
targetFields="{!v.stagePicklistField}"
mode="EDIT" />
<lightning:picklistPath aura:id="stagePicklistPath" recordId="{!v.recordId}"
variant="linear"
picklistFieldApiName="StageName"
onselect="{!c.stagePicklistSelect}">
</lightning:picklistPath>
</div>
<br/>
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<div style="border:1px #ddd solid; padding:10px; background:#eee; margin:40px 0;">
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</div>
</aura:component>
Create Component JavaScript Controller
Step 2:- Create Lightning Component : customPathStatusCmpController.js
From Developer Console >> File >> New >> Lightning Component >> JavaScript Controller
customPathStatusCmpController.js [JavaScript Controller]
({
doInit : function(component, event, helper) {
helper.getStageNameHelper(component, event, helper);
},
stagePicklistSelect : function (component, event, helper) {
var stepName = event.getParam("detail").value;
alert('stepName ' + stepName);
component.set("v.PicklistField.StageName", stepName);
component.find("record").saveRecord($A.getCallback(function(response) {
if (response.state === "SUCCESS") {
$A.get('e.force:refreshView').fire();
}
}));
},
})
Create Component JavaScript Helper
Step 3:- Create Lightning Component : customPathStatusCmpHelper.js
From Developer Console >> File >> New >> Lightning Component >> JavaScript Helper
customPathStatusCmpHelper.js [JavaScript Helper File]
({
getStageNameHelper : function(component, event, helper) {
var action = component.get("c.stageNamePath");
action.setParams({"recId":component.get("v.recordId")});
action.setCallback(this, function(response){
var state = response.getState();
if(state == 'SUCCESS'){
var result = response.getReturnValue();
component.set('v.recordId', result.Id);
}
});
$A.enqueueAction(action);
},
})
Create Apex Class Controller
Step 4:- Create Apex Class : customPathStatusCtrl.apxc
From Developer Console >> File >> New >> Apex Class
customPathStatusCtrl.apxc [Apex Class Controller]
public class customPathStatusCtrl {
@AuraEnabled
public static Opportunity stageNamePath(String recId){
Opportunity stageList = [SELECT Id, Name, StageName FROM Opportunity WHERE Id=:recId];
system.debug('stageList ' + stageList);
RETURN stageList;
}
}
Further post that would you like to learn in Salesforce
What is the lightning path?
A lightning:path component displays the progress of a process, which is based on the picklist field that's specified by Path Settings in Setup. The path is rendered as a horizontal bar with a chevron for each picklist item.
What is force recordData?
A force:recordData component defines the parameters for accessing, modifying, or creating a record using Lightning Data Service.
What is lead path in Salesforce?
Like any kind of path, a sales path leads you where you need to go. Using sales paths helps your sales reps adopt and adhere to your company's sales processes without getting sidetracked. Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly.
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