Create custom path dynamically for a picklist field of Stage in Opportunity Object using lightning:picklistPath in Lightning Component Salesforce | how to create custom lightning path for a picklist field of Stage in Opportunity

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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.

Don’t forget to check out:- How to Insert New Record with Radio Button, Checkbox, Datepicker, Picklist, Long Text Area Using Lightning Component Click Here For More Information

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	It’s retrieve StageName Picklist value of Opportunity.

Final Output

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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/>
        <br/>
   <!--Start RelatedTopics Section-->
<div style="border:1px #ddd solid; padding:10px; background:#eee; margin:40px 0;">
            
            <p data-aura-rendered-by="435:0"><img src="https://www.w3web.net/wp-content/uploads/2021/05/thumbsUpLike.png" width="25" height="25" style="vertical-align:top; margin-right:10px;" data-aura-rendered-by="436:0"><strong data-aura-rendered-by="437:0"><span style="font-size:16px; font-style:italic; display:inline-block; margin-right:5px;">Don't forget to check out:-</span><a href="https://www.w3web.net/" target="_blank" rel="noopener noreferrer" style="text-decoration:none;" data-aura-rendered-by="440:0">An easy way to learn step-by-step online free Salesforce tutorial, To know more Click  <span style="color:#ff8000; font-size:18px;" data-aura-rendered-by="442:0">Here..</span></a></strong></p>
 
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                    <a href="https://www.youtube.com/channel/UCW62gTen2zniILj9xE6LmOg" target="_blank" rel="noopener noreferrer"><img src="https://www.w3web.net/wp-content/uploads/2021/11/youtubeIcon.png" width="25" height="25" style="vertical-align:top; margin-right:10px;"/> <strong>TechW3web:-</strong> To know more, Use this <span style="color: #ff8000; font-weight: bold;">Link</span> </a>
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  <!--End RelatedTopics Section-->

    </div>
</aura:component>

<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"/>

<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/>

<p data-aura-rendered-by="435:0"><img src="https://www.w3web.net/wp-content/uploads/2021/05/thumbsUpLike.png" width="25" height="25" style="vertical-align:top; margin-right:10px;" data-aura-rendered-by="436:0"><strong data-aura-rendered-by="437:0"><span style="font-size:16px; font-style:italic; display:inline-block; margin-right:5px;">Don't forget to check out:-</span><a href="https://www.w3web.net/" target="_blank" rel="noopener noreferrer" style="text-decoration:none;" data-aura-rendered-by="440:0">An easy way to learn step-by-step online free Salesforce tutorial, To know more Click <span style="color:#ff8000; font-size:18px;" data-aura-rendered-by="442:0">Here..</span></a></strong></p>

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<br/>

<a href="https://www.youtube.com/channel/UCW62gTen2zniILj9xE6LmOg" target="_blank" rel="noopener noreferrer"><img src="https://www.w3web.net/wp-content/uploads/2021/11/youtubeIcon.png" width="25" height="25" style="vertical-align:top; margin-right:10px;"/> <strong>TechW3web:-</strong> To know more, Use this <span style="color: #ff8000; font-weight: bold;">Link</span> </a>

</div>

</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();
            }
        }));
    },
    
})

({

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

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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); 
    },
    
})

({

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;
    }
     
}

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;

}

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FAQ (Frequently Asked Questions)

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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Hi, This is Vijay Kumar behind the admin and founder of w3web.net. I am a senior software developer and working in MNC company from more than 8 years. I am great fan of technology, configuration, customization & development. Apart of this, I love to write about Blogging in spare time, Working on Mobile & Web application development, Salesforce lightning, Salesforce LWC and Salesforce Integration development in full time. [Read full bio] | | The Sitemap where you can find all published post on w3web.net

8 thoughts on “Create custom path dynamically for a picklist field of Stage in Opportunity Object using lightning:picklistPath in Lightning Component Salesforce | how to create custom lightning path for a picklist field of Stage in Opportunity”

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July 23, 2021 at 2:11 pm

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Create custom path dynamically for a picklist field of Stage in Opportunity Object using lightning:picklistPath in Lightning Component Salesforce | how to create custom lightning path for a picklist field of Stage in Opportunity

Files we used in this post example

Create Lightning Component

customPathStatusCmp.cmp [Lightning Component File]

Create Component JavaScript Controller

customPathStatusCmpController.js [JavaScript Controller]

Create Component JavaScript Helper

customPathStatusCmpHelper.js [JavaScript Helper File]

Create Apex Class Controller

customPathStatusCtrl.apxc [Apex Class Controller]

What is the lightning path?

What is force recordData?

What is lead path in Salesforce?

Related Topics | You May Also Like

Author of w3web.net

8 thoughts on “Create custom path dynamically for a picklist field of Stage in Opportunity Object using lightning:picklistPath in Lightning Component Salesforce | how to create custom lightning path for a picklist field of Stage in Opportunity”

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