Detail: Pipeline Widget

Who can use this feature?

👤  Available on all plans.

With the Pipeline Widget you can show and update the status of a process.

pipeline-stacker.png

Enable Pipeline Widget

  1. Go to a Detail layout
  2. Click Edit Layout
  3. Drag Pipeline Widget onto the layout
  4. Select a single-select dropdown field you want to use for the stages
  5. Toggle on the stages you want to use

pipeline.gif

Editing the Pipeline status

The pipeline is Read only by default. If you uncheck the Read only setting, your users will be able to change the stage by clicking a pipeline stage.

Screenshot_2022-04-14_at_12.51.50.png

You can use Permissions to control which users can edit the pipeline stage.

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