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Energy & Utilities Cloud
Add the Milestone Tracker to the Individual Application Record Page

Add the Milestone Tracker to the Individual Application Record Page

Show milestone progress to users on the Individual Application record by adding the milestone tracker component on the record page.

Required Editions

Available in: Lightning Experience
Available in: All Editions with Energy & Utilities - Growth
User Permissions Needed
To edit the Lightning record page, add the Milestone Tracker component: Customize Application
  1. Open any Individual Application record.
  2. Click the Setup gear icon and select Edit Page.
  3. In the Lightning App Builder, search the component list for MilestoneTracker.
  4. Drag the Milestone Tracker component onto the record page.
  5. Save your changes.
  6. Activate your changes.
 
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