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Add the Workflow Path Component to the Quote Record Page

Add the Workflow Path Component to the Quote Record Page

Add the LifeSciStagePathContainer lightning component to see the workflow path details on the Quote record page. This component shows all stages and stage operation actions configured in a workflow path.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To add the Workflow Path component to the Quote record page: Life Sciences Commercial Admin
  1. From the App Launcher, find and select Quote.
  2. Select a quote.
  3. Click Setup, and then select Edit Page.
  4. Drag LifeSciStagePathContainer from the component panel onto the Quote record page.
  5. Save your changes.
 
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