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Add a Pipeline to Your App

Danielle Kellogg Updated by Danielle Kellogg

Scenario 

You want to add a pipeline into your app. This pipeline will have a defined progression from a common start point to a common endpoint. This way, each record starts at the beginning and goes through a series of actions to progress through the pipeline.

A common example is a sales or customer pipeline. The potential customer may begin as a “lead” and follow a specific path on the way to becoming a "customer."

Requirements

If this your first time creating an app, you'll need to know some basics about adding objects, fields, pages, and views. You can start by reading our Builder Basics section

Other good resources can be found in our designing the database and building pages sections of the knowledge base.

Steps

In this example, you will be creating a sales pipeline where a contact can go through three stages:

  • Lead
  • Proposal
  • Customer/Won 

Create a Contacts Object

In the Schema section of the Builder, create an object to store your Contacts.

For this tutorial, you'll need at least one field for the contact's name, but you can feel free to include any other fields you'd like:  

Add a Status Field

In the Contacts object, add a multiple choice field called "Status." This field will track which stage a Contact is in.

Include the following options: 

  • Lead
  • Proposal
  • Customer/Won

Create a Leads Page and Table

In the Pages section of the Builder, add a new page using the Contacts object. You'll choose a table view and call the page "Leads."

Once the page and table are created, click on the table view to open the editor. Then go to the Source section and add a filter rule to data that says to display only the contacts whose status is "Lead":

image

First, click on the table to open the view editor and, in the "Add Columns" section, go to the "Actions" tab. Click on the "Trigger an action" option to add it as a new column to the table. This creates a link that will trigger an action directly from the view.

Now hover over the new column and click on the pencil edit icon to edit the new action link. Update the Column Header to say "Next" and change the Link Text to say "Update to Proposal."

Then update the action criteria to update the status field to "Proposal".

When clicked link will automatically update the Contact from a Lead to the next status: Proposal.

You can read more about adding and managing action links here.

Repeat the Steps for the Next Stage

Now that the Leads page is done, you can repeat this process for the next stage, Proposal, that moves contacts to the Customer/Won stage.

Your Results

Here's how your app will look now:

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