In this article, you can learn an example workflow of how to add a pipeline to your app where a contact can go through three stages.
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."
If this your first time creating an app, you'll need to know some basics about adding tables, fields, pages, and views. You can start by reading our Builder Basics section.
In this example, you will be creating a sales pipeline where a contact can go through three stages:
Create a Contacts Table
In the Data section of the Builder, create a table 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 table, add a multiple choice field called "Status". This field will track which stage a Contact is in.
Include the following options:
Create a Leads Page and Grid
In the Pages section of the Builder, add a new page using the Contacts table. You'll choose a Grid view and name the page "Leads".
Once the page and grid are created, select the pencil icon on the Grid view to open the editor. Then, go to the Source section and add a filter rule to your data that says to display only the contacts whose status is "Lead":
Add A Link to Move the Contact to the Next Stage
First, select the pencil icon on the grid to open the view editor. Then, in the "Add Columns" section, go to the "Actions" tab.
Next, select the "Trigger an action" option to add it as a new column to the grid. 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, the 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.
Here's how your app will look after following the above steps:
Extend This Workflow
You can extend this workflow by sending email notifications to users when a record moves to a new part of the pipeline.
You can read more about email notifications here in this article.