Set Up Path for Field Service
- On the Path Settings page in Setup, enable Path. SelectRemember User's Path Preferences to let users decide whether the path remembers its previous state or is always closed when the page loads.
- If you plan to create a path based on the Status field for a field service object, assign a status category to each status. From the field settings for the object’s Status picklist field in Setup, click Edit next to a value. Select the corresponding status category and save your changes. Status categories determine which statuses are grouped in the Final Status stage on the path, and are also used in scheduling optimization.
- From the Path Settings page in Setup, follow the prompts to create a path for the Work Order, Work Order Line Item, or Service Appointment object. Paths can be based on the Status field or a custom picklist. Optionally, select key fields or add guidance for each step in the path.
- To add your path to record detail pages in your org, drag the Path component onto the object detail page in Builder.
- To add your path to a Lightning community, drag the Path component onto the object detail page in Community Builder.