Microsoft Dynamics® CRM Training
Custom Fields in the Process Bar
An error occurred while loading the video. Please try again.
The December 2012 Service Update introduced new flow forms for the Account, Case, Contact, Lead, and Opportunity entities. The flow forms came with a Process Bar for Cases, Leads, and Opportunities. This Process Bar helps keep records on point, and it allows users to visualize the progress of a sale or case.
As you configure the sales or service processes to meet the needs of your business, you may find yourself needing to add custom fields. While the Process Bar is easily customizable, as discussed in “Process Control Configuration”, it may not be apparent that custom fields can be added to it. In this lesson I’ll demonstrate how to add a custom field to the Process Bar, and show you how some of the various field types function.
I begin in the Form Editor for the Lead entity. From here, I can create a custom field by clicking the New Field button. I have already prepared a custom field for this lesson called “Call Back Date”. It is a date and time field that I want to place in the Process Bar.
In the Field Explorer, if I check the Only show unused fields box and select Custom Fields, I see my Call Back Date field. Normally I would drag the field onto the form, but the Process Bar is not present here.
Instead, I can return to the record and, in the command bar, click the ellipses then click “Edit Sales Process”. When the Process Control Customization Tool for sales opens, the first thing I need to do is select which stage I want to insert the field into. I’ll select Qualify since it is the only stage of the Lead entity. There is no way to drag the custom field onto the process like in the Form Editor. Instead, I click the add icon in the Steps column.
A new step appears at the top, which I’ll name “Call Back”. Notice that the step label does not need to match the field label. In the Fields column, I select my custom field from the dropdown.
I don’t want this to be the first step, so I’ll move it down by clicking the Move arrow. Now that I have the field where I want it, I can click the OK button and Dynamics CRM publishes my customizations.
When the record refreshes, I see that my custom field is located in the Process Bar. Note that even though the Process Bar looks different from the rest of the form, the fields function similarly. For example, the Existing Contact and Existing Account fields are lookups, and function just as they would on the body of the form.
The Purchase Timeframe step hosts a dropdown field, and the Estimated Budget step is a currency field. Even my Call Back step, which hosts a date and time field works by presenting an inline calendar. Lastly, the Capture Summary step hosts a multiple lines of text field. When I click it, a text box appears in line.
Even though adding custom fields to the Process Bar requires different steps than adding them to the body of the form, the end result is virtually identical.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.