The progress bar is a new field type that can be added when creating custom fields for a module created using Module Builder. It can be used to give a visual representation of progress when tracking through several stages.
To Create a Progress Bar:
Firstly, create a new module by going to the main menu under “System” and select “Custom Fields” and then select “Module Builder”.
Create a new module by clicking the “Create” button on the right-hand side.
Enter the name for your new module (e.g. Event Tracker). Then enter the primary field name such as the Description and click “Save” at the bottom.
Then on the top menu select “System” and then “Custom Fields” and click “Create and Maintain”.
Select the Module you created from the drop down list and select the section you wish to add the field to.
Select “Add New Field” on the right-hand side and in the field type select “Progress Bar”. You can choose from two progress bar styles. To change the style, use the “Progress Bar Style” dropdown list. Then add the stages for by clicking “Create” under “Lookup Values” and add them in the text boxes that appear.
To ensure you can edit the stages and record the progress, tick the “Allow changes to stage” checkbox field. Then click “Save”. Changes to status can also be done automatically as part of automated workflow processes. For more details on workflow options, log a request in the ChilliDB helpdesk.
View the new Progress Bars
Go to the “More” menu and select the module you first created. Then click “Create”.
Enter in the description and in the “Progress Bar” dropdown, select the stage you are up to. Click “Save”.
After saving you will see the progress bars displayed. The progress bar provides a visual representation of what stage has been reached.
Create a Hierarchy
When several stages need to be tracked, you can create a hierarchy by adding another progress bar field and pairing it to the original. This will allow you to track each stage in more detail.
To create the second level of the hierarchy, create another field for the second progress bar and repeat the steps from before. Then, select the parent field and ensure you have selected the first progress bar.
Then add the required detailed stages for each parent field value. Click “Save” when completed.
Access the module you created and select the description through the “Search” button. You will now see both progress bars displayed.
