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Pipeline

The Pipeline component allows a user to quickly and visually assess the status of an item. For example, a Pipeline could be used to indicate the location of a client within a sales funnel, or the corrective stage of an incident report.

A screenshot of an example pipeline component. The pipeline consists of three large and stylised arrows that flow into each other. Each arrow has a word on it: "New", "Open", and "Closed". In this example, the "New" arrow is coloured with blue, whereas the "Open" and "Closed" arrows in the pipeline are grey. This indicates that the pipeline is at the first "New" step.

A Pipeline component set to the "New" choice.

A screenshot of an example pipeline component. The pipeline consists of three large and stylised arrows that flow into each other. Each arrow has a word on it: "New", "Open", and "Closed". In this example, the "New" arrow is coloured with blue, the "Open" arrow is coloured with yellow, and the "Closed" arrow is coloured with green. This indicates that the pipeline has reached the end, as "Closed" is coloured.

A Pipeline component set to the "Closed" choice.

Pipelines Inherit from a Choice Column​

In order to use a Pipeline Choice, a Choice Column must first be present on the table.

Pipeline Synchronise with a Choice Field​

Selecting a value in the Pipeline is identical to selecting the option from a Choice-type field. If you have the same field added as a Choice field, they will always be in sync with each other.

Pipeline with a choice field

The colour of the Pipeline choices are derived from the Choice column. If colours are defined in the options of a Choice column, they will appear in the Pipeline.

Choice field colour configuration