Classify and track record status with picklist mapping
A record category is a high-level classification that would represent the overall status of a record by grouping related picklist values into broader, meaningful categories. It helps summarize where a record stands without relying on individual or detailed stages.
- In the Payments module, multiple deal or payment related stages such as Payment Declined, Transaction Failed, or Refund Initiated, can all be classified under a single category such as 'Failed'.
- In the Contacts module, each contact represents the primary user being onboarded, and their progress is captured using a picklist field such as Onboarding Status.
Go to Setup > Modules and Fields
Navigate to the desired module > Create/edit a picklist field.
Enable the option: Define Record Category
In the Manage Categories window:
Use the default record categories (Success, Failed, Open/Other), or
Create custom categories relevant to your process.
Assign a visual indicator to each category: Positive, Negative, or Neutral.
Click Done to save the Record Categories.
In the picklist properties, map each picklist value to a relevant record category.
Click Done to complete the configuration.
To get a bird's eye view of the record progress in the record's details page, enable Display Transition for options.
- It will provide a transition strip on the record's details page for the user.
Notes.
Limits:
A maximum of 5 categories can be assigned to the options.
This can be enabled only for a single picklist per module.
Record categories can be configured for picklists with up to 200 options.
The visual indicators (thumbs up, thumbs down) are not mandatory for the configuration of the record category.
Configuring record category will create a date and time field to track updates in the picklist fields (for internal purpose), and this date and time field will be consumed from the custom date and time field limit.
Module supported: All modules, except a few (Users, Quotes, Invoices, Sales Orders, and Purchase Orders) will be supported.
Editions supported: The feature will be supported in all paid editions.
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