Add Opportunity Playbook Progress % to Opportunity Header
Inspired by a Client’s idea
Adding the Opportunity Playbook Progress % to the Opportunity Header panel is a great way to help drive ClosePlan adoption.
Note: Each Organization is unique, so there may be steps needed that are not represented here. If this is the case, please reach out to People.ai Technical Success here.
Create New Custom Field:
Go to the Gear icon in the top right > Setup > Object Manager > Opportunity > Fields & Relationships > New
Step 1. Choose the field type
Type: Formula
Next
Step 2. Choose output type
Field Label: Playbook Progress %
Field Name will auto-fill as Playbook_Progress → change to: CP_PlaybookProgress
Formula Return Type: Percent
Options: Decimal Places: 2
Next
Step 3. Enter Formula
Select the Simple Formula tab
Select Field Type: Opportunity
Insert Field: -- Insert Merge Field --
In the formula field, enter: TSPC__CPDeal__r.TSPC__EventProgress__c
Click the 'Check Syntax' button to ensure there are no errors
Description: Fill in as needed e.g. Displays the % of Events completed in the Playbook
Help Text: Fill in as needed
Next
Step 4. Establish field-level security
Select the needed Field Level Security for Profile (To select All, click the 'Visible' box on the column header until all boxes are checked)
Set all selected to 'Read Only' or as desired.
Next
Step 5. Add to page layouts
Add the field to desired page layouts
Example:
Save
Add the new Opportunity Playbook Progress % to the Opportunity Page Layout
Step 1. Create (Or edit existing) New Compact view and assign:
From any open Opportunity click on the Gear icon > Edit Object > Compact Layouts
Select System Default
Click on Clone
Step 2: Compact Layout Edit
Label: Compact1 (or a name you choose)
Move the field you created Opportunity Playbook Progress % (Playbook Progress %) from Available to Selected
Click on Save
Step 3: Compact Layout Assignment
Return to the Compact Layouts list (From any open Opportunity click on the Gear icon > Edit Object > Compact Layouts)
Select Compact1 from the list
Click on Compact Layout Assignment
Click on Edit Assignment
Compact Layout to Use: Compact1
Select the Record Types on which you want to display the field.
All selected Record Types will be highlighted when assigned.
Click Save
Step 4: Confirm
Open any Opportunity using the Record Type you selected and view to confirm the field is present.
Alternatively, the highlights section of ‘Page Layout’ can be used, dependent on the current layout:
From any open Opportunity click on the Gear icon in the top right > Edit Object > Page Layouts
Select the desired Page Layout
From the Highlights Panel at the top of the page layout, select the wrench (spanner) icon on the right
In the pop-up window, select Playbook Progress % from the 'Top field' menu
Click OK
Click on Save in the top left to save the Page Layout
Click Save
Confirm
Open any Opportunity using the Record Type you selected and view to confirm the field is present.
If the field is not present, check the page layout selected. If you are stuck, contact Technical Success for assistance here.
Note: Changes are usually ready in a few minutes, but it can sometimes take an hour or more for the field to display on the Opportunity Header.