---
schema_version: "1"
id: bc13dcfe9458693c332c8e5f7c339cdd2cdd596540350c31a5747c32b3210a3f
title: Set Up Path for Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_set_up_path.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_path.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6552239677b00ceeccff515a1babd51b38b52d40a2a884e6bd5a737cbd980cf7
description: To guide your team as they complete field service jobs, add an interactive, color-coded progress bar to work orders, work order line items, and service appointments.
products:
  - Field Service
release: "264"
---
# Set Up Path for Field Service

To guide your team as they complete field service jobs, add an interactive, color-coded progress bar to work orders, work order line items, and service appointments.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d120822e72">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d120822e72 ">To set up a path:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d120822e72 ">Modify All Data</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d120822e72 ">To create, customize, or publish an Experience Cloud
              site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d120822e72 ">Create and Set Up Experiences AND View Setup and
              Configuration</td>

          </tr>
        </tbody>
      </table>

With Path, your team can quickly see a record’s status and how close it is to completion, and update the status by clicking the desired value on the path.

![Path on a work order](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_path.png)

You can set up one path per record type. The steps in a path (1) correspond to the Status picklist values. Help users succeed by displaying up to five key fields and handy step-specific guidance beneath each path step (2).

Several statuses can represent the record’s conclusion: Canceled, Cannot Complete, Completed, and Closed. Therefore, the last stage of the path displays as **Final Status** when the record is open. Users are prompted to select a final status from these values when they try to close the record, and the path then shows the selected final status. The order of the path steps is based on the order of the values in the Status picklist, though statuses representing conclusion are grouped in the final step.

Path is available for work orders, work order line items, and service appointments in Lightning Experience and Experience Builder sites. It isn’t available in Salesforce Classic, the Salesforce mobile app, or the Field Service mobile app.

1. On the Path Settings page in Setup, enable Path. Select **Remember User's Path Preferences** to let users decide whether the path remembers its previous state or is always closed when the page loads.
2. If you plan to create a path based on the Status field for a field service object, assign a [status category](https://help.salesforce.com/s/articleView?id=service.fs_status_categories.htm&release=264.0.0&type=5 "Service appointments, work orders, and work order line items have two status-related fields—Status and Status Category—which come with the same standard values. Status categories, which are referenced in many field service processes, allow you to use custom status values while maintaining a consistent work classification for tracking, reporting, and business process management.") to each status. From the field settings for the object’s Status picklist field in Setup, click **Edit** next to a value. Select the corresponding status category and save your changes. Status categories determine which statuses are grouped in the Final Status stage on the path, and are also used in scheduling.
    
    ![Status Picklist values](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_status_category.png)
3. From the Path Settings page in Setup, follow the prompts to create a path for the Work Order, Work Order Line Item, or Service Appointment object. Paths can be based on the Status field or a custom picklist. Optionally, select key fields or add guidance for each step in the path.
4. To add your path to record detail pages in your org, drag the Path component onto the object detail page in Builder.
5. To add your path to an Experience Builder site, drag the Path component onto the object detail page in Experience Builder.

#### See Also

- [Lightning Flow for Service and the Actions & Recommendations Component](https://help.salesforce.com/articleView?id=console_lex_guided_action_list_component.htm&language=en_US)