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Track deals, projects or support at each stage and what’s scheduled to close.

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Overview

Track deals, projects or support at each stage and what’s scheduled to close.

Installation

To install from the Marketplace, click on the "Add to Project" button and then select the project you wish to add it to before updating the project to pull in the plugin.

To install from the backend, go to Settings -> Updates & Plugins -> Install Plugins and then search for Prismify.Pipeline.

Add Pipeline and Stage to any model

This plugin provides an easy way to add pipeline fields, pipeline and stage, to any model. Simply add these columns to the database table:

$table->integer('pipeline_id')->unsigned()->nullable()->index();
$table->integer('stage_id')->unsigned()->nullable()->index();

Then implement the Prismify.Pipeline.Behaviors.PipelineModel behavior in the model class:

public $implement = ['Prismify.Pipeline.Behaviors.PipelineModel'];

This will automatically create two "belongs to" relationships:

  1. pipeline - relation for Prismify\Pipeline\Models\Prismify
  2. stage - relation for Prismify\Pipeline\Models\Stage

Back-end usage

Forms

You are free to add the following form field definitions:

pipeline:
    label: Pipeline
    placeholder: -- select pipeline --
    type: dropdown

stage:
    label: Stage
    placeholder: -- select stage --
    type: dropdown
    dependsOn: pipeline

Lists

For the list column definitions, you can use the following snippet:

 pipeline:
     label: Pipeline
     searchable: true
     relation: pipeline
     select: name
     sortable: false

 stage:
     label: Stage
     searchable: true
     relation: stage
     select: name
     sortable: false

Open to your Ideas!

Let us know if you have any questions, ideas or suggestions! Just drop a line at [email protected].

Developed by Algoriq.

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Track deals, projects or support at each stage and what’s scheduled to close.

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