App Link Display Settings


This chapter describes how to set up App Link for use.

These settings are not required.

Please configure the settings if necessary according to your usage environment.

Goal: To move to the LINE WORKS talk screen with external users.

Behavior when related listings are placed in a page layout


What is App Link (Universal Link) ?

App Link (Universal Link) can be used to launch LINE WORKS apps and perform certain operations.

App Link (Universal Link) is supported on the mobile application of LINE WORKS.

Talk functions are also available in the browser version.

Fields & Relationships

Goal: Create field to be displayed in the related list of linked objects.

* If the linked object is "Lead", "Account (individual Account)", or "Contact", skip this setting.

* For details on the linked object, see Integration Target Object Settings: LINE WORKS Integration Settings

1. Click the gear icon at the top right of the screen - [Setup] - [Object Manager].
* Alternatively, search for “Object Manager" with a quick search

2. In “Object Manager” , click the “LINE WORKS”

3. In “Fields & Relationships”, click the “New” button

4. Select "Lookup Relationship" in "Data Type" and click the "Next" button.

5. Select the object to be linked in "Related To" and click the "Next" button.

6. Enter the following information in the "Enter Details" field and click the "Next" button.

   [Field Label] – [optional]
   [Field Name] – [optional]
   [Child Relationship Name] – [optional]

スクリーンショット 2023-06-21 16.01.26.png

* The attached image is an example of setting arbitrary items.

7. In the profile(*) to be used in "Item Level Security Settings," check the "Referable" checkbox and click the "Next" button.
* The profile must be applied to the profile of the user who authenticated on the LINE WORKS linked authentication screen.

8. Select "LINE WORKS Layout" as the page layout for displaying the items in the "Add reference field to Page Layouts" section, and click the [Next] button.

9. In the "Add custom related lists" section, select the name of the page layout you wish to display as a related list and click the [Save] button.


Goal: Create a flow to store values in the custom items created in the previous section.

* If you have not done "Fields & Relationships," skip this step.

1. Click the gear icon at the top right of the screen - [Setup] - [Flows].
* Alternatively, search for “Object Manager" with a quick search

2. Click "New Flow" button

3. Select "Record-Triggered Flow" in "New Flow" and click "Create" button.

4. A new window "Configure Start" will be launched,
    If the window is closed, you can open it by clicking the "Edit" link.


5. Select and enter the following 

       [Object] – [LINE WORKS]
       [Trigger the Flow When :] – [A record is created or updated]
       [Condition Requirements] – [All Conditions Are Met (AND)]
       [Field] – [palw__RecordId__c]
       [Operator] – [Starts With]
       [Value] – [First 3 digits of prefix of linked object record (*)]

      How to find out the prefix
        The entity type of all Salesforce record IDs is encoded in the first 3 characters

スクリーンショット 2024-03-05 19.12.11.png

6. Click Add Element (+)

7. Click on "Update Triggering Record"


8. Select and enter the following information in "New Update Records"

      [Label] – [Update]
      [API Name] – [Update]
      [Field] – [Reference relationship items created with Fields & Relationships]
      [Value] – [$Record > Record ID]

スクリーンショット 2024-03-05 19.14.45.png

9. Click "Save" button (the following is optional)

[Flow Label] – [LINE WORKS Update]
[Flow API Name] – [LINE_WORKS_Update]

10. Click "Activate" button

Page Layout

Goal: To enable the use of App Link

1. Click the gear icon at the top right of the screen - [Setup] - [Flows].
    * Alternatively, search for “Object Manager" with a quick search

2. From the list of custom objects, click on the object to be linked

3. "Page Layout," click the page layout you wish to view.

4. On the Edit page, select the Related List, and drag & drop "LINE WORKS" from the list at the top of the

    screen to add it to the Related List.


5. Click Related List Properties


6. Select the following in "Related List Properties" and click the "OK" button.

    [Selected Fields] – [LINE WORKS]
    [Selected Fields] – [Nickname]
    [Selected Fields] – [App Link] 
    [Selected Fields] – [Link]


7. Click "Save".

前へUser Settings

次へTalk Log Display Settings