Multichannel Activity Line

2023/06/22

Page Layout

  • Click gear icon at the top right of the screen -[Setup]-[Object Manager] or search for “Object Manager" with a quick search.
  • From the list of custom objects, click “Multichannel Activity Line”
    • 画像52.png
  • Click “Page Layouts” and press “New” button
  • On the “Create New Page Layout”, enter the following and click “Save”.
    [Page Layout Name] – [LINE Talk Sent Layout]

    • image.png
  • Click “Save”.

  • Click “Page Layouts” and press “New” button
  • On the “Create New Page Layout”, enter the following and click “Save”.
    [Page Layout Name] – [LINE Talk Received Layout]

  • Click “Save”.

Fields & Relationships

  • Click gear icon at the top right of the screen -[Setup]-[Object Manager] or search for “Object Manager" with a quick search.
  • From the list of custom objects, click “Multichannel Activity Line”
    • 画像53.png
  • Click “Fields & Relationships” and press “New” button
  • On “Choose the field type” page, select “Date/Time” and click “Save”.
  • On “Enter the details” page, enter the following information and click “Save”.
    [Field Label] – [LINE Talk Date]
    [Field Name] – [LINE_Talk_Date]

    • image.png
  • On “Establish field-level security” page, check “Visible” for Profiles(*) and
    click “Next”.

    * Apply to the authorized user profile on the LINE WORKS Coordination Authorization screen.

  • On “Add to page layouts” page, select ”LINE Talk Sent Layout” and ”LINE Talk Received Layout”, click “Save & New”. 
  • On “Choose the field type” page, select “Text Area (Long)” and click “Save”.

  • On “Enter the details” page, enter the following information and click “Save”.
    [Field Label] – [LINE Message]
    [Length] – [12,000]
    [Visible Lines] – [3]
    [Field Name] – [LINE_Message]

    • image.png
  • On “Establish field-level security” page, check “Visible” for Profiles(*) and
    click “Next”.
     * Apply to the authorized user profile on the LINE WORKS Coordination Authorization screen.

  • On “Add to page layouts” page, select ”LINE Talk Sent Layout” and ”LINE Talk Received Layout”, click “Save”. 

Record Types

  • Click gear icon at the top right of the screen -[Setup]-[Object Manager] or search for “Object Manager" with a quick search.
  • From the list of custom objects, click “Multichannel Activity Line”
    • 画像54.png
  • Click “Record Types” and press “New” button

  • On “Enter the details” page, enter the following information, check “make available” box for the relevant profiles(*), and click “Next”.
    [Existing Record Type] – Optional
    [Record Type Label] – [LINE Talk Sent]
    [Record Type Name] – [LINE_Talk_Sent]
    [Active] – True

    • image.png
    • * Apply to the authorized user profile on the LINE WORKS Coordination Authorization screen.
  • On “Assign page layout” page, select “Apply one layout to all profiles” and select “LINE Talk Sent Layout”、and then click “Save & New” button
    • image.png
  • On “Enter the details” page, enter the following information, check “make available” box for the relevant profiles(*), and click “Next”.
    [Existing Record Type] – Optional

    [Record Type Label] – [LINE Talk Received]
    [Record Type Name] – [LINE_Talk_Received]
    [Active] – True

    • image.png
    • * Apply to the authorized user profile on the LINE WORKS Coordination Authorization screen.

  • On “Assign page layout” page, select “Apply one layout to all profiles” and select “LINE Talk Received Layout”、and then click “Save & New” button
    • image.png

次へMultichannel Activity

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