Multichannel Activity

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”
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  • 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]

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  • On the edit page, add "Section" from the list at the top of the screen by dragging and dropping to the bottom of the "Custom Links" section.
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  • Enter the following in "Section Properties" and press "OK" button
    [Section name] – [LINE Talk Sent History]

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  • On the edit page, add the "Account" field and "Start Date Time" field from the list at the top of the screen by dragging and dropping.
    *Add the fields to the created [LINE Talk Sent History] section.

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  • On the edit page, click “Related lists” and add "Multichannel activity lines" to the related list by dragging and dropping from the list at the top of the screen.
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  • Click “Related List Properties”
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  • Select the following in “Related List Properties” and press the “OK” button.
    [Selected Fields] – [Multichannel activity line name]

    [Selected Fields] – [LINE Talk Date]
    [Selected Fields] – [LINE Message]
    [Sort by] – [LINE Talk Date] – [Ascending]
    [Apply column information to other page layouts] – [LINE Talk Sent Layout]

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

    • image.png
  • Open the section properties of the section "LINE Talk Sent History", edit as follows and press the "OK" button.
    [Section Name] – [LINE Talk Received History]

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  • Select the following in "Related List Properties" and press the "OK" button.
    [Apply column information to other page layouts] – [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”
    • 画像59.png
  • Click “Fields & Relationships” and press “New” button
  • On “Choose the field type” page, select “Text Area(Long) ” and click “Next”.
  • On “Enter the details” page, enter the following information and click “Save”.
    [Field Label] – [LINE Talk To]
    [Length] – [50,896]
    [Visible Lines] – [3]
    [Field Name] – [LINE_Talk_To]

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  • 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” and click “Next”.
  • On “Enter the details” page, enter the following information and click “Save”.
    [Field Label] – [LINE Talk From]
    [Field Name] – [LINE_Talk_From]

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

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    • * 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.
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  • 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” button.
    • image.png

前へMultichannel Activity Line

次へConsent Type

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