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”
- 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] - 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.
- Enter the following in "Section Properties" and press "OK" button
[Section name] – [LINE Talk Sent History] - 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. - 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.
- Click “Related List Properties”
- 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] - 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] - 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] - 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”
- 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] - 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] - 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”
- 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 - * 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.
- 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 - * 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.
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