Column Setting - Action

In the Action tab, you can set links (action links) in cells within a column and specify that certain actions are performed when the links are clicked.

The following types of actions can be configured:

• Link to URL

• Open Record

• Call (Phone)

• Custom Event

Link to URL

Set a link to any URL.

• [A] URL specification method - Select how to specify the URL that will be the link destination

  • Direct input - Directly specify the URL that will be the link destination

  • Specify column - Select a column that contains the URL value that will be the link destination

  • Auto-detect - Detect URL strings (those starting with http:// and https://) in the content and automatically set links

• [B] URL - This can be entered when "Direct input" is selected as the "URL specification method". You can embed record values in the URL string by enclosing field API reference names with ${ and } like ${Id}

• [C] Column containing URL - This can be entered when "Specify column" is selected as the "URL specification method". The value displayed in the selected column is used as the link destination URL

• [D] Always display new browser tab - When the link is clicked, display the link destination URL in a new browser tab

Open Record

Open the record detail page for the specified record ID.

• [A] Record ID specification method - Select how to specify the record ID of the record to be opened

  • Specify field - Select a field that contains the record ID of the record to be opened

  • Specify column - Select a column that contains the record ID of the record to be opened

• [B] Field for record ID - This can be entered when "Specify field" is selected as the "Record ID specification method". Select a field from the sheet's main object that will be the record ID.

• [C] Column for record ID - This can be entered when "Specify column" is selected as the "Record ID specification method". The value displayed in the selected column is used as the record ID.

• [D] Display mode - Select how to display the record

  • View - Display the record detail screen

  • Edit - Display the record edit screen. In Lightning Experience, the edit screen is displayed in a popup dialog

Call (Phone)

Make a phone call to the specified phone number via Open CTI.

• [A] Phone number specification method - Select how to specify the phone number to call

  • Specify field - Select a field that contains the phone number to call

  • Specify column - Select a column that contains the phone number to call

• [B] Field for phone number - This can be entered when "Specify field" is selected as the "Phone number specification method". Select a field from the sheet's main object that will be the phone number.

• [C] Column for phone number - This can be entered when "Specify column" is selected as the "Phone number specification method". The value displayed in the selected column is used as the phone number.

Custom Event

Fire custom events that can be captured by the Message Channel API. For details on Message Channel API and custom events, refer to "Developing Apps using Message Channel API".

[A] Event name - Set an event name that can be identified by Message Channel API subscribers