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] Addressing Record - Select how to specify the record to be opened

  • From Field Value - Select a field that contains the record ID of the record to be opened

  • From Column Value - Select a column that contains the record ID of the record to be opened

  • From Current Column - Targets the record in which the value displayed in that column is stored. For a column that displays a field accessed through a relationship, the record at the end of the relationship is targeted

• [B] Field for record ID - This can be entered when "From Field Value" is selected as the "Addressing Record". 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 "From Column Value" is selected as the "Addressing Record". 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

In a union sheet, the object to which a record belongs differs from row to row, so "From Field Value" cannot be selected. Use "From Current Column" or "From Column Value". For union sheets, see "Union Sheet".

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.

To make phone calls with the "Call (Phone)" action link, Salesforce must have call center settings compatible with Open CTI configured, and the logged-in user must be added as a call center user. Additionally, the softphone must be placed in the utility bar in Lightning applications that include Mashmatrix Sheet tabs or Sheet components.

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