Displaying X-Pages Content on the Call Report
The X-Pages widget on the call report displays relevant content that enables users to easily view key information for call reporting without leaving the call report.
Content developers can create a custom X-Page for the call report. For example, the X-Page content could include call history for an account, sales data for a product, a summary of the steps to take on the call, or other account data to inform the user’s next visit with an HCP.
Who can use this feature?
- iPad Users
- Users do not require an additional license
- Content Developers, End Users
Configuring X-Pages Content to Display on the Call Report for
Content Developers
To configure this feature, ensure Configuring X-Pages is complete.
Content creators can use X-Pages Studio and a pre-defined template to create and customize the widget. See Using the Call Report Page Template.
End Users
To configure this feature:
- Ensure Configuring Call Reporting is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant read permission to the call2__v object type on the html_report__v object.
- Grant view permission to the xpages_section__v object control on the call2__v object.
- Navigate to Admin > Configuration > Objects > call2__v > Layouts.
- Place the xpages_section__v object control on the appropriate call2__v layout.
Displaying X-Pages Content on the Call Report as
Content Developers
Create a custom content zip file and publish it as an HTML Report in Vault. See Creating X-Pages Content for more information.
Content developers can query call header and call attendee information using standard X-Pages querying functions:
- To retrieve the current call header information, use the getDataForCurrentObject method
- To retrieve call attendee data, use the getAttendeeDataForCurrentCall method
The data retrieved includes both data committed to the local database and data in memory (changes made before a user saves or submits the call report).
The getAttendeeDataForCurrentCall method only returns IDs for accounts listed in the Attendees section of the call report. It does not return the ID for the account selected on the parent call.
The following functions are not supported for X-Pages content on the call report:
- Deep link functions:
- newRecord(configObject)
- viewRecord(configObject)
- executeSuggestionAction(SuggestionId,actionType)
- launchMediaForAccount(account, presentationId, keyMessageMediaFileName)
- sendToMySchedule(configObject)
- Inline edit functions:
- createRecord(configObject)
- updateRecord(configObject)
- Order-specific functions:
- refreshOrder()
End Users
X-Pages content displays in its own section when users create a new call report or edit a call report. For group calls with unique activities, the X-Pages widget displays on each child call.
The example content in this screen shot is generated from custom X-Pages code.
The X-Pages call report widget only displays when users create or edit a call report. It does not display when the call is in view mode or after the call is submitted.
Content in the X-Pages call report widget is refreshed each time one of the following occurs:
- The call territory or call object type changes
- Users return from:
- The Manage Attendees modal
- The Record Details modal
- The signature screen
- CLM content, launched from the Start Media button
- The Send Email modal
- The Create Order modal
- The Create Inventory Monitoring modal
- The Create Medical Insight modal
- The Create Medical Inquiry modal
- Users take one of the following actions on a unique activities group call:
- Return to the parent call from an attendee call report
- Move to an attendee call report using Jump To
