Creating X-Pages Content
The entry point for X-Pages content determines where it displays in Vault CRM. Content developers must create X-Pages to define the entry points and attach the content zip files. This applies to all X-Pages content, including page templates and custom content. After syncing their devices, end users can navigate to the appropriate entry point to view and interact with X-Pages content to plan and execute daily activities more efficiently.
Vault CRM supports MyInsights content migrated from Veeva CRM. See Setting the Content Target Platform for X-Pages
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Content Developers
Configuring X-Pages Content for
Content Developers
To configure this feature, ensure Configuring X-Pages is complete.
Creating X-Pages as
Content Developers
To create an X-Page:
- Create a custom content zip file.
- Navigate to the Business Admin tab.
- Select HTML Reports.
- Select Create.
- Select the appropriate object type for the desired entry point.
- Select Continue.
- Populate the Report Name field.
- Select the appropriate Object Type.
- Select Save.
- Select Upload in the Attachments section.
- Select the appropriate content zip file.
Each record should only have one zip file attached. Attachments must be zip files and must contain the index.html file directly in the zip. The attachment limit is 32 MB. Delete previous files if more room is required.
- Select Publish from the All Actions menu to make the content available in Vault.
Content developers must compress the content files, not the directory containing the files.
