Managing X-Pages Visibility for Accounts
Admins can control when X-Pages content displays for specific accounts. This ensures an X-Page only displays when the data being queried is available, avoiding confusion for end users.
For example, an end user can view an X-page that queries and displays account user data from Veeva Link. Dr. Clinton Ackerman has a Veeva Link profile, while Dr. Bob Adams does not. When the end user selects Dr. Ackerman’s account record on their iPad, the tab for Veeva Link displays in the Sunrise bar. When they select Dr. Adam’s account record, the Veeva Link tab does not display.
Who can use this feature?
- Business Admin Users - Browser
- Managing X-Pages Visibility for Accounts
- End Users - Browser, iPad
- Using X-Pages Visibility for Accounts
- Users do not require an additional license
Configuring X-Pages Visibility for Accounts for
Business Admin Users
To configure this feature:
- Ensure Configuring X-Pages is complete.
-
Navigate to Admin > Users & Groups > Permission Sets.
-
Select the appropriate permission set.
-
Select the Objects tab.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
html_report__v
CRED
All Object Types
visibility_criteria__v
Edit
-
Navigate to Admin > Configuration > Objects.
- Select html_report__v
- Select Layouts
- Add the visibility_criteria__v field to the appropriate layout. For example, to manage visibility for X-Pages content with the account_reports__v object type, add the field to the account_reports__v layout.
- Select Save
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Navigate to Business Admin > Objects> html_report__v.
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Select the appropriate report.
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Select Edit.
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Populate the visibility_criteria__v field with a reference to any Yes/No field. Ensure the field exists on the account__v object, and the object and field names are correct. If the reference is invalid, the visibility_criteria__v field is ignored.
-
Select Save.
End Users
To configure this feature:
- Ensure Configuring X-Pages is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
html_report__v
R
All appropriate object types
visibility_criteria__v
Read
Managing X-Pages Visibility for Accounts as
Business Admin Users
Business admin users can manage visibility to X-Pages content displayed for the following object types:
- account_profile_override__v
- account_reports__v
- kol__v
- em_speaker__v
To manage end user visibility to X-Pages content for an account:
- Navigate to the appropriate account.
- Select Edit.
- Select the custom check box to display X-Pages content on the record. Depending on how this feature was configured, the custom check box might display in its own section.
- Select Save.
To hide X-Pages content for an account, deselect the custom check box.
Using X-Pages Visibility for Accounts as
End Users
X-Pages content displays only when the data being queried is available to the end user.
