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.

Configuring X-Pages Visibility for Accounts for

Business Admin Users

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.

2. Select the appropriate permission set.

3. Select the Objects tab.

4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   html_report__v	CRED	All Object Types	visibility_criteria__v	Edit

5. 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

6. Navigate to Business Admin > Objects> html_report__v.

7. Select the appropriate report.

8. Select Edit.

9. 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.

10. Select Save.
    

End Users

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. 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:

1. Navigate to the appropriate account.
2. Select Edit.
3. 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.
   
4. Select Save.

To hide X-Pages content for an account, deselect the custom check box.