Setting the Default X-Pages Home Page
To allow users to view customized territory-level information immediately after signing in to Vault CRM, content developers can create custom X-Pages content to display information tailored to end users, for example, product formulary updates, marketing activities, changes in product metrics, recent clinical trials, and more.
Business admins can then set the custom X-Pages content as the default home page, so when a user signs into Vault CRM, the X-Pages content displays instead of the Vault CRM home page. Users can still view the Vault CRM home page by selecting that tab.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admins, Content Developers, End Users
Configuring the Default X-Pages Home Page as
Business Admins
To display X-Pages content upon login by default:
- Ensure you have created a homepage__v tab.
- Ensure you have created homepage__v record, and that the status__v field is set to Active.
- Create a homepage_widget__v record with the X-Pages homepage widget type.
- Select the homepage__v record you just created for the Homepage lookup field.
- Populate the Row, Order, and Width fields appropriately.
- Ensure the status__v field is set to Active.
Content Developers
To set the default home page to X-Pages content for end users:
- Create an html_report__v record with the territory_insights_default__v object type.
- Upload the content zip file as an attachment.
- Publish the HTML report.
See Creating X-Pages Content for more information.
Viewing the Default X-Pages Home Page as
End Users
To view the default home page, sign in to Vault CRM.
To view the default home page, sign in to Vault CRM.
If more than one default landing screen is available to the user for the territory_insights_default__v object type, only one displays as the home page and any others are displayed as additional X-Pages tabs.
To view the default home page, sign in to Vault CRM.
If more than one default landing screen is available to the user for the territory_insights_default__v object type, only one displays as the home page and any others are displayed as additional X-Pages tabs.
