Sharing X-Pages Content
Users can share X-Pages content using iOS share actions. This allows users to share information from customized content with people who do not have access to Vault CRM. Users can share any content available on their devices, including order and inventory monitoring content on iPad devices. X-Pages content is shared as PDFs. Additionally, users on devices with iOS13 or later can take full page PDF screenshots.
Who can use this feature?
- Content Developers - Browser
- Creating Shareable X-Pages Content
- End Users - Browser, iPad
- Sharing X-Pages Content Using Press-and-Hold
- Sharing X-Pages Content Using Full Page Screenshots
- Users do not require an additional license
Configuring Sharing X-Pages Content for
All Users
To configure this feature, ensure Configuring X-Pages is complete.
Creating Shareable X-Pages Content as
Content Developers
When developing X-Pages content intended to be exported and shared outside of CRM, content developers must test the content before publishing to ensure it is print-ready and displays correctly as a PDF. Some CSS properties can cause content to display incorrectly, for example, using specific pixel widths instead of percentage widths or using the CSS transformation rotate. Additionally, ensure all CSS media queries include the print media type. Testing is not required before taking full page screen shots.
Sharing X-Pages Content Using Press-and-Hold as
End Users
After navigating to an X-Pages tab, the Shareable button displays in the bottom right corner to inform users it can be shared. Users can select the Shareable button to view the onboarding animation, which demonstrates how to share X-Pages content.
To share X-Pages content:
- Press and hold the X-Pages tab for at least 1.5 seconds, then release it to view the PDF preview of the content.
- Select Share to view the available iOS share actions.
- Select the appropriate share action, for example, sharing the PDF via email or printing it.
Additionally, users on iPad can share orders and inventory monitoring content by pressing and holding the Report tab.
Sharing X-Pages Content Using Full Page Screenshots as
End Users
After taking a screenshot and opening it in the image editor, users on devices with iOS13 or later can select the Full Page button to preview the full page screenshot. Select the Share button in the top right corner to view the available iOS share actions.
The method used to take a screenshot on iPad devices varies by device. See Apple’s documentation for taking iPad screenshots.
