To configure this feature:

1. Ensure the appropriate permission sets have deployment permissions.

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

3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant access to the required object types on the html_report__v object, depending on the desired entry point.

Content creators can use X-Pages Studio page templates out of the box without any customization. Content creators can easily update page templates according to their business needs, then deploy the resulting page for end users.

To use a page template:

1. Download the appropriate page template zip file.

2. Import the page template into X-Pages Studio.

3. Customize the page template as needed. For example, remove unwanted fields or add desired fields. This step is optional.

4. Deploy the resulting page to end users.

If an appropriate page template does not already exist in the template library or is not available to be imported, users can create their own page templates.

To create a page template:

1. Select the Templates tab on the home page to display the template library.

   

2. Select New Page Template.

3. Populate the Page Template Name and Page Template Type fields. The page template type is the X-Pages object type for the content. See Creating X-Pages Content for more information about the available object types. A test record field displays automatically depending on the selected template type.

   

4. Add data elements and display elements.
5. Select Save and update page template to save changes and update the version of the page template used when creating content from the page template. To save the changes for testing without updating the page template version, select Save from the drop-down menu.

   

To convert an existing page into a page template:

1. Select the Content tab on the home page to display the content library.

   

2. Select the drop-down menu for the appropriate page.
3. Select Convert to Page Template.
4. Select OK.

A page can also be converted into a page template from the Properties tab.

Users can deploy page templates to sandbox vaults to test any changes and ensure the page template displays correctly. The deployment process for page templates and content is the same. See Deploying Pages to Vault CRM Using X-Pages Studio for more information.

Page templates can be exported as zip files to allow users of other X-Pages Studio Domains to import and use.

To export a page template:

1. Select the Templates tab on the home page to display the template library.
2. Select the drop-down menu for the appropriate page template.

   

3. Select Export.

To import a page template:

1. Select the Templates tab on the home page to display the page template library.
2. Select the New Page Template drop-down menu.
3. Select New Page Template from File.
4. Populate the following information in the modal:
   • Create New Template – Determines if the imported template is a new page template or an update to an existing page template
   • Page Template Name – Name of the new page template. This field only displays when the Create New Page Template check box is selected.

     

   • Page Template – Existing page template to update. This field only displays when the Create New Page Template check box is not selected.

     

   • File – The page template zip file
5. Select OK.

Users can import new versions of page templates by selecting Import New Version from File from the drop-down menu of the appropriate page template.

To create content from a template:

1. Select the Templates tab on the home page to display the template library.
2. Select the drop-down menu for the appropriate template or select the New Content drop-down menu.
3. Select New Content from Template.
4. Enter the Content Name.

   

5. Edit the data elements and display elements appropriately.
6. Select Save.

Users can also create content from a page template file without importing it first:

1. Select the Templates tab on the home page to display the template library.
2. Select the New Content drop-down menu.
3. Select New Page from Page Template.
4. Populate the following information in the modal:
   • Name – Name of the new page
   • File – The page template zip file
   • Save Page Template? – Determines whether to save the file as a new page template in the template library
   • Page Template Name – Name of the new template. This field only displays when the save Template? check box is selected.

   

5. Select OK.

When editing a page created from a page template, update the source page template to the most recently saved deployable version of the page by selecting Update Source Page Template from the Properties tab.