To configure this feature:

1. Ensure Configuring X-Pages is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   html_report__v	CRED	All appropriate Object Types remote_meeting__v is not supported.	page_url__v	Edit

End Users

To configure this feature:

1. Ensure Configuring X-Pages is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   html_report__v	R	All appropriate Object Types remote_meeting__v is not supported.	page_url__v	Read

To use an External URL to load an X-Page:

1. Navigate to Business Admin > Objects > html_report__v.
2. Select Create.
3. Select the appropriate entry point.
4. Enter a Report Name.
5. Ensure the appropriate Content Target Platform is selected.
6. Populate the page_url__v field with a valid URL (including the leading https://) for the desired HTML Report records.

To allow users to interact with record-specific data, use X-Pages that leverage URL tokens. The system automatically replaces tokens in the URL with specific record IDs or context information:

• {{account__v.id}} - The ID of the current Account
• {{account_plan__v.id}} - The ID of the current Account Plan
• {{call2__v.id}} - The ID of the current Call
• {{html_report__v.id}} - The ID of the HTML Report below the Prompt Overlay X-Page
• {{html_report__v.name__v}} - The name__v of the HTML Report below the Prompt Overlay X-Page
• {{inventory_monitoring__v.id}} - The ID of the current Inventory Monitoring record
• {{order__v.id}} - The ID of the current Order
• {{platform}} - One of the following values: Browser, iphone, ipad, Windows
• {{speaker__v.id}} - The ID of the current Speaker
• {{uriPath}} - The path of the URI for the current context, URL-encoded
• {{userId}} - The ID of the current user

Select Save.

Users can view custom interfaces, for example external chat systems or data visualizations, directly within their Vault CRM workflow.

Maintaining chatbot state, for example, an active conversation or conversation history, is the responsibility of the X-Page or external system.

To view externally hosted content, navigate to the specific X-Page entry point (for example, a Top Level tab or a Prompt Overlay) for which a Page URL is configured.

If the external server cannot be reached or the device is offline, an error message displays indicating that the page cannot be loaded.