To configure this feature:

1. Ensure X-Pages is configured and deployment permissions are granted.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   html_report__v	CRE	top_level__v	All	Edit

6. Grant Execute permission to the publish__v action on the html_report__v object.

Once the content developer creates the appropriate HTML record and provides the appropriate External ID, configure the appropriate tabs.

For tabs displaying on mobile devices:

1. Navigate to Business Admin > Objects > Veeva Messages.
2. Select TAB_NAV_DISPLAY
3. Select Edit
4. Add a custom tab name for the X-Page in the Text field, in the appropriate position, using the following syntax:
• X-Page(<icon_name>):<External ID>, for example, X-Page(Custom1):NewReport
• Valid icon names are Custom1, Custom2, and Custom3 and each is represented by a unique icon
• Ensure the list items are delimited by double semicolons (;;)
5. Select Save

For tabs displaying on Browser:

1. Navigate to Admin > Configuration > Tabs.
   • Select Edit from the All Actions menu for one of the following tabs:
   • Top Level X-Page 1
   • Top Level X-Page 2
   • Top Level X-Page 3
• Select Active from the Status drop-down menu
• Edit the tab name. This step is optional.
• Select Save
• Repeat this step for each tab as needed
2. Navigate to Business Admin > Objects > Veeva Settings.
   • Select Edit
   • Select the desired records for one or more of the Top Level X-Page drop-down lists:
   • Top Level X-Page 1
   • Top Level X-Page 2
   • Top Level X-Page 3
   • Select Save

To configure this feature:

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

   Object	Object Permission	Object Types	Fields	Field Permission
   html_report__v	R	top_level__v	All	Read
   veeva_settings__v	R	n/a	top_level_xpage_1__v top_level_xpage_2__v top_level_xpage_3__v	Read

Create the appropriate HTML records. Provide the X-Page External ID to the Vault CRM admin. The X-Page External ID must be added to the tab display configuration to enable the custom tab.

Users can access custom business tools and pages directly from the primary navigation bar of Vault CRM by selecting the appropriate custom X-Page tab.

To return to the custom business tool or page after navigating to a specific record, for example, viewing an Account, select the Back button.