Adding Vault Documents to X-Pages in X-Pages Studio

Content developers can add documents from the Vault library to X-Pages as selectable data elements for quick access to important information. This allows users to reference critical supporting documentation, for example, regulatory guidelines, process guidelines, or checklists, as elements on X-Pages without switching interfaces. For example, a Service Center rep can follow up on an HCP’s question quickly and accurately by referencing the appropriate documentation within the Service Center interface.

Who can use this feature?

Configuring Adding Vault Documents to X-Pages for

To configure this feature:

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

  6. Grant the following permissions:

    Object Object Permission Object Types Fields Field Permission
    html_report__v R All studio_id__v Read

Creating Document-Enabled X-Pages in X-Pages Studio as

In X-Pages Studio, content developers can create interactive X-Pages with document data elements, document lists, and click-to-open links.

To create document-enabled X-Pages in X-Pages Studio:

  1. Sign into X-Pages Studio.
  2. Select or create a new Page.
  3. Add the Documents data element:
  4. Navigate to the appropriate X-Page’s Data tab
  5. Select Add Data > Documents to open the Get Documents modal
  6.  Populate the Get Document modal’s fields:
  7.  Fields - Select the searchable metadata fields that display on the X-Page, for example, Name, Title, or Document Number
  8.  Where - Optionally, filter displayed documents via a Where clause

To retrieve only binders, use the clause binder__v = true. To retrieve only standalone documents, use the clause binder__v = false.

  • Limit - Optionally, specify the maximum number of returned documents
  • Sort - Optionally, set the display order
  1. Select Save.
  2. Add the Documents List display element:
  3. Navigate to the Layouts tab
  4. Drag-and-drop the Documents display element onto the canvas
  5. Select the Documents display element to open the Add Documents modal
  6. Data Source - Select the appropriate Documents data element
  7. Documents ID - Enter the appropriate Document ID
  8. Description - Optionally, enter a description for additional context
  1. Select Save.
  2. Navigate to the Preview tab to preview the layout.
  3. Save the X-Page or continue to the Deploy tab to publish the X-Page. See Deploying Pages to Vault CRM Using X-Pages Studio for more information.

Adding an Interactive Click-to-Open Document

Text elements on an X-Page, for example, detail fields or metric highlights, can be configured to open a Vault document when selected. This is only available to content types that support Deep Linking. See Using Deep Linking in X-Pages for more information.

To add an interactive click-to-open document:

  1. Sign into X-Pages Studio.
  2. Select the appropriate X-Pages.
  3. Navigate to the Layout tab.
  4. Drag-and-drop supported Documents display elements onto the canvas.
  5. Select the element’s View Actions > Open Document.
  6. Populate the Document ID field.
  7. Select Save.

Using Document-Enabled X-Pages as

Documents are organized in the Documents section on the X-Page, based on the Documents List display element. Select a document to display it in the Vault document viewer.

Related Topics

X-Pages Overview

Defining X-Pages Layouts

Using Deep Linking in X-Pages