Using the Call Report Template

The Call Report template helps content creators quickly create an X-Pages widget that allows end users to view attendee details on the call report without navigating away from the call report, including primary specialty, last call date, and last call message.

Content creators can use X-Pages Studio to customize the template, or create a new, customized widget using the template as a starting point, to include other key information for users on the call report.

Who can use this feature?

Configuring the Call Report Template for

To configure this feature, ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

To configure this feature:

  1. Ensure Configuring X-Pages is complete.
  2. Ensure Configuring Call Reporting is complete.
  3. Grant the following permissions:

Object

Object Permissions

Object Types

Fields

Field Permissions

account__v

R

n/a
  • formatted_name__v
  • spec_1_cda__v

Read

call2__v

R

n/a
  • call_date__v
  • call_datetime__v
  • account__v
  • call2_status__v

Read

call2_key_message__v

R

n/a
  • call2__v
  • product__v
  • key_message__v

Read

html_report__v

R

call2__v

n/a

n/a

Using the Call Report Template as

To use the Call Report template:

  1. Log into X-Pages Studio.
  2. Select the Studio Templates tab.
  3. Select the Call Report template.
  4. Select Use Template.
  5. Customize the new page as needed. This step is optional.
  6. Deploy the new page using X-Pages Studio. See Displaying X-Pages Content on the Call Report to display the widget once deployed.

Before any customization, users can view the most recent call attendee details including:

  • Specialty
  • Last Call Date
  • Last Call Message

Only call attendees display in the X-Pages widget using the Call Report template. The account associated with the parent call does not display.

Related Topics

Displaying X-Pages Content on the Call Report