Using the Territory Feedback Template

The Territory Feedback template helps content creators quickly create an X-Page for end users to view territory feedback information. When content creators create an X-Page from the template using X-Pages Studio, they can modify the new X-Page to add other key information based on their specific business needs, or deploy the new X-Page as is, displaying the most recent territory feedback details. This information enables end users to more easily adhere to guidelines that have been put in place by their leadership teams.

For information on using X-Pages Studio templates and configuring content creators to use templates, seeUsing X-Pages Studio Template Library .

Who can use this feature?

Configuring the Territory Feedback Template for

To configure this feature:

  1. Ensure Configuring X-Pages Studio is complete.
  2. Ensure Embedding X-Pages in Feedback is configured.

To configure this feature:

  1. Ensure Configuring X-Pages is complete.
  2. Ensure Configuring Align 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

    		Rterritory_feedback__vn/an/a

Using the Territory Feedback Template as

To use the Territory Feedback template:

  1. Log into X-Pages Studio.
  2. Select the Studio Templates tab.
  3. Select the Territory Feedback 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.

When content creators create an X-Page from the Territory Feedback template, then deploy the page as-is without any modifications, end users can view the most recent territory feedback details including:

  • Target Challenges
  • Channel Utilization
  • Channel Goals

Related Topics

Creating Content Using the Territory Feedback Entry Point