Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/LoadFromExternalServer.htm

## Loading X-Page Content from External Servers

Content developers can display external data directly within Vault CRM by loading content from an external system using an X-Pages entry point. Users can view custom interfaces, for example external chat systems or data visualizations, directly within their Vault CRM workflow, while maintaining the look and feel of the Vault CRM application. In addition, by loading content from an external URL instead of a static zip file, customers can ensure their X-Pages are always up to date with the latest external information and logic.

**Who can use this feature?**

* Content Developers - Browser, iPad, iPhone, Windows
* [Loading Content from External Servers](#Loading)
* End Users - Browser, iPad, iPhone, Windows
* [Viewing Content from External Servers](#Viewing)
* Users do not require an additional license

### Configuring Loading Content from External Servers for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Content Developers](#)

To configure this feature:

1. Ensure [Configuring X-Pages](../X_PagesConfig.htm) 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 |

### Configuring Loading Content from External Servers

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [[Configuring X-Pages](../X_PagesConfig.htm)](../X_PagesConfig.htm) 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 |

### Loading Content from External Servers as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Developers](#)

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.
7. Select **Save**.

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

### Viewing Content from External Servers as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

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.

### Related Topics

[Creating X-Pages Content](CreateRecord.htm)

[Setting the Content Target Platform for X-Pages](SetTargetPlatform.htm)