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

## Configuring X-Pages

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

X-Pages consists of the following objects and components.

#### Entry Points

Users can view X-Pages content from different areas of Vault CRM. Each area is an entry point, defined by a specific object type for the html\_report\_\_v object.

The following table maps the entry points to their corresponding object type:

| Entry Point | Object Type | Available Platforms | | | |
| --- | --- | --- | --- | --- | --- |
| Browser | iPad | iPhone | Windows |
| [Account](../Accounts/AcctOverview.htm) | account\_reports\_\_v | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| [Account Plan](../AccountPlanning/ManageAcctPlans/Account_Plans.htm) | account\_plan\_\_v\* | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Plan Default | account\_plan\_default\_\_v\* | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| [Call](../Call_Reporting_2/CallReportingOverview.htm) | call2\_\_v | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| [Default Account Profile](ViewX_Pages/SetDefaultAcct.htm) | account\_profile\_override\_\_v | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| [Default Home Page](ViewX_Pages/SetDefaultHome.htm) | territory\_insights\_default\_\_v | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| [Default KOL Profile](ViewX_Pages/SetDefaultKOL.htm) | kol\_profile\_\_v | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| [Inventory Monitoring](../InventoryMonitoring/IMOverview.htm) | inventory\_monitoring\_\_v | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| [Opportunity Management](../OpportunityManagement/OppMgmtDashboard.htm) | opportunity\_management\_\_v | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| [Order](../OrderManagement/OM_Overview.htm) | orders\_\_v | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| [Patient Center](../PatientCRM/Overview.htm) | patient\_center\_\_v | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| [Prompt Overlay](CreateX_Pages/Prompt_Overlay.htm) | prompt\_overlay\_\_v | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| [Service Center](../ServiceCenter/SCOverview.htm) | service\_center\_\_v | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| [Suggestions](../Suggestions/SuggestionsOverview.htm) | suggestions\_\_v | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| [Territory](../TerritoryManagement/Overview.htm) | territory\_insights\_\_v | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| [Territory Feedback](https://vaultcrmalign.veeva.com/doc/Content/Align/TerrFeedback/Config/XPagesFeedback.htm) | territory\_feedback\_\_v | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| [Top Level](CreateX_Pages/Top_Level.htm) | top\_level\_\_v | ✔︎ | ✔︎ | ✔︎ | ✔︎ |

\*Users can view html\_report\_\_v records of this object type without object type access.

Certain entry points require additional configuration to display to end users.

#### Content Zip File

X-Pages content must be packaged into a zipped folder containing the index.html file and the appropriate CSS and JavaScript files.

#### X-Page (html\_report\_\_v)

Once a content zip file is attached to an html\_report\_\_v page, users can sync their devices and view the content in Vault CRM. See [Creating X-Pages Records](CreateX_Pages/CreateRecord.htm) for more information about how to create X-Pages.

### Configuring X-Pages for

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

To configure this module:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select **Objects**.
4. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | html\_report\_\_v | CRED | As needed for the appropriate entry points:  * account\_plan\_\_v * account\_plan\_default\_\_v * account\_profile\_override\_\_v * account\_reports\_\_v * call2\_\_v * inventory\_monitoring\_\_v * kol\_profile\_\_v * opportunity\_management\_\_v * orders\_\_v * patient\_center\_\_v * prompt\_overlay\_\_v * service\_center\_\_v * suggestions\_\_v * territory\_insights\_default\_\_v * territory\_insights\_\_v * territory\_feedback\_\_v * top\_level\_\_v | * application\_profile\_\_v * target\_platform\_\_v * external\_id\_\_v * global\_id\_\_sys * html\_report\_status\_\_v * object\_type\_\_v * id * object\_recordtype\_\_v * platform\_\_v * profile\_\_v * name\_\_v * sharing\_group\_\_v * status\_\_v * publish\_status\_details\_\_v * studio\_id\_\_v * studio\_version\_\_v * visibility\_criteria\_\_v * publish\_process\_timestamp\_\_v | Edit |
   | application\_profile\_\_v | R | n/a | n/a | n/a |
5. Grant Execute permission to the **Publish** action on the html\_report\_\_v object for the appropriate object type(s).
6. Grant content developers access to the tab you just created.
7. Create a layout for each object type content developers have access to.
8. Ensure the **name\_\_v**, **object\_type\_\_v**, and **platform\_\_v** fields are on each layout.
9. Navigate to **Business Admin > Objects> veeva\_settings\_\_v** and enter 1 for the **KAM\_ENABLE** Veeva Setting if using the account\_plan\_\_v entry point.

### Configuring X-Pages for

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

To configure this module:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select **Objects**.
4. Grant the following permissions:

| Object | Object Permission | Object Types | Fields | Field Permission |
| --- | --- | --- | --- | --- |
| html\_report\_\_v | R | As needed for the appropriate entry points:   * account\_plan\_\_v * account\_plan\_default\_\_v * account\_profile\_override\_\_v * account\_reports\_\_v * call2\_\_v * inventory\_monitoring\_\_v * kol\_profile\_\_v * opportunity\_management\_\_v * orders\_\_v * patient\_center\_\_v * prompt\_overlay\_\_v * service\_center\_\_v * suggestions\_\_v * territory\_insights\_default\_\_v * territory\_insights\_\_v * territory\_feedback\_\_v * top\_level\_\_v | * name\_\_v * object\_type\_\_v * platform\_\_v | Read |
| application\_profile\_\_v | R | n/a | n/a | n/a |
| vmobile\_object\_configuration\_\_v | R | n/a | include\_attachments\_\_v | Read |

5. Navigate to **Business Admin > Objects**.
   * Select **veeva\_settings\_\_v**
   * Select the Veeva Setting appropriate for the profile
   * Select **Edit**
   * Populate the **Sync Configuration Mode** Veeva Setting with a value of 1. This setting adds support for multiple VMOCs per object
   * Select **Save**
6. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
   * Ensure a VMOC for the **html\_report\_\_v** object is active for the appropriate mobile devices
   * Ensure the **Include Attachments** checkbox is selected for each VMOC. This ensures all Attachments and Files related to html\_report\_\_v records sync.

### Related Topics

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

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

[Platform Functionality](../Platforms.htm)