Embedding X-Pages in Feedback

In addition to the standard widgets displayed on the feedback dashboard, admins can create and embed a custom X-Page into a widget. This enables end users to more easily adhere to guidelines that have been put in place by their leadership teams.

Configuring

This feature requires configuration in both CRM and Align.

Configuring in Vault CRM

To configure this feature in Vault CRM:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Edit the permission set assigned to content creators.
  3. Grant access to the territory_feedback__v object type on the html_report__v object.

Configuring in Align

To configure this feature in Align, add the myinsights_report__aln field to the align_settings__aln and align_settings_model__aln page layout.

Creating the X-Page to Use in Integrated Territory Feedback

To create an X-Page to use in Integrated Territory Feedback:

  1. Create the .zip file to serve as the visualization. The file should reference the getFeedbackData() method, which enables the visualization to retrieve a variety of information about the territory.

  2. Create a new html_report__v record with a object type of territory_feedback__v.

Linking X-Pages in Align

After the X-Page is created in CRM, the feature must be linked in Align before the visualization displays in Integrated Territory Feedback:

  1. Populate the myinsights_report__aln field of the appropriate Align Settings record with the external_id__v field of the created html_report__v record in CRM.

    This setting supports field-force specific settings, enabling different field forces to use different X-Pages.

  2. Specify the height of the widget in Integrated Territory Feedback, in pixels, by appending : and the desired height to the myinsights_dashboard__aln setting. For example, feedback_report:500 specifies a height of 500 pixels.
  3. Refresh the Feedback Cache.

Viewing X-Pages in Integrated Territory Feedback

The linked X-Page displays in Integrated Territory Feedback on the iPad as a widget. The widget’s title reflects the name of the corresponding html_report__v record.

Viewing X-Pages in Manager Feedback

Integrated Territory Feedback X-Pages that display for end users on the iPad also display in the Info panel in Manager Feedback on the Browser platform, enabling managers to view territory guidance that has been tailored to meet the specific needs of the business.

Embedded X-Pages automatically update to reflect changes to the territory made by the manager.