Congrats!

You've learned all about X-Pages Studio, including how to create new content, use and update templates, and deploy your X-Pages to Vault CRM.

Learn more about X-Pages Studio

You might be interested in learning more about using the features for X-Pages Studio. You can start here:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge - Create an X-Page using a template

Let’s create an X-Page template using the Closed Cases template and deploy it to a sandbox environment for further testing.

Things you’ll need to know:

  • You are using the Closed Cases template as is, without any customization

  • You are using the Test User, andy.admin@verteo.com

  • You are deploying to the VaultCRM- Sandbox environment

  1. Navigate to the Studio Templates tab.

  2. Search/filter to yield the Closed Cases template.

  3. Select Use Template for the Closed Cases template.

  4. Populate the Test User field in the New Page from Template modal.

  5. Select Create.

  6. Navigate to the Deploy tab.

  7. Select New for the VaultCRM - Sandbox environment.

  8. Select Deploy.