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Adding Existing Lists to Your Business Central Main Widget

Adding Existing Lists to Your Business Central Main Widget

Adding Lists to Your Business Central Main Widget

The main Popdock widget inside Business Central comes prepopulated with lists that connect with your Business Central environment. You can customize the main widget by adding additional lists, whether that be historical lists from a legacy ERP or lists from other applications your company uses (CRM, Helpdesk Solutions, eCommerce Platforms, etc.).

Before you begin customizing your Popdock main widget in Business Central, make sure you:

1. Install Popdock from AppSource in Business Central

2. Add a Dynamics 365 Business Central connector

3. Publish a Popdock widget in Business Central

To add lists to your main Popdock widget in Business Central

1. Select Developer from the left navigation to open the Developer page.

The main menu in Popdock with Developer highlighted.

2. Under Settings, select Widgets.  

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3. Locate the Dynamics 365 Business Central widget and then select the Edit icon on the right.  

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4. In the left pane, select Lists.

 

5. Select Add group to create a new group.  

You can create multiple groups to help you organize your lists. This example creates a group named GP History.

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6. The new group will be created and placed alphabetically in the group list.

 

 

7. Scroll down to the Lists section and select Add Lists.

 

8. You have the ability to add lists from any connector. For this example, historical GP lists that have been archived into an Azure Data Lake are being added. These lists are made available to Popdock via the Azure Data Lake Connector. Select the dropdown arrow under Group and then choose the GP History group.

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9. Select the Connector dropdown to view the list of connectors. Select the connector you want to add lists from. In this example, Azure Data Lake connector is selected.

10. After you have selected your connector, the lists available to add will be displayed. Choose the lists by selecting the checkbox to the left of the list title, then select Add selected.

 

11. The lists selected from your connector are added to the the group.

Access uploaded lists in Business Central

1. Test access to these lists by logging into Business Central. If you’re already logged into Business Central, then refresh the browser by pressing the F5 button.

 

2. After logging in, find the Popdock extension in the center of the page along with other extensions installed in Business Central. Select the dropdown arrow next to the Popdock extension.  

3. Select Popdock to load the widget.

 

 

4. Select the arrow next to Select list to view the available lists.

 

5. Locate the GP History group and select one of the lists.

 

6. Select the arrow next to Select Company to choose a company.

 

7. Once you have selected a company, click anywhere in the white space and Popdock will query this data.

 

8. Now you can access, view and filter this list in Business Central.

Questions regarding adding lists to your Business Central widget? Contact support@eonesolutions.com.

Content
Adding Lists to Your Business Central Main Widget To add lists to your main Popdock widget in Business Central Access uploaded lists in Business Central

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