Edit Embedded App Connectors

The Edit Embedded App includes connectors for Dynamics 365 Sales and Zendesk, allowing you to modify and personalize your widgets. You can add lists, lookups, or actions within these connectors. Additionally, you can adjust the connection settings and refresh the connections to both Dynamics 365 Sales and Zendesk.

Begin by logging into your Popdock account at https://login.popdock.com. Popdock will open and display the connectors on the right side.  Select the Edit icon to edit your connector.

Connector

Name – The name of the connector. If you want to change the name, place your cursor in the text box and enter a new name for the connector.

Currency – The currency for the connector. Along with the locale in the widget, this will determine how currency fields are displayed.

Lists

The List tab displays the default lists that were added during the installation. You can add more lists by selecting Add lists. This will display available lists from the connector. Once a list is added, you can use it to create a new widget or modify an existing one.

You can make changes to a list by selecting the Edit icon. This will take you to the Settings page where you can add or remove fields, set default fields, add variables and restrictions, and manage the details and actions on the list. You can Preview the list to see how your changes will appear. You can also use the list to create a new widget or modify an existing one.

Lookups

Lookups are used to transform an input value into an output value. Using the Account ID by account name lookup above, users would enter the account name, and the account ID would be returned.

Select Add lookup to create a new lookup. Enter a Name for the lookup and then select the List that contains the data for the lookup. Then select the Input field and Output field.

Select the Edit icon to make changes to the lookup. You can change the input and output fields and add restrictions to the lookup.

Actions

The Actions tab will show all the actions that are used in the connector. You can add new actions and edit existing ones. To add a new action, select Add action. You can also duplicate an existing action to use as a starting point for a new action.

To display additional information on the Actions tab, select Select columns. Name, Task type, and Icon are the default columns. The view will reset to these once the page is refreshed.

Security

On the Security tab, you will see a list of users that have access to the connector, along with the role they have. You can select Add role and grant the user additional roles. You can remove a user’s role by selecting the Delete icon.

API endpoints

The API endpoints tab displays predefined endpoints for the connector. You can copy the endpoint to use in another application. You can also test the endpoint using a selected token.

Edit settings

Select Edit settings to update your connection information. Once you select this, the connection window for the connector will open. You can verify your information and then select Connect to reconnect.

Editing Lists

You can edit a list by selecting the Edit icon at the end of the row. This allows you to make changes to the list, such as adding or removing fields, setting default fields, adding variables and restrictions, and managing details and actions.

Settings

Name -This is the name of the list.  If you want to change the name, place your cursor in the text box and enter a new name.

Item name – This is the plural name of the item. This will populate based on the name of the list.

Item singular – This is the singular name of the item. This will populate based on the name of the list.

Fields

The Fields tab show the fields in the list. If additional fields are available, you can select Add fields and add more fields. If you delete a field, the field will be available again under Add field.

You can select Edit and change the Name of the field, the Field type, or Summary method.

Default fields

The Default fields tab displays the fields that will display by default on the list. You can add fields by selecting Add default fields. To change the order of the fields, you can drag and drop the rows.

Variables

The Variables tab displays user and calculated variables. Variables are values that user can enter to send to the list as a parameter. If you mark a variable as Required, users will need to enter a value before data will be returned.

Restrictions

The Restrictions tab shows you any restrictions that have been placed on the list. Restriction values can be a static value that you set, another field in the list, or a variable. Security can be applied to the restriction using the Applies to field. This allows you to restrict data to specific users or teams. For example, you could restrict a team to only see the areas they are responsible for.

Details

The Details tab will show the details that are used in the list. You can add new details and edit existing ones. To add a new detail, select Add and then select Add custom detail. You can also duplicate an existing detail to use as a starting point for a new detail.

Actions

The Actions tab shows the actions that have been assigned to the list. These are connector actions that are created at the connector level. You can edit the action and change things like the name or the location.

To add an action to the list, select Add action. You can add another connector action or create an Open website action. If you create an open website action, it will only be available for the list it was created on.

Preview

The Preview tab will allow you to preview the list. If you need to make changes to it, you can preview those changes before finalizing the list.

Security

The Security tab will display the users that have access to the list.

API endpoints

The API endpoints tab displays predefined endpoints for the list. You can copy the endpoint to use in another application. You can also test the endpoint using a selected token.

Editing Details

To edit a detail, select the Edit icon at the end of the field.

Detail

The Detail settings tab displays information about the detail. You can change the Name, View type, and Display method.

View type – This is how the detail will be displayed. Details can be displayed as a list, a chart, text, or a card.

Display method – This is where the details will be displayed. Details can be displayed below the record, in a sidebar, or as a drill down to a new page.

The bottom half of the page displays the connector, group, and list that is used for the detail. The Max records can be set to the maximum records that will be displayed in the detail.

Filters

The Filters tab displays the filter that links the detail to the main list. In this example, the Company Name ID in the detail is equal to the Account in the list.

Fields

The Fields tab displays the fields that will appear in the details. You can add more fields by selecting Add fields. To change the order of the fields, you can drag and drop them.

Sorting

The Sorting tab displays how the details are sorted. You can select the Field you want to sort by and then select the Sort direction.

Security

This will display users that have access to the detail.

API endpoints

The API endpoints tab displays predefined endpoints for the action. You can copy the endpoint to use in another application. You can also test the endpoint using a selected token.

Editing Actions

To edit an action, select the Edit icon at the end of the field.

Settings

Name – This is the name that will display for the action.  If you want to change the name, place your cursor in the text box and enter a new name.

Type – This is the type of action. You can change this when you edit the action.

Task type – The action task can be either a connector action or open a website. The actions in the Edit Embedded App are configured as connector actions.

Location – This shows where the action will be located in the list. Actions can be located on the right-click menu, sidebar, or toolbar.

Icon – Select an icon from the dropdown list.  The icon will appear next to the action name.

Fields

The Fields tab will display the fields in the action. These are set at the connector level. Select Select columns to display additional columns. Label and Value are default values, and the tab will be reset to this when refreshed.

Edit action

Select Edit action and a new tab will open to the Settings page, that allows you to edit the action. Making changes here will change how your action performs.

Select Test action to test the action. This will only test the action and does not perform it.

Select Delete to delete the action from the list.

Settings

The Settings tab will display the details of the action. There is a section for the details of the action and a section for the details of the connector.

Name – This is the name that will display for the action.  If you want to change the name, place your cursor in the text box and enter a new name.

Icon – Select an icon from the dropdown list.  The icon will appear next to the action name.

Task type – The type of task for the action. This is set when the action is created.

Type – There are three types of actions available:  Display a form, Display a confirmation prompt, and Run as a background process.  The actions are predefined as Display a form actions.  This will display a form that the user must interact with, when selecting the action.  It is best not to change the type for the actions. 

Submit button label – The text that is displayed for the submit button.

Cancel button label – The text that is displayed for the cancel button.

Connector – The connector that contains the action.

Action – The name of the action.

Group – The group that contains the list the action is from.

List – The list that contains the action.

Fields

The Fields tab displays the fields that are on the action. In this example, when the user selects the Update account action, these fields will be displayed. Users can then enter this information to update information for a contact. If a field should be required, you can select the Required box.

Changes made here will be reflected on the Fields tab in the action.

Select the Edit icon to make changes to the field. You can change the label, the field, and field type.

Select Hide field to make the field hidden. Fields that are hidden are automatically included in the form and hidden from view.

Select Delete to permanently remove the field from the action.

Add form field – Select this to add a new field to the action. You can select a Field, and the Label will be automatically added.

Select columns – Select this to add columns to the display. The Label and Required columns are the default. The view will be reset to these when the page is refreshed.

Default values

The Default values tab display any default values for any fields. If you need to add a default value to a field, you can set it here.

Security

This will display users that have access to the action.

API endpoints

The API endpoints tab displays predefined endpoints for the action. You can copy the endpoint to use in another application. You can also test the endpoint using a selected token.

Actions

Select Test to test the action. This will allow you to see how the action will work within the list.

Select Delete to permanently delete the action.

Questions on configuring the Edit Embedded App connectors? Email support at support@eonesolutions.com