Details in Popdock allow you to display and drill into related information between data sets, all within the same interface. Not only can your details display related information between the same system (for example, Transaction Headers and Lines coming from your ERP), but you can also tie together disparate systems as well (for example, Opportunities coming from your CRM as they relate to your Customers in your ERP). Details provide a lot of power in being able to bring multiple data sets from different systems together anytime there is a relationship within the data.

If you’d like to watch a video demonstration of this, see below or click here.

1. From the main menu, select Connectors.

2. Edit the connector that has the list you want to add details to.

3. Edit the list you want to add your detail to. This example uses a Sales Transactions list.

4. In the left navigation pane, select Details.

5. Select the type of detail you want to add.

6. Enter the name of your detail in the Name field.

7. Use the available fields to select how, where, and what data you want to display in your detail. This example adds a related list. The list is Sales lines items from the Dynamics GP Connector, and the Display method is Below the record. If you want the default fields from the list to be used, select Add default fields.

Once you have completed the fields, select Add.

6. Select Filters in the navigation pane.

7. Select Add a filter.

8. Using the available fields, select which field from your detail list maps back to a value within your parent list.

9. Select Fields from under the Settings menu.

10. Select Add fields. If you selected Add default fields when you created the detail, the fields from the detail list will appear here.

11. Select the box next to the fields you want to display in your detail. Once your fields are all selected, select Add.

12. Use the drag handle to rearrange the fields in the order you want them to display in your detail.

13. With your fields in place, navigate back to your Popdock home page and add your base list as a new tab. You can see the new detail, in this example, is below the records.

14. Select a record from the main list and then select the detail for the list detail to display. If you need to resize the details pane, you can grab the resize bar and move it up and down to change the size of the details pane.

If you have questions about creating details, contact support@eonesolutions.com for assistance.