How to Create a Popdock Widget

How to Create a Popdock Widget

Popdock widgets enable you to take the data from your connector and integrate the list or graph into the applications that you use daily.  A single list/graph or multiple lists can be assigned to a widget which creates a link that allows you to embed your widget into an html page or customizable application.

Be sure to create a list, customize it to how you like it to be seen, and then save it as a favorite to assign it to the widget you are creating, or you can choose from the default lists.

How to create a widget

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

The main menu in Popdock with Developer highlighted.

2.  Select Widgets in the left navigation, then select Add widget.

 

3.  Give your widget a Name, then choose the Type:

  • Cards – Displays the data grouped in a card format with the data organized vertically. 

  • Form – Provides interface to run an action.

  • Image – Displays images in an application without needing to download.

  • Multiple Lists – Allows you to assign multiple lists to your widget either in custom groups or directly in a list. 

  • Search – Allows you to complete a text search for values within selected fields of a list.

  • Shipping Details – Shows shipping details of a tracking number for a shipping carrier.

  • Single List– Displays a single list/chart.

  • Single Record – Similar to a Cards widget, but in combination with adding a parameter, you can display a single record for specific data.  For example, information about a Vendor.

  • Summary – Allows your widget to display the summary data of a list.  

  • Widget Group – Allows you to add a widget or multiple widgets to a sidebar and pass a parameter through the Widget Group Widget and that parameter will flow through to all the widgets within the group.

This example uses a single default list for Zendesk tickets. So, the widget will use a Type of Single List. You can then complete the Connector, Group, List, and Favorite for the list.

 

4.  Select Options from the left navigation, then select which options to apply. In this example, the widget will use the show columns, show filter, and show search options. Users that have access to this widget will be able to perform those actions on their own version of the list.

 

Learn how to use Parameters in your widgets to filter data being passed through by visiting the following Help article: Utilizing Parameters in Popdock Widgets.


Embed codes for widgets

This completes the required steps needed to create a Popdock widget. Select Preview in the left navigation pane to see how the widget will look when embedded.

Select Embed codes in the left navigation to see your Embed codes or use the Code generator to generate the code needed for specific applications.

Use the Link or IFrame code to display your widget on another webpage or inside an application.

For information on how to embed a widget in other applications, see the article below:

How to integrate a Popdock widget as a custom tab in Salesforce



Questions on widgets? Email support at support@eonesolutions.com

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How to create a widget Embed codes for widgets

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