Popdock widgets can be embedded on Sage Intacct Objects, providing contextual views of data that relate to any Object. Below are the steps for embedding a Popdock widget on a Sage Intacct Object Tab.

Table of Contents

• Section 1 – Adding a parameter to a Popdock Widget
• Section 2 – Creating Smart link fetch in Sage Intacct

Section 1: Adding a parameter to a Popdock Widget

1. From within your Popdock Web Portal, select the menu, select Widgets, and then edit the widget you will be embedding within Sage Intacct.

2. Select Parameters from the Settings sidebar menu.

3. Select the URL parameters option and then select Click here to add a parameter.

4. In the Add parameter window, use the Name field to provide a name for your parameter. Use the Field dropdown to select which field from your list you want to pass as a parameter. Once complete, select Add.

5. With the parameter in place, select Preview from the Settings sidebar menu.

6. Use the Parameters sidebar within the Preview to input the Theme, Token, and a Parameter value. By doing so, notice the URL being appended with the Parameters selected. You can then test your widget. After testing, select the Clipboard icon next to your Widget URL to copy your Widget URL.

Section 2: Creating Smart link fetch in Sage Intacct

1. From the Sage Intacct homepage, navigate to the Object List page that you want to embed your Popdock widget on. In this example, the Customer object is being used.

2. Select View next to one of the values on the list displayed to open a record.

3. Select More actions and then from the dropdown menu select Object definition.

4. From the Object definition page, select Smart links.

5. In the Smart links section, select New smart link fetch.

6. Confirm your intended Object is displayed in the Owner object dropdown menu and then select Next.

7. In the Target field, paste the Widget URL copied from Section 1 of this article.

8. You will now select a field from the Intacct Object that you want to pass in as a value to the list. Click the Widget URL in the Target field to select that text box and then select Field lookup.

9. In the Get merge fields window, locate the field that you want to use as your parameter value. In this example, the Customer name field is used. With the field selected, select OK.

10. By default, the field you selected will get added to the end of your Widget URL in the Target field. You will want to cut and paste the field so that it displays as the value for the parameter you created in the widget set up. In this example, the parameter within the Widget URL will display as: customer={!CUSTOMER.NAME!} with {!CUSTOMER.NAME!} being the value from the field lookup.

11. Use the available Height and Width to input the desired height and width of the widget. The recommended settings are 580 for Height and 1440 for Width. Additionally, select the box next to Show scrollbar. Then select Next.

12. Provide a label for your Smart Link using the Label field. By default, your label will generate your Smart link ID.

13. Use the Tab dropdown to select the tab on your selected object that you want your widget to display on. If you want to generate a new tab, use the available field and give the tab a name. Once complete, select Done.

14. You will return to the Object definition page. Select Done once again to return back to your Object.

15. You can now navigate back to your Object where a new tab will be available and contain your Popdock Widget.

If you have additional questions regarding embedding a widget in Sage Intacct, contact support@eonesolutions.com.