How to Embed a Widget On An Acumatica Dashboard

Published: Sep 01, 2023

How to Embed a Widget On An Acumatica Dashboard

Published: Sep 01, 2023

With the use of a Popdock widget you can integrate Popdock right into your Acumatica dashboard with just a URL.

A Popdock widget will need to be created prior to following these steps because you will need the widget URL.  Click here to learn how to create a Popdock widget.

Adding a Popdock widget

1.  Login to your Acumatica and go to Dashboards on the left navigation menu. Then choose the Dashboard you would like to add Popdock to.  This example is using the Customer View dashboard.

6307d9d470b3613279758c1d acumatica dashboards

2.  At the top right of the dashboard select Design. This will switch the dashboard to design view.

6307d9d470b36103af758c1b acumatica dashboard design

3.  In the Design view, you will now see some boxes with a link to add a new widget.

6307d9d470b3610875758bb0 acumatica add widget


4.  Select add a new widget and it will open a window with a few options to choose from. Select Embedded Page.  Then select Next.

6307d9d470b361fec9758be9 acumatica embedded page


5.  The next screen will ask for the Source and Caption.  Source will be the URL for the widget and Caption is if you would like a title above the widget.  Select Finish when you are done.

6307d9d470b3618931758ba5 acumatica widget properties


6.  Now the widget will appear on the dashboard in the design mode still. You can adjust the size if needed.  After you have it the way you like, you can select Design again to exit the design view and see how it looks on your Dashboard.

6307d9d470b3616f6f758c20 acumatica widget on dashboard



Questions on embedding a widget in Acumatica? Email support at support@eonesolutions.com


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Adding a Popdock widget

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