How to Integrate Popdock into Your NetSuite Dashboard Using a Portlet

With the use of a Popdock widget you can embed a Popdock list or multiple lists directly into your NetSuite user interface either as a tab at the top menu or as custom content on your dashboard or page. This article will show how to do both.

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

For Dashboard type widgets we recommend using one of these widget types.

  • Single List
  • Multiple Lists
  • Widget Group

Table of Contents

Generate Embed Codes for NetSuite

  1. Open the widgets list in Popdock Developer.
  2. Click the edit icon on the widget you are going to use.
  3. Click on Embed codes from the left navigation. 
  4. Expand the Code generator section.
  5. Select Netsuite portlet for the type so that the code will generate.
  6. Copy the text in the code field so that you can paste it in a text editor.
  7. Save the file as a .js file type. 

This is the file type needed to import to NetSuite.  Here I show using Notepad to save the function into a .js file.

Create a Popdock Portlet

  1. Log into NetSuite.
  2. Navigate to Customization > Customization Manager.
  3. Navigate to Scripting > Scripts.
  4. Click New Script.
  5. Click the + button.
  6. Make sure Attach From is set to Computer.
  7. Select the Folder to save the script to.
  8. Click the Browse button to browse your computer for the .js file you have saved.
  9. Then click Save.
  10. Click the Create Script Record button.
  11. Select Portlet from the list of options.
  12. Enter a NAME
  13. Set the Portlet Type to Inline HTML
  14. Set the FUNCTION to the value from the widget embed code
    • For example, this one will be popdock_Widget_Example.
  15. Click Save.
  16. Click the Deploy Script button.
  17. Update the Status to Released
  18. Select the Audience for the portlet. 
  19. Click the Save button and your custom portlet is ready to use.

Adding a Popdock tab

  1. Navigate to Customization > Customization Manager.
  2. Click Centers and Tabs > Center Tabs.
  3. Click New.
  4. Provide a LABEL.
  5. Select the CENTER where the tab will be added. 
    • -All- : Will display the tab in all centers. 
  6. Set the TYPE to Custom Portlet.
  7. Set the COLUMN to Center.
  8. Set the SHOW to Yes.
  9. Click Add.
  10. Modify the Audience as required
  11. Click Save.
  12. Now return to your home and you should see the new Popdock center tab on your menu.
  13. Click on the Popdock tab.
    • Because we have not assigned a portlet to the tab, it shows a setup page.
  14. Click on the 3 stacked dots on the right side. 
  15. Select Set Up.
  16. Select your Popdock Portlet from the Source dropdown
  17. Click Save
  18. This will then assign the Popdock Portlet to the Center Tab and when you launch the tab now, it will show the Popdock widget that you have created as a Portlet.
  19. Here is an example of showing Dynamics GP data inside of NetSuite.

Adding Popdock to a Dashboard

You can add Popdock anywhere a portlet can be added.  Here is an example of adding Popdock on a NetSuite dashboard.

  1. Open the dashboard you would like to customize.
  2. Click the Personalize link at the top right.
  3. Click the Custom Portlet button.
  4. This adds the custom content section in the dashboard.
  5. Click on the 3 stacked dots on the right side. 
  6. Select Set Up.
  7. Set the SOURCE to your portlet you created earlier.
  8. Click Save
  9. Now your portlet is added to your dashboard.

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