How to Integrate Popdock into Your NetSuite Dashboard Using a Portlet

Published: Sep 01, 2023

How to Integrate Popdock into Your NetSuite Dashboard Using a Portlet

Published: Sep 01, 2023

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. Select the Edit icon on the widget you are going to use.

3. Select 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.


6307d9d470b3616142758bed widget embed codes

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.  The example below uses Notepad to save the function into a .js file.

    6307d9d470b361e0a3758c03 save as js filetype


    Create a Popdock Portlet

    1. Log into NetSuite.

    2. Navigate to Customization and then to Customization Manager.
    6307d9d470b3615c71758bd9 customization menu

    3. Navigate to Scripting and then to Scripts.
    6307d9d470b361150b758b84 scripts menu

    4. Selectg New Script.

    5. Select the + button.
    6307d9d470b361d29d758ba6 upload script

    6. Make sure Attach From is set to Computer.

    7. Select the Folder to save the script to.

    8. Select Browse to browse your computer for the .js file you have saved.

    9. Select Save.


    6307d9d470b361cf9b758bcf file upload netsuite


    10. Select Create Script Record.
    6307d9d470b3611ee5758be2 create script record

    11. Select Portlet from the list of options.
    6307d9d470b36162ae758b83 choose portlet

    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. Select Save.


    6307d9d470b361382f758e00 step 8 netsuite interface


    16. Select Deploy Script.
    6307d9d470b361a354758bcc deploy script


    17. Update the Status to Released.

    18. Select the Audience for the portlet. 

    19. Select Save and your custom portlet is ready to use.

      6307d9d470b3615bd6758ec7 script deployment 1024x720 1

      Adding a Popdock tab

      6307d9d470b36138d5758ec8 netsuite popdock tab 1024x503 1


      1. Navigate to Customization and then to Customization Manager.
      6307d9d470b3615c71758bd9 customization menu


      2. Select Centers and Tabs and then select Center Tabs.
      6307d9d470b3611158758bcd center tabs menu


      3. Select 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.
      6307d9d470b3614901758bee center tab form


      9. Select Add.

      10. Modify the Audience as required.
      6307d9d470b3615d8d758bf8 netsuite audience


      11. Select Save.

      12. Return to home and you should see the new Popdock center tab on your menu.

      13. Select the Popdock tab.

      • Because you have not assigned a portlet to the tab, it shows a setup page.

      14. Select the vertical ellipsis on the right side. 

      15. Select Set Up.
      6307d9d470b361c7ff758eca custom contect setup 1024x170 1


      16. Select your Popdock Portlet from the Source dropdown.

      17. Select Save

      18. This will then assign the Popdock Portlet to the Center Tab. When you launch the tab now, it will show the Popdock widget that you have created as a Portlet.
      6307d9d470b36174a1758ba3 custom content source


      19. Here is an example of showing Dynamics GP data inside of NetSuite.

        6307d9d470b361f20e758bfd widget in 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.

        6307d9d470b361219f758ecc netsuite dashboard 1024x503 1


        1. Open the dashboard you would like to customize.

        2. Select Personalize at the top right.
        6307d9d470b3615022758b50 personalize dashboard


        3. Select Custom Portlet.
        6307d9d470b36165f5758b10 custom portlet button


        4. This adds the custom content section in the dashboard.

        5. Select the vertical ellipsis on the right side. 

        6. Select Set Up.
        6307d9d470b361f96d758ece custom content 1024x92 1


        7. Set the SOURCE to your portlet you created earlier.

        8. Select Save

        9. Now your portlet is added to your dashboard.
        6307d9d470b36174a1758ba3 custom content source




          Questions on integrating Popdock to your NetSuite dashboard? Email support at support@eonesolutions.com

          Content
          Table of Contents Generate Embed Codes for NetSuite Create a Popdock Portlet Adding a Popdock tab Adding Popdock to a Dashboard

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