Favorites in Popdock are a very powerful tool that allow you to create a customized view that benefits your reporting. They allow you to create your perfect view of your data in the way you want it to look – a way that most helps you with your day-to-day operations.
This article will cover some tips and tricks to assist you in making sure your favorites are efficient and useful.
Effective sharing of favorites
Sharing favorites is a commonly used feature within Popdock. Sharing favorites in Popdock allows other users in your organization to utilize the custom view you created and create their own favorites with any changes they may need.
Sharing is best used with teams in Popdock to grant access to a group of users rather than doing so individually. Granting access to a team allows all users in the team to use the favorite.
Centralized favorite holder
Using favorites to create custom views that apply to many scenarios is a very effective method for using your Popdock reports to their full ability. It is recommended that someone within your organization be the primary creator of baseline favorites – standard views that are useful to many users. These are the favorites serve as a baseline view of the data, ensuring consistency while also providing a starting point for users to create their own personalized views.
Assigning baseline favorites to a single user helps with management and sharing. For example, if a favorite needs to be shared with a new user, the owner can simply grant them access. Once the favorite is shared with the new user, they can begin using the favorite immediately.
Making changes to favorites
There may be times when favorites need to be updated to reflect situations that were not present when the favorite was originally created. To effectively save the changes to the favorite, start by making the necessary changes to the favorite.
Once your changes are in place:
1. Click the favorites icon again and then select Save Changes.
2. Click the Refresh icon on the list. This will reload the data and ensure the new metadata is saved.
3. Verify the changes by closing the favorite and reopening it in a new tab. This provides a final check to confirm your updates were successfully applied.
Creating new favorites based on existing favorites in Popdock
When creating more personalized views in Popdock, it is common to start with an existing favorite since much of the setup has already been done. However, modifying a baseline favorite runs the risk of unintentionally affecting all users who use it.
To avoid this, follow these steps to create your own version:
1. Make the desired changes to the favorite.
2. Click the Favorite icon.
3. Select Save as a new favorite.
4. Give it a new name and save it as your personal favorite
After you save it, you’ll have the option to share your favorite with others, if needed.
Additional features
Popdock offers additional features for working with favorites:
- Add to homepage: This feature allows you to add a favorite directly to your Popdock homepage. This gives you immediate access to it upon logging in.
- Create widget: You can turn a favorite into a single-list widget, which serves as the foundation for further customizations. For example, you might want to create a widget to embedded in Business Central. Once created, you can customize the widget to meet your needs.
- Schedule: If you have a premium subscription or the Scheduled Jobs add-on, you can schedule your favorite to run automatically. This offers the same options as if scheduling through the normal method.
Questions on favorites? Email support at support@eonesolutions.com
