This article explains how to configure a Popdock widget parameter that is passed to a list user variable and then transformed using a calculated variable to derive an email domain. The derived domain value is used in a list restriction to filter the results to all records where the email address contains the same domain.
This configuration is particularly useful in scenarios where an account has multiple contacts across systems. For example, in an environment using Dynamics 365 CRM and a ticketing solution such as Zendesk, you may want to embed a Popdock widget on the Account form to display all Zendesk tickets submitted by any contact whose email address belongs to that account’s domain.
Prerequisites
A list that contains an email field that you want to filter by all users sharing an identical domain.
Edit Your List to Add a User Variable
1. From the main menu, click Connectors.
2. Find the Connector your list is under and then click the edit icon for that Connector.
3. From the left navigation menu, click Lists.
4. Find the List you want to edit and click the edit icon for that List.
5. From the left navigation menu, click Variables.
6. Click Add variable to set up a User Variable.
7. In the Add user variable window, give your variable a name. In this example, it is called “email”, with the Label also set to “email”.
8. The Field type is String.
9. This list is used for other purposes so the Required option is left unchecked.
10. Once you have completed the form, click Add.
11. Next you will create a calculated variable.
Adding a Calculated Variable
1. After you add your User variable, click the Calculated variables tab.
2. Click the Add variable button.
3. In the Add calculated variable window, give your variable a name. For this example, it is called “domain“. The Field type is also String. For the Script, use the formula that extracts the domain from an email address. The formula is EmailDomain(Value). For the Value portion, insert the User variable you created, wrapped in double curly braces so it is identified as a User variable.
EmailDomain({{email}})
4. Once you have completed the form, click Add.
5. Next, you will add a restriction to the list.
Adding a Restriction
1. After adding your Calculated variable, click Restrictions from the left navigation menu.
2. Next, click Add a restriction.
3. For the example you are creating, you need to add a restriction on the email field of the list, which in this case it is called Requester email.
4. For the Restriction type, since you will be converting emails to domains, choose Ends with.
5. For the Value dropdown, click on the blue icon to see a menu and choose “Select variable“.
6. Then from the Value dropdown, choose the domain variable, since it will contain the email address’s domain after it is calculated.
Test Your Variables in the Preview
1. After adding your Restriction, click Preview from the left navigation menu.
2. Next, expand the Variables sidebar in the preview.
3. Here you will see your User Variable field, with the label and blank field.
4. In the blank field, test your variable by entering an email address.
5. Once you have the email you want to test with, click Refresh at the top of the list in the preview.
6. The preview should now return all records with an email that ends with the domain of the email you entered.
In this example, multiple results are returned for tickets submitted with an email matching the domain of the entered address.
Adding the List to a Widget and Adding a Parameter
1. From the main menu, click Widgets.
2. Click the Add widget button and choose Single List to add a new single list widget.
3. In the Add single list widget window give your widget a Name and Title, then select the connector and list you configured above. Once you have everything completed, click Add.
4. Click Parameters on the left navigation menu.
5. Add a new URL parameter by clicking the button.
6. In the Add parameter window that appears, give your parameter a name. In this example, it is called “email”.
7. For the Parameter type, click the dropdown and choose Set variable.
8. For the Variable dropdown, choose the variable you are setting on the list, in this case it is email.
9. No Lookup is needed and it is up to you whether to make this parameter required for the widget to work. Otherwise, without it being required, it may return all records.
10. Now your widget is ready to test.
Test Your Widget in Preview
1. After completing the steps above click Preview in the left navigation for your widget.
2. Here you can click on the link to load data without an email.
3. If you made it not required it will load all records from the list. If it was marked required, it will return an error.
4. Enter an email address in the email field on the right.
5. Click the Reload button above the preview filter the data to all records that share the same domain as the email passed in the parameter.
Questions on this KB article? Email support at support@eonesolutions.com
