Popdock User Variables is a feature that allows you to set specific restrictions on individual lists. This can either enforce default restrictions when the list is accessed or require users to input a value before retrieving data. Implementing these options can help prevent users from querying all data at once, improving overall performance.
In this example, we will add User Variables to the Dynamics GP Sales Line Items list. This list often contains a substantial amount of data, and users typically do not need access to the entire historical dataset. By incorporating User Variables, we can limit the data returned and improve performance.
Follow these steps to set up Popdock User Variables:
Access the List Settings:
1. Edit the Connector with the list.
2. Navigate to the list you want to configure and then click Edit for that list.
3. In the list settings menu, click Variables.
4. Under User Variables , click Add a user variable.
5. First, add a variable for the Customer No. Set the Field type to String and leave the deflaut value blank. Check the required box to make this field required.
By making this field required and leaving the default value blank, it will open the variables at the launch of the list so that the user has to enter a value before the list will query for the data.
6. Click Add when you are done. You now have one user variable added.
7. You can then continue adding more variables. You can add another variable for a date field so that the data gets restricted down more. Click the Add Variable button.
8. Add Document Date for the user variable. Select Date for the Field type. Leave the Default value type set to Constant. You can also accept the date in the Default value. Finally, check the Required box.
Setup Your Default Restrictions
1. In the left navigation pane, click Restrictions.
2. Click Add a Restriction.
3. In the Add Restriction window, you will want to configure the restriction that your first User Variable is going to filter on. Here I am restricting on Customer ID field and have it equal to what the user enters for the Customer No. user variable.
4. When selecting your value, be sure to click on the icon to get the options and choose Select Variable.
5. For the Applies To, leave it set to Everyone. (This restriction feature allows you to specify a restriction for a specific user.)
6. Click Add when you are done.
7. Next, add another restriction for the other User Variable Document date by clicking Add another restriction.
8. In this restriction, set the Document date to be Greater than or equal to for the Restriction Type. You can leave the default date, which will be the day you added the restriction.
9. Click Add when you are done. You will now see both restrictions for your user variables.
Launching the List
1. Now you are ready to test your list with the user variables. Start by going back to your Home page and click the Add New Tab.
2. Select your list from the options and click Add.
3. You will see the Filters window before the list gets data. It shows the Customer No. variable as required.
4. Enter a value for Customer No. and set the date that you want to return in your data.
5. Adjust the record count if needed, then click Save.
6. The list queries the Sales Line Items with the Restrictions of:
- Customer number = RAINBOWR0001
- Document date >= 1/27/2026
By following these steps, you can effectively manage data queries and enhance the performance of your Popdock lists. Any favorite now that you create from this list will inherit the User Variables settings as well.
Questions on setting up your User Variables or Restrictions? Contact support@eonesolutions.com.
