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This guide provides step-by-step instructions for creating a new team named “AI Admin” in Popdock’s Security settings, adding the MCP (Model Context Protocol) Administrator role to it, and adding users…
Calculations Creating a Filterable Date Value from a Datetime Field in PopdockPopdock can filter on many field types from various data sources. Datetime fields, however, take one extra step to filter precisely. The Equals criterion rarely matches a datetime field, because…
What’s Different in the New SmartConnect: A Comparison with SmartConnect.comIf you’re moving from SmartConnect.com or SmartConnect 21 to the new SmartConnect, or you’re a partner helping your customers make the move, this article walks through what’s changed and what…
Query Builder Query Builder Basics: Best PracticesQuery Builder Basics: Preventing issues with Query Builder Building queries in Microsoft Dynamics 365 Business Central (Business Central) with the Query Builder is straightforward, but knowing a few best practices…
Query Builder Query Builder Basics: Setup and ExecutionQuery Builder is a powerful tool, and a few quick checks along the way help you get the most out of it. This article walks through the basics of setup…
Destination How to resolve error: ‘Cannot insert the value NULL into Column DepAmt’ on GP BankRec Deposit IntegrationI’m using SmartConnect 2018/21 to create a Dynamics GP Bank Reconcilliation Deposit without Receipts integration. The map is pretty simple, but when I run it, it fails with the error:…
Data How to Update Dynamics GP Payables Long Description with SmartConnectIn Dynamics GP, I’ve enabled the option for “Enable Long Description in Payables Transaction Entry”. I’ve created a SmartConnect map for Dynamics GP Payables Transaction; however I don’t see the…
What to do when you update Business Central to a new major versionWhen it comes to updating Business Central (BC) to a new major version, Popdock customizations are always a consideration, because they include any Query Builder lists and embedded widgets you…
Calculations How to Add a Downloaded Skill to ClaudeClaude Skills are packages of specialized instructions that Claude loads automatically when relevant, so you don’t have to re-explain the same context every conversation. Once you have downloaded a .skill…
Connector How to Connect Popdock to Zendesk Using an API TokenTo connect Popdock to Zendesk with an API token, you’ll create an API token in Zendesk and then add a Zendesk connector in Popdock using that token. Prerequisites Create an…
Configuration Connecting Popdock API Endpoint as a Data Source for ExcelThis article explains how to add Popdock as a data source in Excel so you can work with live data from your connected environments. You’ll learn how to connect Excel…
Calculations Restricting Popdock List Results by Calculated Variables from Widget Parameters (e.g. Email Domain)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….
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