- Under the Integration tab click on the Additional Columns tab.
-
Click on the Add Additional Column button.
-
The Additional Column window opens.
- Name – enter a name for the column.
- Type – select Date Calculation.
-
Additional fields are displayed in the window.
-
If a date format already exists enter data in the following fields:
- Source Column – select the data source field that contains the required date.
- Source Format – select source date format.
-
Target Format – select the output date format.
-
If a date format needs to be created click on the Manage Formats tab.
- Name – enter a name for the format.
- Format – enter the date format.
-
Culture – select the Culture from the dropdown list.
- Save the format.
- After the date format is created, the user will need to add the format to the Integration Process by following Step 7 above.
- Knowledge Base
- SmartConnect
- Integration Configuration
- Creating an Integration Process
- Using a Date Calculation
Using a Date Calculation
Published: Sep 12, 2018
-
Popdock
- General
- What's New
-
Lists
- Getting to know Custom Lists
- How to Create a Comparison List
- How to Create a Joined List
- How to Create a Monthly Sales by Customer Matrix Report
- How to Create a Merged List
- How to Create a Summary List
- How to Create a List Detail
- Adding a SmartList Builder List to Popdock
- How to Create a Query Builder List
- How to Add Color Coding to a List
- Adding Dimensions to Your Business Central Lists
- Using Export/Import to Move Custom Lists
- Finding Your Business Central Dependencies for Popdock Query Builder
- How to Add the Export Options to a List
- Solution for Browsers on Android Devices not Scrolling Down on your List
- Mobile
- Query Builder
- Querying Data
- NetSuite
- Tags
-
Security
- Understanding the Security Roles in Popdock
- Understanding Popdock Security options for Users, Teams, and Roles
- Setting Up Password Policy and MFA in Popdock
- Understanding API Users – Applying Security to Popdock Widgets and API Calls
- Adding a User to a Team
- Creating Tokens for Users in Popdock
- Granting Security access to a Connector
- Granting Security Access to a List
-
Account
- Popdock Sub-Processors
- Popdock Account Regions
- Creating your Popdock Account
- Adding a Popdock user from your eOne Account
- How to Invite a User to be Added to your Popdock Account
- How to Configure Locale for your Popdock Application
- How to configure locale settings on your Popdock widget
- Locale URL query parameters that can be used in Popdock widgets
- Activating SmartList Builder and SmartView
-
Adding Connectors
- Adding an Acumatica Connector
- Adding an Amazon S3 Connector
- Adding an Azure Data Lake Connector
- Adding an Azure Synapse Connector
- Adding an Azure Tables Connector
- Adding a Bit.ly Connector
- Adding a Dynamics 365 Business Central Connector
- Adding a Bugsnag Connector
- Adding a Capsule CRM Connector
- Adding a Dynamics 365 Finance & Operations Connector
- Adding a Constant Contact Connector
- Installing the Popdock extension on an On-Premise Business Central
- Adding a Cosmos DB Connector
- Adding a Microsoft Dataverse Connector
- Adding a Drip Connector
- Adding a Close.io Connector
- Adding a Dynamics 365 Sales Connector
- Adding a Dynamics GP Connector
- Adding a Dynamics NAV Connector
- Adding a Dynamics SL Connector
- Adding a Freshdesk Connector
- Adding a GitHub Connector
- Adding a HubSpot Connector
- Adding an Insightly Connector
- Adding a Sage Intacct Connector
- Adding a Magento Connector
- Adding a Mailchimp Connector
- Adding a MySQL Connector
- Adding a NetSuite Connector
- Adding an Oracle Database Connector
- Adding a Pipedrive Connector
- Adding a Popdock Connector
- Adding a PostgreSQL Connector
- Adding a PowerGP Online Connector
- Adding a QuickBooks Connector
- Adding a Salesforce Connector
- Adding a Sample Data Connector
- Adding a ShipStation Connector
- Adding a ServiceNow Connector
- Adding a Shipping Connector
- Adding a Shopify Connector
- Adding a SmartConnect Connector
- Adding a SQL Server Connector
- Adding a Stripe connector
- Adding a Wasabi Connector
- Adding a WooCommerce Connector
- Adding a Xero Connector
- Adding a Zendesk Connector
- Adding a Zendesk Sell Connector (if registered after January 2020)
- Adding a Dynamics GP Sample Connector for Testing Popdock
- ADFS on premise
- FedEx Tracking
- API Endpoints
-
Business Central
- Installing the Popdock Extension from AppSource for Business Central
- Adding a Dynamics 365 Business Central Connector
- Find the Tenant ID in Dynamics 365 Business Central
- Finding Your Company Information Inside Business Central
- Configuring the Main Popdock Widget for Business Central
- Get your Business Central Popdock Widget ID and Widget Region
- Installing the Popdock extension on an On-Premise Business Central
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- How to Create a Query Builder List
- Publishing Query Builder Lists and Widgets to Business Central (Sandbox)
- Promoting an Extension from a Business Central Sandbox to Production
- Adding Dimensions to Your Business Central Lists
- Finding Your Business Central Dependencies for Popdock Query Builder
- How To Add a Permission Set in Business Central for Users to Access Popdock
- Calculated Field
-
Connector Setup
- Installing the Popdock Extension from AppSource for Business Central
- Find the Tenant ID in Dynamics 365 Business Central
- Finding Your Company Information Inside Business Central
- How to add Shipping Details to Show Tracking Information
- How to Find the TCP Port Number your SQL Instance is Listening on
- What IP Addresses To Allow Popdock Through Your Firewall
- Changing the Name of a Connector
- How to Configure Locale for your Popdock Application
- Azure Authorization Error When Creating a Connection to Popdock
- How to Connect Popdock to your Local Database on your Computer
- How to Identify your Salesforce Edition and API Version
-
Data Lake
- What is a Data Lake?
- Adding an Azure Data Lake Connector
- Setting Up Azure Data Lake Connectors for Upload Tool Migrations
- Popdock Data Lake Upload Tool Installation and Usage Guide for Dynamics GP
- Popdock Data Lake Upload Tool Installation and Usage Guide for Dynamics SL
- Popdock Data Lake Upload Tool Installation and Usage Guide for Dynamics NAV
- Popdock Data Lake Upload Tool Installation and Usage Guide for SQL Server
- Restricting access to Azure Data Lake for Popdock
- Edit Connector
- Favorites
- Filtering
- Gateways
- Grouping
-
Widgets
- How to Create a Popdock Widget
- How to Embed a Widget On An Acumatica Dashboard
- Embedding a Widget into a Generic Inquiry in Acumatica
- How to Embed a Popdock Widget in Dynamics 365 CE/CRM
- How to Embed a Widget on a Dynamics 365 Finance and Operations Dashboard
- Configuring the Main Popdock Widget for Business Central
- Get your Business Central Popdock Widget ID and Widget Region
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- How to Embed a Popdock Widget on a HubSpot Dashboard
- How to embed a widget on a NetSuite form
- How to Embed a Widget on a Sage Intacct Dashboard
- How to Embed a Widget on a Sage Intacct Object Tab
- How to Embed a Popdock Widget on a Custom Tab in Salesforce
- Embedding a Popdock Widget on a Salesforce Page
- Locale URL query parameters that can be used in Popdock widgets
- How to Add the Export Options to a List
-
SmartConnect
- What's New
- Account
- Getting Started with SmartConnect.com
- Integration Configuration
-
Dedicated Connections
-
Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Odata API Source
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Creating a Dynamics 365 Business Central Real-time Data Source
- Creating a Dynamics 365 Business Central Change Data Source
- Using an Odata Field Lookup
- NetSuite REST
-
NetSuite
- Setting up a NetSuite Connection
- Creating a NetSuite Bulk Data Source
- Creating a SuiteQL Query Data Source
- Creating a NetSuite Change Data Source
- Creating a NetSuite Real-Time Data Source
- Setting up an Integration to NetSuite
- Setting up a Multi Lookup
- Setting up a Reference Lookup
- Setting up a SuiteQL Lookup
- Dynamics 365 Finance
-
Dynamics 365 Customer Engagement / Sales
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Creating a Dynamics 365 CE/Sales Bulk Data Source
- Creating a Dynamics 365 CE/Sales Change Data Source
- Creating a Dynamics 365 CE/Sales Real-Time Data Source
- Setting up an Integration to Dynamics 365 CE/Sales
- Using an Entity Lookup
- Using a Multi Lookup
- Using an Activity Party
- Using an Entity Reference
- Using a List Option Lookup
- Using a Relationship
- Salesforce
- Popdock
- SQL Server
- File Options
- Generic Connections
- Dynamics NAV
- Microsoft Graph
- Slack
- Trello
- Dynamics NAV OData On-Prem
- Dynamics NAV Soap On-Prem
-
Dynamics CRM On-Prem
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Setting up an Integration to Dynamics CRM
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using a Relationship
-
Dynamics 365 Business Central
-
REST Connections
-
Configuring the REST Connector
- Creating a REST Service Definition
- Adding a REST Service Connection
- Configuring Exchange Token Authentication
- Configuring OAuth2 Authentication
- Creating a Service Data Source Definition
- Adding a Bulk Service Data Source
- Configure Data Source Paging
- Creating a Service Destination Definition
- Setting up an Integration to a REST Service
- Creating a Service Lookup
- Using a Service Lookup
- Using Service Variables
- Using Error Handling
-
Pre-Defined REST Connectors
- Setting up a HubSpot Connector
- Setting up a Magento Connector
- Setting up a ShipStation Connector
- Setting up a Shopify Connector
- Setting up a Stripe Connector
- Setting up a WooCommerce Connector
- Setting up a Zoho CRM Connector
- Setting up a Xero Connector
- Setting up a ConnectWise Connector
- Setting up a Zendesk Connector
- Configuring Webhooks
-
Configuring the REST Connector
- General Setup and Maintenance
- Installing and Configuring SmartConnect 21 On-Premise
-
Zendesk Apps
-
Zendesk Dynamics 365 Sales Connector
- Installing and Setting up the Popdock Dynamics 365 Sales Connector for Zendesk
- Configuring the Dynamics 365 Sales sidebar for tickets in Zendesk
- Configuring the Dynamics 365 Sales sidebar for users in Zendesk
- Configuring the Dynamics 365 Sales sidebar for organizations in Zendesk
- Adding the Zendesk Tickets Widget to Dynamics 365 Sales
- Configuring the Dynamics 365 Sales and Zendesk Connectors in the Edit Embedded App
-
Zendesk Salesforce Connector
- Installing and Setting up the Popdock Salesforce Connector for Zendesk
- Getting Started with the Popdock Edit Embedded App
- Adding the Contact Zendesk Tickets Widget to Salesforce Contacts
- Adding the Account Zendesk Tickets Widget to Salesforce Accounts
- Configuring the Salesforce sidebar for users in Zendesk
- Configuring the Salesforce sidebar for tickets in Zendesk
- Configuring the Salesforce sidebar for organization in Zendesk
- Configuring the Salesforce and Zendesk Connectors in the Edit Embedded App
-
Zendesk Dynamics 365 Sales Connector
Using a Date Calculation
Published: Sep 12, 2018
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