Integrating DayBack for FileMaker

These instructions are for DayBack for FileMaker 19 and higher. Instructions for older versions of DayBack can be found here: DayBack Classic Instructions. Unsure which version you have? Find out here.


Step-by-Step Instructions


Backup Your FileMaker Solution

It's essential to create a backup of your FileMaker solution before proceeding, even if you're experienced with this process.

Prepare Your File

DayBack requires specific fields in the tables containing the dates you want to display on the calendar. If you're linking DayBack to your file, adding these fields is all you need to do. If you're embedding DayBack, you'll also need to add some layouts and scripts to your file.

Follow the instructions for preparing your file and then return here to continue.

Save Your Configuration and Enter Draft Mode

The key to customizing DayBack is to save and restore snapshots of your configuration so you can experiment freely. And using draft settings mode will let you isolate your experiments from other users until you're ready to publish them

Create New Calendars

In DayBack, go to Administrator Settings, select FileMaker as your source, and then click Add New Calendar. Choose a layout from the table occurrence you'd like to use for this calendar and click Validate.

Ensure you select a simple layout without any script triggers attached; the layout doesn't need to have any fields on it.

Scroll through the remaining options on the Calendar Info tab, and click Details next to each field for more information about the settings.

Map Your Fields (configure DayBack's display)

While still in the Admin Settings area, click on the Field Mapping tab and specify which fields in your table correspond to the data DayBack needs. 

You'll find helpful notes under the Details section for each field. Additional guidance is available here: Field Mapping for FileMaker.

When you've completed the mapping, click Validate Field Mapping at the bottom of the tab.

That's It!

Congratulations! Click Back to Calendar in the upper left corner of the settings screen, and you should now see your records displayed on your calendar.