Event Popovers

Popovers - where you create and edit events in DayBack

When you click on or create a new event in the calendar, you'll see your event in a popover; this article describes the options available for changing how this works and changing the fields that appear in the popover.

Options for Customizing the Popover

While you can't edit the popover as easily as a Salesforce page, there are several options available to customize its appearance and behavior.

When setting up your Salesforce object in DayBack, you mapped the fields in the popover to those in your record. You can adjust this field mapping in Admin > Sources > Source Settings. For instance, you can change the event's title field or use a different field for the resource.

You can hide unused fields in the field mapping for your calendar, table, or object.

1. Go to Admin > Sources > Source Settings
2. Locate the field you'd like to hide
3. Click "More..." under the field's definition
4. Toggle "Hidden" setting to on.

You can control the order of fields using CSS to move them up or down. For example:

.Events .panel-selector[name=contact] {
   transform:translateY(-198px);
}
.Events #description {
   transform:translateY(196px);
}

The color swatch in the upper left is determined by the item's calendar source (which can be changed in the DayBack's left-hand sidebar) and by the field mapped to "status" in your Source Settings. If the field value matches one of the Status Filter colors, the event's color will be reflected in the popover. More details on changing the event's color can be found here.

You can change the text labels for any of the popover fields within your field mapping, located under Admin > Sources > Source Settings. These labels can be different for each source in the calendar, allowing you to customize terms like "Resources" to "Trucks" in one source and "Team Mates" in another.

To change labels that are shared across sources, such as the save and delete buttons, you can edit DayBack's translation table. This is often used for localization but can also help customize the app's nomenclature to better reflect your business needs. For example, you may want to rename the "Resource" tab as "Planning", or "Dispatch", based on your unique business process. Learn more about translations here.

By editing DayBack's CSS, you can modify the appearance of items in the popover, including fonts and colors. Each popover is classed with the name of the calendar source, allowing you to create source-specific popover styles. For example, if you have a calendar named "New Patient Intake," the popovers for those events will have the class .NewPatientIntake , and you can style them specifically using:

.NewPatientIntake { 
   /* your styles */
}

One of the most powerful customizations is adding your own buttons to the popover. These custom action buttons can navigate to other Salesforce pages, run scripts, or jump out of DayBack to work with the event in your own layouts. You can add as many action buttons as you like. Learn how to add custom buttons here.

Salesforce Specific

Edit events within their Salesforce page instead of using DayBack's popover

Some users have very detailed pages for editing their events and would rather use those instead of DayBack's popover. 

You have three options for this:

1. Open an Event's Salesforce Layout using a Popover Button

• You can add a button to DayBack's event popover layout, by adding a custom button action. When you click on an event, the DayBack popover appears first. From there, you can open the Button Actions Drawer and click a button to navigate to the event's native Salesforce page. For default objects like Tasks, Events, and Campaigns, a pre-configured button is already available. You can also add buttons to different locations within the popover as needed, as described further below.

1. Bypass DayBack's Popover, and Open the Native Record when you Click on an Event

• Alternatively, you can configure DayBack to skip the popover entirely and go directly to the event's Salesforce page when you click on an item in the calendar. Step-by-step instructions for setting up both this approach and the one described above can be found here: How can I jump to my record in Salesforce?

1. Use a Custom Lightning Modal

• Another option is to replace DayBack's built-in popover with a native Salesforce Lightning modal view. This allows you to use Salesforce's modal interface inside DayBack. Instructions for setting this up are available here: Using Lightning Modal Boxes in Salesforce

Add Native Salesforce Buttons in Your Event Popover

In additional to adding buttons to the Button Actions Draw, you can also add buttons directly to DayBack's popover. Although the setup process is more complex than adding Custom Button Actions to the drawer, embedding buttons on the event popover can save your users valuable clicks.

For more information, check out our article on Adding Buttons to the Popover. The screenshot below illustrates this extension.

FileMaker Specific

Edit events in your own FileMaker layout instead of using DayBack's popover

Some users have very detailed layouts for editing their events and would rather use those instead of DayBack's web viewer popover. 

No problem. You can configure DayBack to use your own layout instead of the popover, and you can specify a different configuration for each source in the calendar. (In DayBack's sample file, you'll see the calendar uses a web viewer for "Sample Events" and a FileMaker layout for "To-Dos.")

Learn more here: using your own FileMaker layouts in DayBack Calendar.