Filtering Your Events
In this article:
- Applicable For All Platforms:
- Filtering DayBack Calendar
- Who Can Change Filters?
- Filter by Contact and Project using URL Parameters
- Filter by Calendar Source using URL Parameters
- Change Text Filters using URL Parameters
- Get a List of All Active Filters
- What else can I do with URLs?
- Salesforce:
- FileMaker:
- DayBack Extensions:
Note: this article describes how to filter events and appointments. If you'd like to filter which resources show up in the list of resources, check out filtering resources.
Filtering DayBack Calendar
Filters help you focus on a subset of the events in a busy calendar. They're available on the Filters tab in the left-hand status area. The main filters are "Statuses" and "Resources,"which can be renamed and customized to fit your needs. Learn more about statuses here and resources here.
Showing and Hiding Calendars
You can show or hide events by selecting different calendar sources on the Calendars tab of the sidebar.
Text Filters
At the top of the Filters tab, you'll find DayBack's text filter. This filter works across all your calendar sources and fields. For example, typing "Bill" will find events where "Bill Smith" is mentioned as a related contact or account, in the title, or as a resource. The text filter supports various logic and comparison operators. Learn more about the filter grammar and supported operators here.
Who Can Change Filters?
Editing Filters
All users share the same list of filters and folders, displayed in the same order and with the same colors. DayBack administrators can:
- Change filter colors and rename them using the gear icon next to filters.
- Create, sort, and delete filters.
If you need different users to see different subsets of these filters, you can use calendar actions to add custom filters for each user.
Granting Editing Rights
You can grant individual users the right to edit status and resource filters without making them full DayBack admins. This option is found in Admin Settings under the Group's member settings tab. Note: This feature is not available in Salesforce.
Applying Filters
Selecting filters is user-specific. When you click on a filter to highlight it in blue, it limits the number of events shown just for you. This means different users can have different filters applied at the same time.
Filter by Contact and Project using URL Parameters
In addition to the built-in status and resource filters, you can also filter the calendar by contact and project by adding filter values to DayBack's URL in the browser.
Using FileMaker Server?
A video and example file are available to help you get started. Download the example file with button code here.
For example, DayBack's URL is normally:
https://app.dayback.com/#/
To filter the calendar, you can add parameters to the URL. You can either add these parameters manually or create buttons to reset the URL in your web viewer (if using WebDirect). For instance, to show only the project "My Project
", you would use:
https://app.dayback.com/#/?filterProjects=My%20Project
Note that filters are set in name-value pairs where the filter name is filtersProjects
(plural) and the value is My%20Project
( with spaces replaced with %20
).
When you send filters this way, you'll see the filter criteria appear in DayBack's filter sidebar:
You can turn these filters on and off like any other filter. They will persist until the user logs out or the filter is cleared via URL by sending null
as follows:
https://app.dayback.com/#/?filterProjects=null
You can include more than one project in the filter like this:
https://app.dayback.com/#/?filterProjects= My%20Project&filterProjects=Another%20Project& ...
This allows you to load a session with just the logged-in user's active projects, which they can toggle on or off as needed.
Note: This method will not prevent users from turning off all project filters and seeing all projects. URL filtering is for helping users focus on specific events, projects, or contacts, not for security purposes.
Filtering Contacts
Filtering contacts works the same way as projects. You can send multiple contacts to the filter and combine contact and project filters in the same URL. The syntax for filtering contacts is:
https://app.dayback.com/#/?filterContacts=Joe%20Smith
You can also manipulate the always-visible status and resource filters using URLs. The syntax is filterStatuses=value
and/or filterResources=value
.
For a complete list of all DayBack URL parameters, see DayBack URLs.
Filter by Calendar Source using URL Parameters
Specify Visible Sources
You can decide which calendar sources are visible by including the source in your URL. This is useful if the source you need is currently turned off. For example:
source=Events
Replace Events
with the name of your calendar as it appears in your Admin Settings / Calendar Sources. By passing the name of one or more calendar sources in this manner, DayBack will add the specified source(s) to those currently turned on.
Turning Off Other Calendars
By default, the source parameter does not turn off other calendars. It ensures that the specified calendar is turned on. To turn off all other calendars except the one(s) you're filtering for, set the source to null
as your first source:
source=null&source=Events
Selecting Multiple Sources
To select multiple sources at once, use the following format:
source=Events&source=Campaigns
The null
-first behavior works with all filters that support multiple values.
Changing Text Filters using URL Parameters
Set Text Filter
You can set the text filter via URL by appending this to the end of the URL:
?filterText=Some%20Text%20I%20Like
Remove Text Filter
To remove any set text filter, use null
:
?filterText=null
So a full URL would look like:
https://app.dayback.com/#/?filterText=TextToFilter
Get a List of All Active Filters
Within a custom action, you can get a list of the active filters using the function:
seedcodeCalendar.get(filterType)
Valid options for the filterType parameter are:
- statuses
- resources
- contacts
- projects
- textFilters
For example, to get a list of all the statuses:
seedcodeCalendar.get('statuses')
This function returns an array of objects containing all of those specific filters, whether active or not. For more information and examples, see our Custom Function: Create a Link to Calendar View to create a link to your existing view with filters applied for DayBack users within your organization.
What else can I do with URLs?
By including additional parameters in DayBack's URL, you can also specify the focus date of the calendar or navigate to a particular view:
Set the Date
Specify the date in YYYY-MM-DD
format:
date=2016-03-26
Set the View
You can set the view using:
view=agendaDay
Here are the possible values for view
, each corresponding to a "tab" in DayBack.
- View codes with the word "agenda" in their code name represent the "Schedule" views with time of day scale along the left-hand side.
- View codes with the word "basic" in their code name represent the "List" views without time scales in the display.
View Name: | View Code: |
Day Schedule | agendaDay |
Day List | basicDay |
Week Schedule | agendaWeek |
Week List | basicWeek |
Month List | month |
Month Schedule | agendaDays |
Horizon List | basicHorizon |
Resource Daily | basicResourceDays |
Resource Schedule | agendaResourceVert |
Resource Pivot Schedule | agendaResourceHor |
Resource List | basicResourceVert |
Resource Pivot List | basicResourceHor |
Open Specific Event Popovers
You can also pull up a specific event in the calendar via URL, which is useful for viewing a particular event in context. To do this, include the event's ID, source, and date in the URL. Optionally, you can also include the view. DayBack will navigate to that date and display the event's popover as if you had clicked on it. If the calendar is in a filtered state that would normally hide the event, DayBack will clear those filters so the event becomes visible.
Here is an example of the URL syntax for viewing a particular event:
https://app.dayback.com/#/?date=2016-03-23&source=My%20Server&id=635662540R4J52D
Note that neither source
or id
actually filter the calendar: they're just used to tell DayBack which event you're interested in.
Filtering by record types in Salesforce
If you're using record types in your Salesforce object, you can constrain a calendar to a single record type. This allows you to create multiple calendars from a single object, each associated with its own record type. To do this, assign the record type when defining the calendar in the admin settings. Learn more about it here.
Additional Filters in DayBack for FileMaker
You can add custom filters directly into the FileMaker scripts that DayBack uses to find events. This is useful for "pre-filtering" the calendar, implementing filters that users can't modify, and creating new filters that users can operate with your own FileMaker fields and buttons. For more details, see Additional Filters in FileMaker.
DayBack Extensions Related to Filters
We offer many useful extensions in our DayBack Extensions Library. Here are the most popular extensions that work with filters.
Filter Resources for Each Calendar using Tags Only show relevant resources for each calendar when editing events. This action checks the tags of resources and folders for calendar names that match the tags. You can include or exclude an entire folder of resources for a specific calendar using this action. |
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Hide or Resize the Status and Resource Filters Change the appearance of sidebar elements by hiding or resizing some or all of the filters. |
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One Click Resource Filters - Buttons and Dropdowns Add enhanced resource filters to the sidebar. Filters can be set up as one-click filter buttons or multi-select dropdowns of related resource tags. This app action allows you to click to filter resources based on a predefined set of tags. |
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Set Default Filters by Calendar This action changes the currently selected resource filters or resource folders when you toggle between different calendars. |
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Set Default Filters by View - Salesforce Select specific resource filters based on the current view. In a resource view, the current user and all users in their folder will be selected. In all other views, only the current user will be selected. |