Add Buttons to the Calendar, Sidebar, or Popover
DayBack can be tailored to your needs by adding Custom Button Actions. By default, these actions are found under the Event Popover's Custom Actions utility panel, accessible from the gear icon. However, you may want to add buttons to other parts of the DayBack User Interface. Here are some common ways to extend the interface with custom buttons:
Launch Custom Actions using a Button Menu Custom buttons can trigger specific workflows, toggle between bookmarks, or perform advanced tasks on selected events. |
|
Add Buttons to the Sidebar to Toggle Filters Sidebar buttons can be customized to filter specific groups of events. Alternatively, you can add buttons that run custom workflows directly from the Sidebar. |
|
Add Buttons to the Event Popover You can add up to three custom buttons to the main Event Popover layout, making your Custom Button actions readily accessible. |
|
|
Add Buttons to Specific Utility Drawers Instead of placing buttons in the Custom Actions utility drawer, you can add them to any specific drawer. This is useful for quickly adding related records or contacts directly from the relevant drawer. |
Add Icons to Draggable Event Blocks You can add clickable icons to your on-screen events. For example, you might add a function to quickly add a note to an event or start a Salesforce flow or any other event-specific custom action. |
Creating Custom Buttons
The examples above demonstrate several ways to customize the DayBack user interface. For more ideas, refer to the article on Custom Button Actions. Additionally, explore event attributes and functions available for your custom actions by visiting APIs: Resources for Custom and Event Actions. Discover the JavaScript objects and methods at your disposal for action customization in Objects and Methods for Custom Actions.