Add Buttons to the Calendar, Sidebar, or Popover
DayBack can be easily customized with your own Custom Button Actions. By default, all Button Actions can be found under the Event Popover's Custom Actions utility panel, which is accessed from the Event Popover's gear icon. However, there are many cases where you may want to add buttons to other sections of the DayBack User Interface.
Here are a few common ways that you can extend the DayBack user interface to support your own custom button layouts.
|
Launch Custom Actions using a Button Menu Custom buttons can trigger specific flows, toggle between bookmarks, or perform advanced tasks on your selected events. |
|
Add Buttons to the Sidebar to Toggle Filters Sidebar buttons can be customized to filter for specific groups of events. Alternatively, you can add buttons that run custom flows from the Sidebar rather than from a Button Menu. |
|
Add Buttons to the Event Popover If you want your Custom Button actions set up as buttons displayed in the main Event Popover, rather than DayBack's Custom Actions utility panel, you can add up to three buttons to the main popover layout. |
|
Add Buttons to Specific Utility Drawers Instead of adding buttons to the Custom Actions utility drawer, you can add buttons to any drawer. This is useful if you want to add a quick way to add a related record or contact direction from the relevant drawer. |
|
Add Icons to Draggable Event Blocks You may want to add your own clickable icons to your on-screen events. In this example, we add a function to add a quick note to an event. This can, however, be modified to start a Salesforce flow or any other event-specific custom action. |
Creating Custom Buttons
The example above demonstrates several ways to customize the DayBack user interface. To explore common actions relevant to your needs, refer to the article on Custom Button Actions. Additionally, gain insights into 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.