Jump to My Record

Can I leave the calendar and edit my record directly?

Yes! You can click on an event, and in most calendars, you'll see a button to view the event in its native app, such as Google or Basecamp. For Salesforce and FileMaker sources, you can create a Button Action or an Event Action that takes the user directly to the desired page for editing.


In this article:

Salesforce


Add a Button to Jump to an Event's Salesforce page

You can easily add a Custom Button Action to your source setup. Buttons can perform various tasks, but navigating to a record in Salesforce is one of the most common. If users need to make changes to any event details on the record's native Salesforce page, they can simply click the button to go directly to that item's record in Salesforce.

Setting up a Button Action creates a button in your Button Actions Drawer. This draw can be accessed using the Gear Icon in DayBack's Event Popover. The drawer also provides an "Add Button" link that takes you directly to your DayBack Settings:



Feature is Unavailable in Salesforce1:

This feature is unavailable in DayBack for Salesforce1, as navigating to a record's Salesforce page only works in Desktop browser versions of Salesforce.

How to set up a Button Action:

1
Click "Add Button", or go to your "Administrator Settings" at the bottom of the Settings tab in DayBack's left-hand sidebar.
2
Next, select "Salesforce" under "Calendar Sources" and click the object you'd like to have this action
3
On the right section of the screen find the tab labeled "Button Actions"
4
Click "Add New Button Action" and give your action a name: if your object is a task then the action name might be "Go to task". This action name will become the name of your button.
5
Paste the following action in as the Url or Function: 
fbk.publish('dbk.navigate', {id:event.eventID});
6
This navigation function uses the "new" property to determine whether the target object should open in a new window/tab. If you want the target to open in a new window, then change the above value of false to true

How this Appears in Your Admin Settings:

How Buttons Appear in your Button Actions Drawer:


Go Right to the Salesforce Record without seeing DayBack's Default Popover

If you prefer, you can change DayBack's default behavior to go directly to the Salesforce record when a user clicks the event. This will bypass DayBack's native event popover, and go directly to the record. To enable this behavior, you can create an Event Action instead of a Button Action.

When a user clicks on an event, DayBack will run your Event Action instead of opening the DayBack's native event popover. You must select the "On Event Click" trigger when setting up your action.

Action Types:

  • Event Actions are triggered when an item is clicked on, saved, or deleted. These actions give you ways to override the default click, save, or delete behaviors.
  • Button Actions appear as buttons in the item's Button Drawer and are triggered when a user clicks on them.
  • Both types of actions can take URLs or JavaScript as actions.

How to create an Event Action:

1
Click on "Administrator Settings" at the bottom of the Settings tab in DayBack's left-hand sidebar.
2
Next, select "Salesforce" under "Calendar Sources" and click the object you'd like to have this action
3
Scroll down past "Field Mapping" until you get to "Event Actions"
4
Click "Add New Event Action"
5
The first attribute of the action is what should trigger it: set this to "On Event Click".
6
Paste the following action in as the Url or Function:   
fbk.publish ( "dbk.navigate" , { "url" : "/[[Id]]" , "new" : false } )
7
Set "Prevent default action" to "yes"

How this Appears in Your Admin Settings:



Limitations

Actions that navigate On Event Click are great for existing records in Salesforce, and are best for read-only calendar sources. However, if you try to create a new item from within DayBack in a source with this type of action, you'll get a Salesforce error since the event you're trying to navigate to doesn't exist yet.

For sources where you may need to create items from within the calendar, consider adding the navigation option as a Button Action instead. This way, users can create the new item in DayBack's Event Popover and then navigate to the Salesforce record only when they need to. Read about alternative ways to modify your DayBack Event Popover.

Add Native Salesforce Buttons in Your Event Popover

While all Button Actions typically reside inside your Button Action Drawer (under the gear icon), you can also use DayBack's powerful extensions to create custom buttons directly within DayBack's native popover. Although the setup process is more complex, embedding buttons can save your users valuable clicks by adding functions like "Jump to Record" right within the popover.

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

FileMaker

Can I Click a Button in the Calendar to See the Event in My FileMaker File?

Yes, this is one of the features Button Actions are designed for. Simple actions can open a URL, so you can create an action that jumps to the event's contact or project in FMP, FMGo, or even in WebDirect. Detailed instructions on creating these actions and including fields from an event in those action URLs can be found here: Custom Button Actions.

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