Repeating Events

Can I create recurring tasks and events in DayBack?

Yes. When creating a new Task or Event you'll see a checkbox to make the event repeating. Clicking that will bring up the screen below where you can specify the repeat frequency:

Note that Salesforce only allows new events to be set to repeating; you can't add a repeating attribute to an existing event and DayBack follows this pattern in Salesforce so you'll only be able to select a repeating frequency when you first make an event. This limitation is not the case for Google Calendar events.

In addition, if you have repeating events already created in Salesforce or in Google, DayBack will understand them and render them correctly. You can also edit a repeating event in DayBack: you'll be asked if you'd like to treat your edit as an exception to the repeating events...

...like moving just this one repetition to another resource or another time. 

DayBack also supports deleting events from a series, deleting the whole series, or just deleting future events in the series. So if you wanted to adjust every event in the series, you could delete the future events in the series and then create a new event and a new series to represent your changes.

Limitations in Salesforce

Salesforce only supports repetitions in the native Event and Task objects, so if you want to use repetitions in custom objects, we'll need to do that for you within DayBack as part of an implementation package. This can get pretty expensive if you'd like to capture all the nuances of the repeating event experience found in something like Google Calendar, or DayBack's support for native Salesforce events, where you can adjust the whole repetition chain at once.

Instead, you may want to look at two alternate approaches below: duplicating events or using rules.

Duplicating Events Instead of Repeating

You can option/control- drag an event to duplicate it in lieu of creating a small number of repetitions. You can also customize this extension to add a Copy and Paste function if you only need to create a few repetitions of a record in a custom object.

Using Rules Instead of Repeating

If you want repetitions for something like "availability" or "shifts" — something that can be described by a rule in a custom object—we can render that in DayBack as a custom implementation much easier than creating individual repetitions.

Creating individual repetitions is for when each record will have outcomes, like a coaching session every other week that will have a status and notes. Please get in touch if that sounds interesting.

To create appointments that span more than one day, simply enter an end date for the event. For more information, see   Event Duration.


Repeating Events in FileMaker

Repeating events are created in FileMaker using a script built into DayBack which creates one record for each repeating event. Learn more here: repeating events in FileMaker.


Repeats in Basecamp

Repeating schedules were introduced to Basecamp in August of 2018 and added to their API in the Spring of 2019. DayBack has not yet investigated this API to see if we can use it for repeating events but we intend to soon. In the meantime, Google calendar events can repeat so you may want to use Google for those regular, repeating events, knowing you can see them alongside your Basecamp events in DayBack.