Add DayBack Buttons to Your Salesforce Layouts

Salesforce Specific (Classic Only)

You can jump right to a specific item in the calendar, or show all the items related to a given record, by adding DayBack buttons to your own Salesforce layouts. This effectively lets you filter the calendar using your own criteria embedded in buttons. 

Note: These methods apply to Salesforce Classic Only. In Lightning, buttons cannot run JavaScript, so you'll need to follow the instructions here to add DayBack to a custom tab in Lightning.

A couple detailed examples follow. If you have trouble making your own, have questions, or really want to extend what you see here, please get in touch. We love making these for our customers.

Example 1: A simple button to open an event in DayBack

In this example we'll create a button on your event page that will open up that event in DayBack:

Here's how to do it:

1

From the Setup menu, search for "Event Buttons and Links" in the Setup Quick Find.

2

Click "New Button or Link"

3

Fill out the button's description as shown here:

4

Here's the code you'll need for that large text area:

var m = {!MONTH( DATEVALUE( Event.StartDateTime ) )};
var y = {!YEAR( DATEVALUE( Event.StartDateTime ) )};
var d = {!DAY( DATEVALUE( Event.StartDateTime ) )};
var eventDate = new Date(y, m-1, d);
eventDate = eventDate.toISOString().substring(0,10);
window.location='https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000Pbws&source=Events&date=' + eventDate + '&id={!Event.Id}'
	

Note that this is basically building a URL for DayBack. This url will be different for every Salesforce deployment. To find yours, just navigate over to DayBack and take a look at the url; copy that text including the tab name like this: "https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000ANpO". You want to use that in the code above,  before "&source=Events&date=" in the last line.

5

Replace the url (through the tab name) in the code above with your DayBack url.

6

Click "Save". You'll add this to a page in the next step.

7

in the Setup Quick Find, search for "Event Page Layouts" and then click on "Edit" beside the layout  on which you'd like to add this button.

8

Drag your new button on to the layout like this:

9

Click "Save".

10

Visit you event layout and try out your new button =).

Example 2: Show this opportunity's tasks in DayBack

A more interesting example that shows how you can include filter and view information in the url to get a very specific result in the calendar:

Here's how to do it:

1

From the Setup menu, search for "Opportunity Buttons and Links" in the Setup Quick Find. Or use the "...Buttons and Links" option for any object in Salesforce.

2

Click "New Button or Link" and follow steps 2 through 6 from Example 1 above to create a new button. Here's the code you'll need for that large text area: 

{!REQUIRESCRIPT("/soap/ajax/36.0/connection.js")}
var result = sforce.connection.query("Select ActivityDate from Task Where WhatId = '{!Opportunity.Id}' AND ActivityDate != NULL Order By ActivityDate");
var record;
if(result.size==="1") {
record=result.records;
}
else if (result.size!=="0") {
record=result.records[0];
}
else if (result.size==="0") {
alert ( "No tasks in DayBack for this Opportunity" );
}
if(result.size!=="0"){
var startDate=record.ActivityDate;
var url = 'https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000ANpO';
url+='&date='+startDate;
url+='&filterProjects=' + encodeURIComponent('{!Opportunity.Name}');
url+='&view=month';
url+='&source=Tasks';
window.location=url;
}
	

Note that this is basically building a URL for DayBack. This URL will be different for every Salesforce deployment. To find yours, just navigate over to DayBack and take a look at the URL; copy that text including the tab name like this: "https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000ANpO". You want to use that in the code above replacing the URL in the line beginning "var url".

3

Add this button to your opportunities page, following the instructions in steps 7 through 9 in Example 1 above.

4

Visit your opportunities layout and try out your new button =).

A couple cool things about this example that may help you when making your own...

• Note that in the first line you can load other libraries as part of these buttons. Handy.
• in the movie that begins this section you'll see that adding "filterProjects=..." to the URL adds a section to the Filters sidebar in DayBack: a section titled "Project Filters". That will hold any filters you've loaded via URL-buttons like this. These filters can be turned on and off like regular filters and will persist for the duration of the user's session.
• If you'd like to clear the filters before that, add "filterProjects=null" to the URL and the Project Filters section will be removed from the sidebar.

Going further: other URL attributes you can use

Note that in the simple example above we didn't include a "view" parameter in the URL. Without one, DayBack will show the event on whichever view you'd last used. In the second example we wanted to see the tasks in a gantt chart type view so we specified a view in the URL like this:

&view=basicHorizon;

You can include a number of parameters like this in order to control DayBack via URL. Here's what's available (note that these are case sensitive):