Integrating DayBack for FileMaker

These instructions are for DayBack for FileMaker 19 and higher. Instructions for older versions of DayBack can be found here: DayBack Classic Instructions. Unsure which version you have? Find out here.


Step-by-Step Instructions

1. Backup Your FileMaker Solution

Seriously. Even if you've done this a dozen times. =)

2. Prepare Your File

DayBack requires a few fields in whichever tables have the dates you'd like to see on the calendar. If you're linking DayBack to your file, that's all you'll need to do when preparing your file. If you're embedding DayBack, you'll add some layouts and scripts to your file as well. 

Follow these instructions for preparing your file and then return here to continue.

3. Create Your Calendar

Click on Administrator Settings, select "FileMaker" as your source, and then click "Add New Calendar". Select a layout from the table occurrence you'd like to use for this calendar and then click "Validate". 

Remember to pick a simple layout with no script triggers attached; the layout doesn't need any fields on it.

Scroll through the rest of the fields on the Calendar Info tab, clicking "Details..." to read about what options they offer.

4. Map Your Fields (configure DayBack's display)

Staying in the Admin Settings area, click on the "Field Mapping" tab and indicate which field in your table best represents the data that DayBack needs. 

You'll find some notes to help you in the "Details" section below each field. Additional notes and ideas are here: Field Mapping for FileMaker.

Click "Validate Field Mapping" at the bottom of the tab when you're done.

5. That's it.

Congratulations! From the settings screen, click "Back to Calendar" in the upper left and you should see your records in your calendar.


Going Further

Coming soon.

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