Popovers - where you create and edit events in DayBack
When you click on or create a new event in the calendar, you'll see your event in a popover; this article describes the options available for changing how this works and changing the fields that appear in the popover.
In this article
What are my options for changing how the popover looks and behaves?
While you can't edit the popover as easily as you can edit a Salesforce page, you have a number of options for how this works.
Can I edit the item in its Salesforce page instead of in the popover?
Some users have very detailed pages for editing their events and would rather just use those instead of DayBack's popover.
You have two options for this:
- You can set this up as a Custom Action so that users first see the event popover and then have a button in the popover's drawer that will take them to the items own Salesforce page. You'll see an action already setup like this for the objects DayBack shows by default (Activities, Campaigns, etc.)
- Alternately you can hijack the popover entirely and have DayBack go right to an item's Salesforce page when you click on an item in the calendar.
You'll find step-by-step instructions for setting up both of these approaches here: How can I jump to my record in Salesforce?
Note that currently, this is not an option in DayBack for Salesforce 1: navigating to the records own Salesforce page only works in desktop browser versions of Salesforce.
What If I want to work in *my* event in a layout instead of a popover?
Some users have very detailed layouts for editing their events and would rather just use those instead of our webviewer popover.
In DayBack for FileMaker client you can configure DayBack to use your own layout instead of the popover, and you can specify a different configuration for each source in the calendar. (In DayBack's sample file, you'll see the calendar use a webviewer for "Sample Events" and a FileMaker layout for "To-Dos".)
This isn't an option in DayBack Online as everything is happening in a browser. You can, however, preview your event in DayBack's popover and then jump to your own layout using a custom action when you need more detail. This custom action can call a URL that opens the event in FileMaker Pro, FileMaker Go, or goes to a particular layout in WebDirect.