Filtering Your Events

Filtering DayBack Calendar

Filters help you focus on a subset of the events in a busy calendar. They're available on the Filters tab in the left-hand status area. The main filters are "Statuses" and "Resources,"which can be renamed and customized to fit your needs. Learn more about statuses here and resources here.

You can show or hide events by selecting different calendar sources on the Calendars tab of the sidebar.

At the top of the Filters tab, you'll find DayBack's text filter. This filter works across all your calendar sources and fields. For example, typing "Bill" will find events where "Bill Smith" is mentioned as a related contact or account, in the title, or as a resource. The text filter supports various logic and comparison operators. Learn more about the filter grammar and supported operators here.

Who Can Change Filters?

All users share the same list of filters and folders, displayed in the same order and with the same colors. DayBack administrators can:

• Change filter colors and rename them using the gear icon next to filters.
• Create, sort, and delete filters.

If you need different users to see different subsets of these filters, you can use calendar actions to add custom filters for each user.

You can grant individual users the right to edit status and resource filters without making them full DayBack admins. This option is found in Admin Settings under the Group's member settings tab. Note: This feature is not available in Salesforce.

Selecting filters is user-specific. When you click on a filter to highlight it in blue, it limits the number of events shown just for you. This means different users can have different filters applied at the same time.

Filter by Contact and Project using URL Parameters

In addition to the built-in status and resource filters, you can also filter the calendar by contact and project by adding filter values to DayBack's URL in the browser.

For example, DayBack's URL is normally:

https://app.dayback.com/#/

To filter the calendar, you can add parameters to the URL. You can either add these parameters manually or create buttons to reset the URL in your web viewer (if using WebDirect). For instance, to show only the project "My Project ", you would use:

https://app.dayback.com/#/?filterProjects=My%20Project

Note that filters are set in name-value pairs where the filter name is filtersProjects (plural) and the value is My%20Project ( with spaces replaced with %20 ). 

When you send filters this way, you'll see the filter criteria appear in DayBack's filter sidebar:

You can turn these filters on and off like any other filter. They will persist until the user logs out or the filter is cleared via URL by sending null as follows:

https://app.dayback.com/#/?filterProjects=null

You can include more than one project in the filter like this:

https://app.dayback.com/#/?filterProjects= My%20Project&filterProjects=Another%20Project& ...

This allows you to load a session with just the logged-in user's active projects, which they can toggle on or off as needed.

Filtering contacts works the same way as projects. You can send multiple contacts to the filter and combine contact and project filters in the same URL. The syntax for filtering contacts is:

https://app.dayback.com/#/?filterContacts=Joe%20Smith

You can also manipulate the always-visible status and resource filters using URLs. The syntax is filterStatuses=value and/or filterResources=value .

For a complete list of all DayBack URL parameters, see DayBack URLs.

Filter by Calendar Source using URL Parameters

You can decide which calendar sources are visible by including the source in your URL. This is useful if the source you need is currently turned off. For example:

 source=Events 

Replace Events with the name of your calendar as it appears in your Admin Settings / Calendar Sources. By passing the name of one or more calendar sources in this manner, DayBack will add the specified source(s) to those currently turned on.

By default, the source parameter does not turn off other calendars. It ensures that the specified calendar is turned on. To turn off all other calendars except the one(s) you're filtering for, set the source to null as your first source:

 source=null&source=Events 

To select multiple sources at once, use the following format:

 source=Events&source=Campaigns 

The null -first behavior works with all filters that support multiple values.

Changing Text Filters using URL Parameters

You can set the text filter via URL by appending this to the end of the URL:

?filterText=Some%20Text%20I%20Like

To remove any set text filter, use null :

 ?filterText=null 

So a full URL would look like:

https://app.dayback.com/#/?filterText=TextToFilter

Get a List of All Active Filters

Within a custom action, you can get a list of the active filters using the function:

seedcodeCalendar.get(filterType)

Valid options for the filterType parameter are:

• statuses
• resources
• contacts
• projects
• textFilters

For example, to get a list of all the statuses:

seedcodeCalendar.get('statuses')

This function returns an array of objects containing all of those specific filters, whether active or not. For more information and examples, see our Custom Function: Create a Link to Calendar View to create a link to your existing view with filters applied for DayBack users within your organization.

What else can I do with URLs?

By including additional parameters in DayBack's URL, you can also specify the focus date of the calendar or navigate to a particular view:

Specify the date in YYYY-MM-DD format:

date=2016-03-26 

You can set the view using:

view=agendaDay 

Here are the possible values for view , each corresponding to a "tab" in DayBack.

• View codes with the word "agenda" in their code name represent the "Schedule" views with time of day scale along the left-hand side.
• View codes with the word "basic" in their code name represent the "List" views without time scales in the display.

You can also pull up a specific event in the calendar via URL, which is useful for viewing a particular event in context. To do this, include the event's ID, source, and date in the URL. Optionally, you can also include the view. DayBack will navigate to that date and display the event's popover as if you had clicked on it. If the calendar is in a filtered state that would normally hide the event, DayBack will clear those filters so the event becomes visible.

Here is an example of the URL syntax for viewing a particular event:

https://app.dayback.com/#/?date=2016-03-23&source=My%20Server&id=635662540R4J52D

Note that neither source or id actually filter the calendar: they're just used to tell DayBack which event you're interested in.

Filtering by record types in Salesforce

If you're using record types in your Salesforce object, you can constrain a calendar to a single record type. This allows you to create multiple calendars from a single object, each associated with its own record type. To do this, assign the record type when defining the calendar in the admin settings. Learn more about it here.

Pre-Filtering Events by Other Criteria

By default, Salesforce calendars in DayBack can be filtered by record type. However, you may want to add additional criteria to a calendar. For instance, a System Administrator might want a calendar that only shows their own events instead of everyone’s events allowed by their profile. Learn more about Pre-filtering Events in Salesforce.

Additional Filters in DayBack for FileMaker

You can add custom filters directly into the FileMaker scripts that DayBack uses to find events. This is useful for "pre-filtering" the calendar, implementing filters that users can't modify, and creating new filters that users can operate with your own FileMaker fields and buttons. For more details, see Additional Filters in FileMaker.

DayBack Extensions Related to Filters

We offer many useful extensions in our DayBack Extensions Library. Here are the most popular extensions that work with filters.