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," though you can rename and change their contents easily (more on statuses here and on resources here: resources).
You can also show and hide events by selecting different calendar sources on the "Calendars" tab of the sidebar.
Note: this article describes how to filter events and appointments. If you'd like to filter which resources show up in the list of resources, check out filtering resources.
At the top of the filters tab, you'll see DayBack's text filter. The text filter works across all your calendar sources and all your fields, so typing "Bill" in there will find events where "Bill Smith" is a related contact or account, is mentioned in the title, or is a resource for that event. The text filters support all kinds of logic and comparison operators:
Learn more about the filter grammar and supported operators here: filter options.
Who Can Change Filters?
Editing Filters. All users share the same list of filters and folders in the same order and with the same colors. DayBack administrators can see use the gear next to filters to change their color and rename them. They can also 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 may also grant individual users the right to edit status and resource filters without those users bring full DayBack admins. (Unfortunately, this option is not available in Salesforce). This setting is found in Admin Settings, on the Group's member settings tab.
Applying Filters. Selecting filters (clicking on filters, so they light up on blue and restrict the number of events shown) is scoped to each user, so different users may have different filters applied at the same time.
Filtering by URL (Contact and Project Filters)
In addition to the built-in status and resource filters, you can filter the calendar by contact and project as well. This is done by adding filter values to DayBack's URL in the browser.
Using FileMaker Server? Video and Example File Available You can download an example file with button code to help you get started here: Example File
For example, DayBack's URL is normally:
But you can add parameters to filter the calendar. You can add parameters by hand or create buttons that will reset the URL in your web viewer (if you're using WebDirect). Adding a filter to show only the project "My Project" would look like this:
Note that filters are set in name-value pairs where the name is "filtersProjects" (plural) and the value is "My%20Project" where the space between My and Project is replaced with %20.
When you send filters this way, you'll see the filter criteria appear in DayBack's filter sidebar:
Once there, the filter can be turned off and on like any other filter and will persist until the user logs out or until the filter is cleared via URL by sending "null" like this:
You can include more than one project in the filter like this:
This means that you can load a given session with just the logged-in user's active projects, for example, and they can toggle those on or off to get the specific view they need. Note that this currently won't restrict them from turning *all* their project filters off and then seeing all projects, so this URL filtering isn't for security but rather to help users focus on just the events/projects/contacts they need to work with.
Filtering contacts works the same way, and as with projects, you can send multiple contacts to the filter. You can also combine contact and project filters in the same URL. The syntax for filtering contacts is:
Note that you can also manipulate the always-visible status and resource filters using URLs. The syntax is filterStatuses=value and/or filterResources=value
You'll find a complete list of all the DayBack URL parameters here: DayBack URLs.
URL Filtering by Source (Calendar)
Decide which source(s) are visible by including the source in your URL. This is helpful because the source you're interested in might currently be turned off.
...where "Events" is the name of your calendar in Admin Settings / Calendar Sources. If you pass the name of one or more sources like this, DayBack will add the source to those currently turned on.
Note that the source parameter doesn't turn off any other calendars by default: it makes sure that the one you specified is turned on. If you want to turn off all the calendars except the one(s) you're filtering for, call null as your first source like this:
This is also the syntax for selecting multiple sources at once in the form
This null-first behavior works with all the filters which support multiple values.
URL Text filters
You can populate the text filter via URL by appending this to the end of the URL
To remove any set text filter, use null
So a full URL would look like:
Can I get a list of the active filters from the calendar?
Yes! Within a custom action, you can get a list of the filters using the function seedcodeCalendar.get( filterType)
Valid options for the filterType parameter are:
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. Please take a look at our custom action examples for an action that creates a link to your existing view, with filters applied, for DayBack users within your organization: Custom Function: Create a Link to Calendar View
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. Here are the parameters DayBack accepts:
basicResourceHor (the Resource "Grid")
You can also pull up a specific event in the calendar via URL: you'd use this if you want to see a particular event in context. To do this, pass in the event's ID, Source, and the date of the event (optionally, you can also include the view). DayBack will navigate to that date and bring up the event's popover just as if you'd clicked on it. If the calendar were in a filtered state so that the event wouldn't be visible, DayBack would clear those filters so you can see the event.
Here is an example of the URL syntax for viewing a particular event:
Note that neither "source" nor "id" actually filter the calendar: they're just used to tell DayBack which event you're interested in.