Resource Attributes - Tags, Skills, and Locations

Tags allow you to easily filter and categorize resources based on skills, location, certifications, and more. With custom actions, you can automate processes by utilizing tags to set default event durations and other attributes. Additionally, tags support emojis for quick visual tag identification and can be styled to stand out.

Overview

Resources are anything in your business that can be over-scheduled: people, trucks, rooms, or even business processes. Resources become column names or row names in DayBack's resource scheduling grids.

Why Resource Attributes Matter

Often, you need more information about a resource beyond just its name. For example, you may need details about their skills or physical location. If your organization has many resources, filtering them based on their attributes becomes crucial for efficiency.

This article explains the types of attributes available for describing resources. You can use these attributes to filter your list of resources or to style them, such as displaying icons for specific skills.

Assigning Attributes and Skills

You can manually enter a resource's attributes or automate this process by pulling resource information from Salesforce or FileMaker.

Customize Behaviors based on Resource Attributes

Resource attributes are also accessible to custom actions, allowing you to tailor DayBack’s behavior. For instance, you might set a default event duration for a particular resource or ensure that events are only assigned to resources with the necessary skills and attributes for a specific task.

While only admins can edit resources and attributes, all users can see a read-only version of the resource popover, showing the resources' descriptions and attribute tags.

Available Resource Attributes

Below are the attributes available for individual resources and resource folders. Apart from "Name," all other attributes are optional.

Name

This is the name of the person or asset being scheduled. It should match exactly with the name recorded in your events or appointments. A resource can appear in multiple folders (see "folders" below), allowing you to organize a person by different criteria, such as location and reporting structure. You can filter resources by name.

Short Name

This is an abbreviation of the resource's name. When resource columns become very narrow due to a small monitor or a large number of resources, DayBack will display the short name instead of the full name. Short names are not available, and not needed for resource folders, and cannot be used as a filter.

Description

Use this field to record details about the resource that you want to see in the resource list. Although you can enter as much text as you like, only the first two lines will be visible in the resource list. You can filter based on the content of this field, but remember that you can also filter using tags, so it's not necessary to include every detail in the description.

If you have many resources and want to save vertical space in your sidebar, you can hide the description in the resource list while keeping it in the resource popover by adding this CSS:

.resource-list .list-selector-child .description {
   display: none !important;
}

Descriptions hidden this way can still be used to filter resources. The code above hides descriptions only for resources, not for folders. To hide folder descriptions as well, remove .list-selector-child from the code above.

Folder

Folders are a quick way to select and filter resources. Clicking on a folder selects all resources within it. You can also attach actions to clicking on a folder, such as changing the calendar's timezone when specific resource folders are selected.

To create a new folder, click "Create Folder" at the bottom of the filters sidebar. These folders will then be available in the filters drop-down when editing or creating resources. You can reorder resources within a folder by dragging them, but to move a resource to a different folder, you'll need to edit the resource and manually select the new folder.

Class

Add a single CSS class to your resource or folder to apply styles and icons to resources or folders. DayBack will prefix your class name with dbkcustom- and special characters will be removed. For example, entering "red leader! " as a class will will replace the space and ! characters, and result in the class name dbkcustom-red-leader . The latter is what should be used in your CSS to style the respective resource or folder.

Advanced Styles

For more advanced styling of tags, refer to this article on styling resources. You'll learn how to color tags, add icons to them, and add icons to resources and folders wherever they appear.