Jump to My Record

Can I leave the calendar and edit my record directly?

Yes! Click on an event and in most calendars, you'll see a button to view the event in its native app: Google or Basecamp, for example. For Salesforce and FileMaker sources you'll want to create a custom action that takes the user right to the page you'd like them to edit on.

Creating a button to jump to an event's Salesforce page

This is easily done by adding a custom action to your source setup. Custom actions can do all sorts of things but navigating to the record in Salesforce is one of the most common actions. Setting up this custom action creates a button your users can click on to go to that item's page. 

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.

Here is how to set this up...

1
Click on "Administrator Settings" at the bottom of the Settings tab in DayBack's left-hand sidebar.
2
Next, select "Salesforce" under "Calendar Sources" and click the object you'd like to have this action
3
On the right section of the screen find the tab labeled  " Button Actions"
4
Click "Add New  Button Action" and give your action a name: if your object is a task then the action name might be "Go to task". This action name will become the name of your button.
5
Paste the following action in as the Url or Function: 
fbk.publish ( "dbk.navigate" , { "url" : "/[[Id]]" , "new" : false } );
6
This navigation function uses the "new" property to determine whether the target object should open in a new window/tab. If you want the target to open in a new window, then change the above value of false to true
   

Here's what it looks like in Admin Settings:

And here's what it will look like on your calendar item (you'll reveal this action drawer by clicking on the gear in the lower right of the item's popover):

Can I go right to the item in Salesforce without seeing the calendar's popover?

Absolutely. You'll create the same kind of action as the one described above but will create an event action instead. This way when you click on an event, DayBack will run that "navigate" action instead of opening the calendar popover.

Event Actions vs Custom Actions

  • Event actions are triggered when an item in the calendar is clicked on, saved, or deleted; these actions have the option to override the default click, save, or delete behavior.
  • Custom actions appear as buttons in the item's popover drawer and are triggered when a user clicks on them.
  • Both types of actions can take URLs or javascript as actions.

Here's how to create an event action like this:

1
Click on "Administrator Settings" at the bottom of the Settings tab in DayBack's left-hand sidebar.
2
Next, select "Salesforce" under "Calendar Sources" and click the object you'd like to have this action
3
Scroll down past "Field Mapping" until you get to " Event Actions"
4
Click "Add New Event Action" 
5
The first attribute of the action is what should trigger it: set this to "On Event Click".
6
Paste the following action in as the Url or Function:   
fbk.publish ( "dbk.navigate" , { "url" : "/[[Id]]" , "new" : false } )
7
Set "Open in new window" to "no" and set "Prevent default action" to "yes"

Here's what it looks like in Admin Settings:

Event actions that navigate on event click are great when the record already exists in Salesforce, but if you try to create a new item from within the calendar in a source with this kind of action set up you'll get a Salesforce error since the event you're trying to navigate to doesn't exist yet. So this action is best for read-only sources. For others, where you sometimes want to create items from within the calendar as well, consider adding the navigation option as a custom action instead--so users can create the new item in DayBack's calendar popover and then navigate to it.

FileMaker Specific

Can I Click a Button in the Calendar to See the Event in My FileMaker File?

This is one of the things we designed custom actions to do. Simple custom actions like this just open a URL, so a custom action could be added that jumps over to the event's contact or project in FMP, FMGo or even in WebDirect. Notes on how to make actions and how to include fields from an event in those action URLs can be found here: custom actions.

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