Only See My Events
How can I ensure a user only sees their own records?
DayBack respects the access rules you've set up in your original source (Salesforce, Google, etc,). So if a user is unable to see or edit an item in your origin app, they'll be unable to see or edit the item in DayBack.
You may want to go further than your origin app and veil events from some users in DayBack. Here are some strategies for doing that...
But you may have cases where a user is allowed to see all events, but you'd prefer to give them a view focused on just their stuff.
You might embed pre-filtered DayBack calendars on other Salesforce pages. In this case, you might want to add an instance of DayBack to the home page: one filtered to show only events for the logged-in user. You'll find videos and instructions for how to do this here: Custom Calendar Tabs in Salesforce Lightning
You can also embed a filter in the fields mapped to DayBack so that a calendar only returns a subset of the records in that object: Pre-filtering in DayBack for Salesforce. (This is the most popular tactic we use.)
DayBack's custom app actions allow you to add your own behavior to when the calendar starts up. Customers have used this to limit the calendars presented to the logged-in user or to restrict the resources available to just those in the logged-in user's region. You'll find details and examples here: Custom App Actions.
You can easily restrict the events a user is able to see using FileMaker's built-in Access Privileges to create rules as to which records a logged-in user can see.
If you haven't worked with FileMaker's Access Privileges before, take a moment and read the overview in FileMaker's built-in help, check out Contents > Protecting databases with accounts and privilege sets > Creating and managing privilege sets > Editing record access privileges.
For more information about limiting which records a user can see, continue to the "Editing record access privileges" page: you're interested in the "Limited" option under number 4.
Tips & Tricks.
The only tricky part here is finding some attribute of the user's login to tie that login to a record in the calendar's events table. The items you have at your disposal are Get ( AccountName ) and Get ( AccountPrivilegeSetName ). The privilege set name is probably going to be used for general things like "administrator" or "sales rep" so you'll probably be using Get ( AccountName ) in your access privilege calculations to compare a logged-in user with the user linked to an appointment. There are two basic approaches here:
Not isempty ( FilterValues ( List ( SampleEvents::UserNameFirstLastCalc ) ; Get ( AccountName ) ) )