Repeating Events

Can I create recurring tasks and events in DayBack?

Yes. When creating a new Task or Event, you'll see a checkbox to make the event repeating. Clicking that checkbox brings up a screen where you can specify the repeat frequency:

If you have repeating events already created in Salesforce or Google, DayBack will recognize and render them correctly. You can also edit a repeating event in DayBack. When you make an edit, you'll be asked if you'd like to treat your edit as an exception to the repeating events, such as moving just one instance to another resource or time.

Managing Recurring Events

DayBack supports several actions for managing recurring events:

• Deleting Events: You can delete individual events from a series, the entire series, or just future events in the series.
• Adjusting Events: To adjust every event in the series, you can delete the future events and create a new event and series to represent your changes.

Limitations in Salesforce

Salesforce only supports repetitions in the native Event and Task objects. If you want to use repetitions in custom objects, you'll need an implementation package so DayBack's integrations team to handle this. Capturing all the nuances of the repeating event experience found in Google Calendar or DayBack's native support for Salesforce events can be quite costly, especially if you want the ability to adjust the entire repetition chain at once.

Alternate Approaches

Instead, consider the following alternate approaches:

1. Duplicating Events: Manually create duplicates of the event as needed.
2. Using Rules: Implement rules to manage recurring events within your custom objects.

Both strategies are described below.

Duplicating Events Instead of Repeating

You can use the Option-drag, or Control-drag function to duplicate an event when you need a small number of repetitions. See duplicating an event for additional detail on this behavior.

Additionally, you can customize this extension to add a Copy and Paste function, which is useful if you only need to create a few repetitions of a record in a custom object.

Using Rules Instead of Repeating

For scenarios like "availability" or "shifts" that can be described by a rule in a custom object, rendering this in DayBack as a custom implementation is much easier than creating individual repetitions. This approach is more suitable when each record will have specific outcomes, such as a coaching session every other week with a status and notes.

If this type of solution applies to your workflow, please get in touch to discuss your needs for our integration team.

Repeating Events in FileMaker

Repeating events in FileMaker are created using a script built into DayBack, which generates a separate record for each repeating event. For more details, see repeating events in FileMaker.