Using Your Own Event Popover for Detailed Layouts
DayBack allows you to use your own popovers or full-screen record views instead of its built-in Event Popover. This feature is useful if you want to view and edit more event details or if you need the data formatted in a way that is most comfortable for you and your users.
In this article
Using Salesforce Pages
Using your own Salesforce pages instead of DayBack's Popovers
If you prefer to navigate directly to one of your own Salesforce pages when clicking on an event in the calendar, you can create a special type of custom action called an "event action." Event actions are triggered when you create, delete, or click on an event. In this case, the action will bypass the standard DayBack popover.
Setting Up Event Actions
- Create the Event Action: Configure the event action to run a navigation script when an event is clicked. By setting it to "prevent the default action," users won't see the DayBack event popover. Instead, they will be redirected to the specified Salesforce page.
- Navigation Script: Use DayBack's standard "navigate" function. Pass the token
/[[Id]]
as the URL you want to go to, and setnew
tofalse
. This ensures that clicking on an event replaces the calendar view with the item view. Settingnew
totrue
would open the item in a new tab.
Since every Salesforce object has an Id
as one of the required field, this function will work for any object you map in DayBack:
fbk.publish( "dbk.navigate" , { "url" : "/[[Id]]" , "new" : false } )
Going Further: Using Lightning Modal Boxes in Salesforce
Instead of leaving the calendar to use your own page, you can display your page in a modal window:
You'll find videos, example code, and instructions here: Add Your Own Fields to the Calendar- Using Lightning Modal Boxes in Salesforce.
FileMaker Specific
Using Your Own Layouts Instead of Web Viewer Popovers
In DayBack for FileMaker you can elect to use your own layout in a card window instead of editting events in DayBack's built-in popover. Learn more here: Editing in Your Own FileMaker Layout.
Note that this doesn't work in FileMaker CWP since DayBack is running inside your browser and has no access to render your layouts.
You can, however, create custom actions that open an event in FileMaker Pro, Go, or WebDirect depending on the kind of URL you enter. More here: Custom Actions.