Add DayBack Buttons to Your Salesforce Layouts

Salesforce Specific (Classic Only)

In Salesforce Classic you can add buttons to your Salesforce layouts that can jump directly to a specific item in the calendar, or display all items related to a given record. This allows you to filter the calendar using custom criteria embedded in buttons.

Here are a couple of detailed examples. If you need assistance creating your own, have questions, or want to extend these examples, please get in touch. We love helping our customers with these customizations.

Example 1: A simple button to open an event in DayBack

In this example we'll create a button on your event page that will open up that event in DayBack:

Here's how to do it:

1

From the Setup menu, search for "Event Buttons and Links" in the Setup Quick Find.

2

Click "New Button or Link"

3

Fill out the button's description as shown here:

4

Here's the code you'll need for that large text area:

var m = {!MONTH( DATEVALUE( Event.StartDateTime ) )};
var y = {!YEAR( DATEVALUE( Event.StartDateTime ) )};
var d = {!DAY( DATEVALUE( Event.StartDateTime ) )};
var eventDate = new Date(y, m-1, d);
eventDate = eventDate.toISOString().substring(0,10);
window.location='https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000Pbws&source=Events&date=' + eventDate + '&id={!Event.Id}'
	

Note that this process essentially involves constructing a URL for DayBack. This URL will vary for each Salesforce deployment. To find your specific URL, navigate to DayBack and copy the URL, including the tab name, such as https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000ANpO. Use this URL in the code above, placing it before &source=Events&date= in the last line.

5

Replace the url (through the tab name) in the code above with your DayBack url.

6

Click "Save". You'll add this to a page in the next step.

7

in the Setup Quick Find, search for "Event Page Layouts" and then click on "Edit" beside the layout  on which you'd like to add this button.

8

Drag your new button on to the layout like this:

9

Click "Save".

10

Visit you event layout and try out your new button =).

Example 2: Show this opportunity's tasks in DayBack

A more interesting example that shows how you can include filter and view information in the url to get a very specific result in the calendar:

Here's how to do it:

1

From the Setup menu, search for "Opportunity Buttons and Links" in the Setup Quick Find. Or use the "...Buttons and Links" option for any object in Salesforce.

2

Click "New Button or Link" and follow steps 2 through 6 from Example 1 above to create a new button. Here's the code you'll need for that large text area: 

{!REQUIRESCRIPT("/soap/ajax/36.0/connection.js")}
var result = sforce.connection.query("Select ActivityDate from Task Where WhatId = '{!Opportunity.Id}' AND ActivityDate != NULL Order By ActivityDate");
var record;
if(result.size==="1") {
   record=result.records;
} else if (result.size!=="0") {
   record=result.records[0];
} else if (result.size==="0") {
   alert ( "No tasks in DayBack for this Opportunity" );
}
if(result.size!=="0"){
   var startDate=record.ActivityDate;
   var url = 'https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000ANpO';
   url+='&date='+startDate;
   url+='&filterProjects=' + encodeURIComponent('{!Opportunity.Name}');
   url+='&view=month';
   url+='&source=Tasks';
   window.location=url;
}

Note that this process essentially involves constructing a URL for DayBack. This URL will vary for each Salesforce deployment. To find your specific URL, navigate to DayBack and copy the URL, including the tab name, such as https://dbk.na30.visual.force.com/apex/DayBack?sfdc.tabName=01r36000000ANpO. Use this URL in the code above, placing it before &source=Events&date= in the last line.

3

Add this button to your opportunities page, following the instructions in steps 7 through 9 in Example 1 above.

4

Visit your opportunities layout and try out your new button =).

A couple cool things about this example that may help you when making your own...

• Note that in the first line you can load other libraries as part of these buttons, which can be very handy.
• In the movie that begins this section you'll see that adding filterProjects=... to the URL adds a section to the Filters sidebar in DayBack: a section titled "Project Filters". That will hold any filters you've loaded via URL-buttons like this. These filters can be turned on and off like regular filters and will persist for the duration of the user's session.
• If you'd like to clear the filters before that, add filterProjects=null to the URL and the Project Filters section will be removed from the sidebar.

Going further: other URL attributes you can use

Note that in the simple example above we didn't include a "view" parameter in the URL. Without one, DayBack will show the event on whichever view you'd last used. In the second example we wanted to see the tasks in a gantt chart type view so we specified a view in the URL like this:

&view=basicHorizon;

You can include a number of parameters like this in order to control DayBack via URL. Here's what's available (note that these are case sensitive):

Here are the possible values for the view parameter, each corresponding to a tab in DayBack:

• View codes with the word "agenda" in their code name represent the "Schedule" views with time of day scale along the left-hand side.
• View codes with the word "basic" in their code name represent the "List" views without time scales in the display.