Mapping the Resource Field

What is a resource?

Resource scheduling is one of the real strengths of DayBack calendar and I'd encourage you to check out some of the resource scheduling views here:  Resource Scheduling

A "resource" is anything in your org that can get over scheduled: a room, a person, a team, or even a business process. The resource views give you a dedicated row or column for each resource so that you can easily see which are overscheduled, which have gaps, and drag events from one resource to another.

The rest of this article describes which kinds of fields you can use for resources.

Owner.Name - the default for Events and Tasks

By default, DayBack will map resource to the Owner.Name field in your Event and Task objects. This works great for many applications since Salesforce doesn't permit multiple values for "owner", you can't have multiple values here, and you can't leave the owner blank (or drag and event to the "none" column in DayBack).

Since you can't have multiple values in an owner, you can approximate this by control-dragging or option-dragging an event or task to a new resource to create a copy of the event.

Supporting multiple values - text fields and multi-selection picklists

You can map the resource field to a long text field or to a multiple-selection picklist in order to allow  multiple resources for the same event.

Lookups and Related Records

DayBack can't use a lookup as the resource field, but you can use a trigger to get the same effect. You'd set up a new text field for the resource name and then map to that in DayBack. Next, create a trigger to look up the Id for the related record and assign that to the look-up key in your record. You'd then add a workflow rule to the key, so if it's changed outside of DayBack, the new text field also gets set up accordingly.
Here's a blog post we did that has some examples of doing this. We set the trigger to (beforeinsert, beforeupdate) and branched accordingly:  https://dayback.com/integrating-dayback-taskfeed-salesforce/

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