Filters

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To do this (to map a filter to more than one field) separate the mapped fields with carriage returns like we've done in our sample integration for filters 1 and 2. (Note that you can only map a filter to one field from each table.)

Filters are available on the Filters tab in the left hand status area. The main filters are "Statuses" though you can call them something else and change their contents easily (more on that [[Event Colors | here]]), and "Text" which is described here: [[Filter options | text filters).

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Filters are available on the Filters tab in the left hand status area. The main filters are "Statuses" though you can call them something else and change their contents easily (more on that [[Event Colors | here]]).

In addition to these status colors, DayBack ships with 3 "advanced" filters: title, project, status, and resource. To see how these works, click on Advanced Filters at the bottom of the filters tab in the calendar side bar.

If you have large numbers of resources, the simple checkboxes used by default may not work for you. You'll find tips for modifying this to accommodate more resources, and resource categories, here: [[resources]].

The title filter works the same way: type in "Call" and you'll see all the events where a work in the Summary begins with "Call". These filters work very much like the "constrain found set" find request you're already familiar with in FileMaker except that these filters are case sensitive, so "Some" will find the event "Someone is coming over" but not "Get me some help."

Toward the end of the configuration script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" you'll see a comment called "Pre-Filter the calendar if necessary". The next lines set the four default filters that come with our calendar. The lines are currently disabled: enable any pair of them if you have FileMaker Advanced, or recreate the pair of lines you need if you don't.

The first line (the Set Field) in each pair sets the value to be filtered ("Something" in our example), and the second line (the Set Variable) passes that filter into the calendar engine. Both lines in the pair need to be enabled, but you only need to edit the value in the first line of the pair ("Something" in our example).

-> '''5.''' Still editing the Filters tab of the Calendar layout, duplicate the "clear", "include", and "omit" buttons, placing them next to your new filter and change the script's script parameters for each of these buttons to use the "number" of the field ("5" in our example). Edit the conditional formatting for each of these to use the new filter number ("5" in our example). If you're not sure how to edit those "include / omit" switches, you can learn how [[Fancy Switches | here]].

-> '''3.''' Enter layout mode and navigate to the Filters tab of the calendar layout.

!! How can I filter the calendar?

!! Filtering on different fields & different sources

%color=red% >> here

If you're using [[multiple sources]] you can map the same filter to a different field in each of your source tables. For example, our "title" filter may be mapped to the Summary field in your events table (that is, it searched for an event summary containing the text entered in the title filter) and mapped to the Procedure field in your surgeries table.

-> '''4.''' Duplicate (copy and paste) one of the existing filter fields (don't use the resource filter, it's special) on the layout and then switch this field to be FilterGlob_5. Format this field to use the value list you created in 2 above; format it as checkboxes if you'd like to support multiple selections.

-> '''5.''' These filter fields have script triggers on them: you can leave the trigger alone if you've copied one of the existing fields.

-> '''6.''' Still editing the Filters tab of the Calendar layout, duplicate the "clear", "include", and "omit" buttons, placing them next to your new filter and change the script's script parameters for each of these buttons to use the "number" of the field ("5" in our example). Edit the conditional formatting for each of these to use the new filter number ("5" in our example). If you're not sure how to edit those "include / omit" switches, you can learn how [[Fancy Switches | here]].

-> '''7.''' Finally, edit the script "Load Calendar Settings - On Startup..." and find the comment "Maps filters to fields". Create a new SetVariable line for your new filter ($$sc_FilterField5 in our example) and, using your new field for the GetFieldName ( SampleEvents::StaffName) in our example.

-> '''9.''' Edit the script "Build Filters ( Source No )" under the comment '''#Short circuit if no filters are filled in''' so the '''If''' calculation contains any new filters you've added.

-> '''10.''' Enter browse mode and run the Upon Opening script again. That's it!

The first line (the Set Field) in each pair sets the value to be filtered ("Something" in our example), and the second line (the Set Variable) passes that filter into the calendar engine. Both lines in the pair need to be enabled, but you only need to edit the value in the first line of the pair ("Something" in our example).

In addition to these status colors, DayBack ships with 3 "advanced" filters: title, project, status, and resource. To see how these works, click on Advanced Filters at the bottom of the filters tab in the calendar side bar.

SeedCode Calendar ships with four filters in place already: title, project, status, and resource. To see how this works, select an item in the status filter and you'll see the calendar change to show just the items of that status. Note that you can select more than one status in the filter.

Now click "Omit" beside the filter and you'll see everything ''except'' events of the status you've selected.

Filters are available on the Filters tab in the left hand status area. SeedCode Calendar ships with four filters in place already: title, project, status, and resource. To see how this works, select an item in the status filter and you'll see the calendar change to show just the items of that status. Note that you can select more than one status in the filter.

Filters operate like a find request, letting you see just a subset of the events in the calendar: that may be "your events", or events for a particular department, or those for a single customer. You can use the filters that come with the calendar, repurpose those, or create your own following the instructions below.

Filters operate like a find request, letting you see just a subset of the events in the calendar.