DayBackForFileMaker

Going Further

DayBackForFileMaker.GoingFurther History

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November 13, 2017, at 08:37 PM by 192.88.134.15 -
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-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited in Step 2.1 of [[integration | integration]]? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
to:
-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited when setting up your calendar? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
November 13, 2017, at 08:33 PM by 192.88.134.15 -
Changed line 5 from:
-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited in Step 2.1? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
to:
-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited in Step 2.1 of [[integration | integration]]? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
October 05, 2016, at 06:57 PM by Dan Wheelon - Displaying the DBk_ColorCalc in linked integrations
Added lines 26-32:

-> '''• Displaying the DBk_ColorCalc in linked integrations.''' If you've linked DayBack, utilizing the DBk_ColorCalc field to display an event's status color on FileMaker layouts outside the calendar requires a few additional steps:

--> '''1. ''' Add a "CalendarColors" table occurrence to your data file (wherever your Events table is located) based on the CalendarColors table in your DayBack file.
--> '''2.'''  Add a new layout named "Calendar Status Colors" in your data file based on this CalendarColors table occurrence.
--> '''3.'''  Copy the script "Load Calendar Color Coding" from DayBack and paste it in your data file.
--> '''4.'''  At the bottom of the "Load Calendar Settings - On Startup" script, add another Perform Script step which calls the new "Load Calendar Color Coding" script from your data file.
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-> If [PatternCount ( Get ( ApplicationVersion ) ; "Server" )]
->    Exit Script []
-> End If
to:
--> If [PatternCount ( Get ( ApplicationVersion ) ; "Server" )]
--->    Exit Script []
--> End If
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-> '''• Deleting Unused Tables.''' Finally, if you've linked DayBack file to your file (instead of embedding it) you may want to delete the tables you're not using (like our original SampleEvents table, sample contacts, etc.)
to:
-> '''• Deleting Unused Tables.''' Finally, if you've linked DayBack file to your file (instead of embedding it) you may want to delete the tables you're not using (like our original SampleEvents table, sample contacts, etc.)

-> '''• Getting Ready for PSOS.''' If you've using FileMaker Server, check that your file's start up script bails out when run on FileMaker Server. Each Perform Script on Server ([[PSOS]]) script initiated runs the start up script in any required files and that can really slow things down. Feel free to use the same routine used as the first lines of DayBack's "Upon Opening" script:

-> If [PatternCount ( Get ( ApplicationVersion ) ; "Server" )]
->    Exit Script []
-> End If
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%color=red% >> Edit the Action - View Event layout
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%color=red% >> To-Do Details and List. If you're using the To-Do list, you likely skipped mapping some fields on its detail and list layouts as well.
to:
-> '''• The "Action - View Event" Layout''' One of DayBack's example [[custom actions]] takes you to a sample event record in a FileMaker layout called "Action - View Event". If you want to make use of this layout you'll need to repoint it to the fields in your own events table much as you did with the event list.

-> '''•  To-Do Details and List.''' If you're using the To-Do list table that came with DayBack there is probably nothing to do here but may want to visit these two To-Do layouts and add or remove fields that don't apply to you
.
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%color=red% >> Event List. You may have unmapped fields here as well. Also be sure to enter layout mode and double check the summary parts on the [[Event List]].
to:
-> '''• Event List.''' If you've linked the calendar with your own file, and don't have your own list view for your events table, you may want to use the "Event List" layout in the calendar file. If so, sure to enter layout mode and repoint the fields and the sorts on the layout's summary parts. More here: [[Event List | Using the Event List Layout]].
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-> '''• Filtering the Calendar''' If you need to set up more filters or point the existing ones at your own fields, then check out our notes on [[filters]].

-> '''• General Settings.''' You'll also want to read through the script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" making changes as necessary: this lets you change a number of the calendar's default settings and is a good read as it lets you know what's already set up for you to change.

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-> '''• General Settings.''' You'll also want to read through the script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" making changes as necessary: this lets you change a number of the calendar's default settings and is a good read as it lets you know what's already set up for you to change.

-> '''• Filtering the Calendar''' If you need to set up more filters or point the existing ones at your own fields, then check out our notes on [[filters]].
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%color=red% >> Pull sample tables if you linked instead of embedding
to:
-> '''• Deleting Unused Tables.''' Finally, if you've linked DayBack file to your file (instead of embedding it) you may want to delete the tables you're not using (like our original SampleEvents table, sample contacts, etc.)
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%color=red% >> Pull other sample tables if you linked instead of embedding
to:
%color=red% >> Pull sample tables if you linked instead of embedding
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-> '''• Linking Contacts & Projects to Events''' %color=red% >> new page on contacts and projects
to:
-> '''• Linking Contacts & Projects to Events''' You may have just mapped the DBk_Unused field to the contact and project IDs you encountered during integration. If your events are linked to contacts or projects now is the time to [[LinkedContactsAndProjects | teach the calendar about those relationships]].
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-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited in Step 2.1 above? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
to:
-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited in Step 2.1? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
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-> '''• Showing Additional Fields''' %color=red% >> going back to the summary calc
to:
-> '''• Showing Additional Fields''' Remember the summary calc (DBk_EventSummaryCalc) you edited in Step 2.1 above? You'll want to go back to that field and add in any additional event fields you'd like to see in the calendar. You'll likely want to do the same with the field DBk_WebViewerSource. Tips for configuring both these fields can be found here: [[adding fields | adding fields to the calendar]].
Deleted lines 6-9:
-> '''• Filtering the Calendar''' If you need to set up more filters or point the existing ones at your own fields, then check out our notes on [[filters]].

-> '''• Linking Contacts & Projects to Events''' %color=red% >> new page on contacts and projects

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-> '''• Filtering the Calendar''' If you need to set up more filters or point the existing ones at your own fields, then check out our notes on [[filters]].

-> '''• Linking Contacts & Projects to Events''' %color=red% >> new page on contacts and projects
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%color=red% >> Pull other sample tables if you linked instead of embedding
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%color=red% >> Edit the Action - View Event layout

%color=red% >> Event List. You may have unmapped fields here as well. Also be sure to enter layout mode and double check the summary parts on the [[Event List]].

%color=red% >> To-Do Details and List. If you're using the To-Do list, you likely skipped mapping some fields on its detail and list layouts as well.
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-> '''• Showing Additional Fields''' %color=red% >> going back to the summary calc
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-> '''• Showing Additional Fields''' %color=red% >> going back to the summary calc
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Now that you've got the calendar showing your own records (congratulations!) you may want to come back and flesh out a few of the things we glossed over when setting this up.
to:
Now that you've got the calendar showing your own records (congratulations!) you'll likely want to return to a few places and do a more thorough job of mapping the calendar to your events. Here are the places we like to revisit...
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-> '''• Showing Additional Fields''' - going back to the summary calc

-> '''• Linking Contacts & Projects to Events''' - new page on contacts and projects
to:
-> '''• Showing Additional Fields''' %color=red% >> going back to the summary calc

-> '''• Linking Contacts & Projects to Events''' %color=red% >> new page on contacts and projects
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-> '''• Additional Tables (Sources).'' And don't forget you can show records from additional tables, not just the one your named Sample Events. We call each of these events tables "sources" and any table that has dates in it can be a source. Learn more by reading about [[multiple sources]].

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to:
-> '''• Additional Tables (Sources).''' And don't forget you can show records from additional tables, not just the one your named Sample Events. We call each of these events tables "sources" and any table that has dates in it can be a source. Learn more by reading about [[multiple sources]].
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Now that you've got the calendar showing your own records (congratulations!) you may want to come back and flesh out a few of the things we glossed over when setting this up.

-> '''• Color Coding.''' Click on the filters tab of the calendar and edit the statuses listed there to match the values in the field you mapped to "status" on your Source No 1 layout. This is the field we'll use for color coding. Click on the gear icon beside a status to change it's name or color. Click on the "+" icon to add new ones. Read more about colors [[event colors | here]].

-> '''• Filtering the Calendar''' If you need to set up more filters or point the existing ones at your own fields, then check out our notes on [[filters]].

-> '''• Showing Additional Fields''' - going back to the summary calc

-> '''• Linking Contacts & Projects to Events''' - new page on contacts and projects

-> '''• Resources.''' Take a look at the field you mapped to Resource and edit the Resources value list in the calendar so it matches the contents of that field: we used "location" as the resource in our video and changed the "Resources" value list in the calendar to point to an existing value list in the Meetings file. You may want to do something similar. More on [[resources]].

-> '''• Renaming Sample Events.''' If you'd like to change the name of "sample events" in the relationships tab, you can do that now, just read about this script you'll need to edit afterwards: [[renaming tables]].

-> '''• General Settings.''' You'll also want to read through the script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" making changes as necessary: this lets you change a number of the calendar's default settings and is a good read as it lets you know what's already set up for you to change.

-> '''• Additional Tables (Sources).'' And don't forget you can show records from additional tables, not just the one your named Sample Events. We call each of these events tables "sources" and any table that has dates in it can be a source. Learn more by reading about [[multiple sources]].

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