Clone Settings from a Parent Account

Introduction

Each DayBack for FileMaker group contains a variety of settings that determine which tables in your FileMaker solution will be displayed as calendars. These settings include field mapping, CSS, and custom button and event actions. If you're unfamiliar with what a DayBack "group" is, think of it as a company account—learn more about it here.

If you're distributing DayBack as part of a Vertical Market solution or template, you likely don't want to manually recreate these settings for each of your customer's DayBack groups. With the feature described below, you can configure your FileMaker file so that any groups created in that file automatically inherit their settings from your parent group. This ensures that the field mapping and other settings in the file are ready to go as soon as someone starts a DayBack trial in your file.

Adding This to Your File

Before making any changes to your FileMaker file, ensure you have a current backup in case you need to revert. The following changes should be made specifically in the files you plan to distribute to each customer site. These changes need to be implemented before the first admin account is created for a group or client site.

  1. Copy the Group Token from Your Parent Group:
  • Sign in to DayBack with the admin account that has the settings you want to clone.
  • Navigate to the settings tab, then go to “Administrator Settings.”
  • Click on “Me: <account name>” and copy the “Group Token.” Save this token temporarily for later use.
  1. Modify the Web Viewer URL:
  • Open the DayBack file and navigate to the “DayBack” layout.
  • Enter layout mode and double-click on the web viewer object to edit it.
  • Locate the line in the let statement that starts with url = host & baseParameters .

  • Add the following after baseParameters :

    & "&settingsToken=<TheGroupToken>"

  • Replace <TheGroupToken> (including the brackets) with the actual group token you copied in step 1.
  1. Save the Changes:
  • Click “OK” twice to confirm your changes.
  • Enter browse mode and save the layout changes.

That’s it! The file is now ready for distribution. When a user creates the first admin account using this file, it will automatically copy all settings and configurations from the account associated with the group token you provided.

Additional Changes to Consider

DayBack's FileMaker file includes two scripts designed to update the calendar's sample data to the current date. These scripts, named "Shift Dates in Sample Data..." are triggered whenever a new account is created in DayBack.

If you're allowing customers to create new group accounts within your file—such as in a vertical market scenario—you may want to prevent these scripts from running. To do this, you can add an "Exit Script" line at the beginning of each script.

This adjustment helps avoid unnecessary date shifts in your sample data when new group accounts are set up.

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