Draft Settings Mode

The switch to enable Draft Settings Mode is located in DayBack's admin settings. Scroll down the left-hand sidebar of settings until you get to "Tools." This is also where you'll find Configuration Snapshots and Settings Migration.

How it Works - The Freedom to Customize DayBack

When draft mode is enabled, the changes you make to DayBack's settings and configuration are only saved for your session, not for your group. This means you have the freedom to work on new calendar sources, CSS, or custom actions without other users seeing your work until you're ready to publish your changes.

You can leave admin settings to test your changes in draft mode, and you'll see a green banner across the top of the calendar, reminding you draft mode is "on."

Each time you exit draft mode by turning the switch off, you'll be asked if you'd like to discard your changes, save them as a snapshot, or publish them for all the users in your DayBack group.

What Is Excluded from Draft Mode?

Draft mode does not apply to your events, appointments, or Salesforce records—any changes you make to records in draft mode are real changes.

One way to think of this is that most things done outside of DayBack settings are not included: things like statuses, status colors, resources, and bookmarks. And, of course, your events and appointments themselves.

Note that draft mode also stops changes to your "user state" from being saved: so the last view you were on, the filters you have applied, and the date currently in view are only saved for your session in draft mode. This makes it easier to Leave No Trace when logged in as another user.

Our Recommended Workflow

Here's how we recommend using draft mode alongside DayBack's other admin tools to lower the stakes when customizing your calendar.

  1. Go to Admin Settings and scroll down to Tools in the left-hand sidebar when you arrive at DayBack.
  2. Save a Configuration Snapshot of the current state before you begin your mods or troubleshooting. If multiple DayBack admins are making changes, put your name in the snapshot description.
  3. Turn Draft Settings Mode to "on" to isolate your changes from other users.
  4. Start making your changes confident that you're the only one who can see them. Remember that changes to events/appointments (to any Salesforce records) are real changes: "draft" only applies to your DayBack configuration.
  5. When you're done for the day or need to take a break, turn Draft Settings Mode off and follow the prompts to save a new snapshot of your work: you'll see "draft" in the snapshot entry in red.
  6. When you return to work on your changes, turn Draft Settings Mode back "on." Then click "restore" on your draft snapshot. Now you're right back where you left off and can continue work.
  7. When your work is done and ready to deploy, turn draft mode "off" and accept the prompt to publish your changes. Now, your other users will be able to see them. Many folks will like to make a new snapshot at this point reflecting the published state, so they can eventually delete the interstitial draft snapshots.

Note: you can enter draft mode and restore any configuration into your draft state, even if that snapshot was not created in draft mode. If you needed to revert, you'd click "Restore" beside an older snapshot and then turn draft mode "on" before restoring your snapshot-with-errors into your draft mode so you can examine it.