Draft Settings Mode

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Draft Mode - The Freedom to Customize DayBack Safely

Enabling Draft Mode

To enable Draft Settings Mode, go to DayBack's admin settings. Scroll down the left-hand sidebar until you reach "Tools." This section also includes Configuration Snapshots and Settings Migration.

How it Works

When Draft Settings Mode is enabled, any changes you make to DayBack's settings and configuration are saved only for your session, not for your group. This allows you to experiment with new calendar sources, CSS, or custom actions without other users seeing your changes until you're ready to publish them.

Testing Changes

To test your changes, simply leave your admin settings and return the calendar. A green banner across the top of the calendar will remind you that draft mode is "on", allowing you to safely test the impact of your changes.

Each time you exit draft mode by turning the switch off, you will be prompted to either:

  1. Discard your changes,
  2. Save them as a snapshot, or
  3. Publish them for all users in your DayBack group.

What Changes Can I Safely Make in Draft Mode?

Changing Event Records Changes Real Data

  • Draft mode does not prevent changes to your events, appointments, or Salesforce records—any changes you make to records while draft mode is enabled are real changes.
  • Changes you make to your list of statuses, status details, status color, resources list, and bookmarks are also real changes.

Draft Settings Mode applies to the following:

  • Calendar definitions and field mapping
  • Administrative Settings
  • CSS
  • App actions, Event Actions, Button Actions
  • Your User State

Draft Mode prevents changes to your "user state" from being saved. This includes the last view you were on, the filters you have applied, and the date currently in view, ensuring you 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.

Steps to Safely Customize Your Calendar

  1. Access Admin Settings:
    • Go to Admin Settings and scroll down to Tools in the left-hand sidebar.
  2. Save a Configuration Snapshot:
    • Save a snapshot of the current state before beginning any modifications or troubleshooting. If multiple individuals are making changes, we recommend include your name in the snapshot description.
  3. Enable Draft Settings Mode:
    • Turn Draft Settings Mode to "on" to ensure your changes are isolated from other users.
  4. Make Your Changes:
    • Start making your changes confidently, knowing only you can see them. Remember, changes to events/appointments (or any Salesforce records) are real; "draft" only applies to your DayBack configuration.
  5. Take a Break:
    • When you're done for the day or need to pause, 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. Resume Work:
    • When you return to your changes, turn Draft Settings Mode back "on" and click "restore" on your draft snapshot. This puts you right back where you left off to continue your work.
    • IMPORTANT: Restoring a snapshot without Draft Mode enabled will apply that snapshot to your production configuration and will impact all users.
  7. Deploy Your Changes:
    • Once your work is ready to be deployed, turn Draft Settings Mode "off" and accept the prompt to publish your changes. Your modifications will now be visible to other users. It's a good practice to make a new snapshot at this point to reflect the published state, allowing you to delete any intermediate draft snapshots.

Additional Tips

  • Restoring Configurations:
    • 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 need to revert, click "Restore" beside an older snapshot, then turn draft mode "on" before restoring your snapshot-with-errors into draft mode to examine and fix it.

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