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FatimaKhan's avatar
FatimaKhan
Qrew Trainee
11 hours ago

Prevent multiple user edits

Hello,

How can i prevent a user from editing a record that another user has open in edit mode.

3 Replies

  • I should also mention that Quickbase does have built-in conflict resolution so that if user 1 opens a record in edit mode and then user 2 goes into edit mode and then saves, when user one goes to save, it will warn the user of the conflicts and step the user through field by field of the conflicting values.

    You can test this yourself by going into edit mode on two different tabs and watch the conflict resolution process.  

    • FatimaKhan's avatar
      FatimaKhan
      Qrew Trainee

      Thank you, the issue that I'm having is the employees are making outbound calls and I don't want them to call the same person. I will try your solution and let you know if it works.

  • I have dealt with this situation with a client where there is a team which handles in incoming tickets. Once one Team Member starts to work on a ticket, of course they don't want another Team Member it in inadvertently waiting into the same Ticket.

    So one solution is to have the users work off a report which does not expose the usual view and edit icons. Instead, I provide a button to view and a button to edit. The button to view includes updating a DateTime field to the current time, which allows me to colour code the report to indicate someone has looked at that record recently.  New

    But then for the edit button, we can have a Custom Permission rule that if someone else has say started to edit the record within the last 15 minutes, then only that user can edit.

    Feel free to post back if you need help making a formula URL button that will update a date time field and then going to edit mode.

     

    And looking back, how I I did it for this client. I see that I did a trial. Log record underneath the ticket so that I knew which users had viewed records, and which users had gone into added mode on records. That way users could see who has been working on the tickets lately. 

     

    var text LogEdit = URLRoot() & "db/" & [_DBID_RECENT_TICKET_VIEW_EDIT___LOGS] & "?act=API_AddRecord"
    & "&_fid_7=" & [Record ID#]
    & "&_fid_6=Edit";

    var text Edit = URLRoot() & "db/" & Dbid() & "?a=er&rid=" & [Record ID#];

    $LogEdit
    & "&rdr=" & URLEncode($Edit)