Lock the record for editing

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Is it possible to lock a record for editing so that nobody can modify the record while it was being edited by first user?
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Posted 6 years ago

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dwhawe, Champion

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Excellent Question. The plain answer is no.

There are things you can do but nothing is foolproof.

In a situation we have, there is a list of people that need to be called and there are multiple folks in the office making the calls. It is a process of screening applicants and scheduling interviews.

We have a "Call In Progress" check-box and an applicant status field.

The folks making the calls have a dashboard with two reports in it. The top is the queue of folks needing calls and the bottom is calls in progress.

The procedure is open a record from the queue and check the Call in Progress box and immediately save the record. This removes the record from the queue.

It is certainly imperfect because it is dependent on the immediate save with the box checked AND them refreshing before selecting the next person to call.
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I have a similar record, wherein, user clicks on the button 'Assign To Me' and the code formula updates the current user field. The idea is to create a queue based approach (reports with unassigned status records) wherein multiple users work and they pull the records from queue report and assign themself for self editing. These are simultaneous activities and the other user pulling the record (clicking on button) should get message stating 'record already been assigned' and the queue should refresh back.

Scratching my brain all around, found no solution. Even adding a flag doesn't work due to multiple users working.

Kindly advise.