* A '''==Overview==The Record Lock''' can be enabled at {{l1}}, {{l2}} and/or {{l3}} and on will give the first person to access a record in [[TransactionEdit mode]]sexclusive access to the record so that others cannot edit it until released. However, they will not be presented with a message indicating that they have the record locked.
A '''Record Lock''' can be enabled for:* {{l1}}, {{l2}} and/or {{l3}} and on [[Transaction]]s<br />* Contacts and Organizations ==Enabling a Record Lock for L1, L2, L3 and Transactions==A '''Record Lock''' can be enabled for {{l1}}, {{l2}}, {{l3}} and on [[Transaction]]s. * On the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]], select "'''Enable Record Lock" ''' for each level that needs this feature.
[[Image:EnableRecordLock.png|link=|600px]]
* The ==Enabling a Record Lock for Contacts and Organizations==A '''Record Lock will give ''' can be enabled for Contacts and Organizations. * On the first person to access a record in Configuration Menu, select '''[[Edit modeGlobal Settings]] exclusive access '''.<br /> * Under the '''Organizations & Users''' tab, add a check mark to '''Enable Record Lock''' feature. ==Record Lock in Action== Other users trying to edit the record will be prevented from doing so that others cannot edit it until released. However, they and will not be presented with a an appropriate message indicating that they have displayed prominently on the record locked.screen:
:[[Image:Locked.png]]<br />
* Other users trying to edit the record will be prevented from doing so, and will be presented with an appropriate message displayed prominently on the screen:
:[[Image:Locked.png]]
{{GUA}}s can override the record lock:
:[[Image:LockedUndo.png]]<br />
* {{GUA}}s can override the record lock::[[Image:LockedUndo.png]]::'''Note:''' When a {{GUA}} clicks the '''Undo Check Out''' button, and confirms that they wish to override the record lock the record will '''not''' automatically switch to Edit mode. It removes the record lock so that the next [[User|user]] (or {{GUA}}) that accesses the record will be able to lock it when they enter Edit mode.<br />
* If a {{GUA}} has overridden the lock, when the user who originally had locked the record tries to save they will be notified::[[Image:OverrideMsg.png]]<br />
==Troubleshooting==
* Occasionally a record can remain locked when it is no longer being edited (i.e. if the user's [[Browser|browser]] crashes or Internet connection fails while editing a record). The record can be unlocked:::* By a {{GUA}} using the '''Undo Check Out''' button on the relevant record. ::* The [[User|user]] that locked the record can unlock it by editing it and then navigating away from the record.::* The record will be released as soon as the [[user]] that locked it logs out of [[SmartSimple]], either by clicking '''Logout''', or if [[Enable Logout|Automatic Logout]] is enabled, by navigating away from [[SmartSimple]] or closing their browser.
==Reporting==
* The Record Lock history of records can be obtained via [[Reporting]].
The '''UTA Record Lock''' [[recordset]] can be joined to the {{l1}}, {{l2}} or {{l3}} record table.
