| Enable Record Locking
|
Enables Record Locking
|
| Unlock Records when User session ends
(Recommended)
|
Automatically unlocks all of a User's records
when the User logs out of a session. If cleared, the record remains locked
until the record is saved (if configured), until the lock expires (if
configured), or until the record is manually unlocked.
|
| Update Lock Status and Notify of Any Changes,
When Possible
|
Automatically shows status and change notifications (example:
Reload and Merge) to the lock holder and any other User who might be viewing a
locked record. If not selected, Users are notified only if they attempt to edit
a record.
Note:
Automatic notifications are not available in the Browser
Client.
|
| Configure OOTB Record Locking settings for all
Major Business Objects
|
These OOTB settings can be overridden on a per Business Object
basis by
configuring
Record Locking settings for a Business Object.
Default Lock Type: Select one lock type.
- None:
Does
not
enforce or inform record locking even though it is
enabled for the system.
Tip: Use this option to enable
record locking for the system but not use it for most Business Objects, then
enable/configure Record Locking settings on a per Business Object basis.
- Enforced: Prevents Users from
editing a record when it is locked by another User (the lock holder).
- Informational: Warns Users when
a record is currently locked by another User so that Users do not attempt to
edit the same record. If two Users do edit the same record,
CSM gives Users the option to merge the edits.
|
| Default Lock Type
|
- None:
Does
not
enforce or inform record locking even though it is
enabled for the system.
Tip: Use this option to enable
record locking for the system but not use it for most Business Objects, then
enable/configure Record Locking settings on a per Business Object basis.
- Enforced:
Prevents Users from editing a record when it is locked by
another User (the lock holder).
- Informational: Warns Users when
a record is currently locked by another User so that Users do not attempt to
edit the same record. If two Users do edit the same record,
CSM gives Users the option to merge the edits.
|
| Lock Record Upon Editing
|
Automatically locks the record when a User
attempts to edit the record. If cleared, Users must manually lock records.
|
| Unlock Record Upon Saving
|
Automatically unlocks the record when a User
saves the record. If cleared, the record remains locked until the User ends his
session (if configured), until the lock expires (if configured), or until the
record is manually unlocked.
|
| Lock Expires After
|
Enables lock expiration and specifying the
time limit in minutes (example: 30).
If cleared, the record remains locked until the User ends his session (if
configured), until the record is saved (if configured), or until the record is
manually unlocked.
|
| Minutes Before Lock Expiration to Notify Users
|
Notifies Users of impending expiration and
allow renewal before expiration. Users can specify the
number of minutes
before expiration to notify Users (example: 3 minutes).
|
| Maximum Number of Records a User Can Have
Locked at One Time (Per Business Object Type)
|
Specify the
maximum number of records a User can
have locked at one time, per Business Object (example: Each User can lock only
ten Incidents at a time).
|
| Customer Portal Settings
|
Portal Participates in Record Locking (applicable only for
enforced locking): Allows Customers working in the Portal to lock records and
see locks on records.
Note: When a Customer attempts to
edit a record, the record is automatically locked; and, when the Customer saves
the record, the record is automatically unlocked. This prevents Users from
editing records at the same time as Customers. However, the Customer does not
see messages about locks unless they attempt to edit a record that is locked by
another User or Customer.
Note: If the Portal does not
participate in record locking (or record locks are Informational), the Customer
is able to edit records even if a User has the record locked. The User is given
the option to merge the Customer’s edits.
|
