Manage Concurrency in Forms

With Bizview v24.1 comes better concurrency management in Forms. Prior to this release, multiple users couldn't act on the same Form at the same time without causing a discrepancy in the data. For example, if user A enters and saves their changes to the Form, but user B overwrites their changes at the same time, the Form would only show user B's changes and user A would lose their data. Now, if the Form has been configured for it, the Home toolbar in Forms includes a 'Lock Input' feature that allows you to disable other users from making edits so that you are the only person who has the ability to update the data, while others can simply view it in Read-only mode.

After selecting Lock Input, any other subsequent user that is trying to edit the Form will receive a message, like below:

Note: Opening a locked Form through the Workspace module opens a read-only version.

Hovering over the locked icon in the Form header displays a tooltip that details which user locked the Form, as well as the date and time it was locked, as shown below:

Once you save your changes, release the Form for edits by other users by selecting Close.

For more information, see Input Form Ribbon.

To enable this enhancement, Input Templates now include an "Enable Input Lock" column that allows System Administrators (BV30 role) to enable the Lock Input feature on individual templates, as shown below:

By default, the check box is unselected and the Lock Input button is hidden. Upon selecting the Enable Input Lock check box and saving, the Input Lock feature displays in that particular Form, as shown below:

For reference, below is an example of a Form that does not have the Enable Input Lock check box selected:

Additionally, a Locked Record page allows System Administrators to access an overview of all templates that are locked for input by users. This page is accessible via Settings at both the Application and Client level and includes the following details:

• Client

• Locked Template

• Pane Values

• Locked By

• Locked On

Administrators can also unlock forms from this page by selecting the unlock icon.

Once unlocked, hovering over the unlock icon exposes a tooltip that displays the unlock time details, as shown below:

Users are then notified that the Form was released:

For more information, see Application Other and Client Other.