Lock Records

A user that has the ability to add or edit the contents of the page can perform this task.

When records are locked, the data in those records cannot be edited or imported until the record is unlocked. Refer to Unlock Records for more information.

When a record is locked, the following columns are populated and the information is viewable by hovering over the padlock symbol that replaces the pencil icon used for editing:

  • Locked By – Displays the user that has the record locked.

  • Locked On – Displays the date and time the record was locked.

  • boa Lock Type – Displays the locking level used. The locking levels prevent simultaneous editing of the data to prevent inconsistency. The locking levels are:

  • Locked via the UI - The record is being edited by another user via the page in the UI.

  • Locked via Excel Integration - The record is being edited via a downloaded record set.

    NOTE: Only records locked via the Excel integration can be unlocked via the Excel panel.

For locking to occur via the UI, the reserved columns (Locked By and Locked On) must be on the table for the page.

For locking to occur via the downloaded excel file, the reserved columns (Locked By, Locked On, and boa Lock Type) must be on the table. The page Designer adds these reserved columns to the page. Refer to the Excel Integration Developer Manual for more information.

Records remain locked until one of the following occurs:

  • The user who has the record locked uploads the spreadsheet

  • The Unlock Records icon in the Excel Integration panel is clicked

  • The time duration noted in the Record Lock Timeout field on the Parameters page has expired.

    NOTE: The Record Lock Timeout only applies to records locked via the UI.