I have a use case where employees create a record that their manager then approves. So far I've blocked the employee from editing the record but I need to allow them to edit, rather than create another new record. This is easy enough to do, but now I have the scenario where both the employee and the manager may edit the record at the same time, and if this could lead to a manager approving something they've not actually seen.
I've looked at the 'lock record when in use' example suggested by Chad - and thought I could use the autosubmit to change my workflow field so it can't be edited if the manager doesn't have the record open. However, because both of the employees datapage and the managers datapage has a redirection, to do this workflow, I think I need to create a separate page first that changes the workflow (which will remove the record from the view) and lock the record whilst its being edited. Does this sound like the best workflow? Does anyone have better options/ alternatives?
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Jodie
Hi
I have a use case where employees create a record that their manager then approves. So far I've blocked the employee from editing the record but I need to allow them to edit, rather than create another new record. This is easy enough to do, but now I have the scenario where both the employee and the manager may edit the record at the same time, and if this could lead to a manager approving something they've not actually seen.
I've looked at the 'lock record when in use' example suggested by Chad - and thought I could use the autosubmit to change my workflow field so it can't be edited if the manager doesn't have the record open. However, because both of the employees datapage and the managers datapage has a redirection, to do this workflow, I think I need to create a separate page first that changes the workflow (which will remove the record from the view) and lock the record whilst its being edited. Does this sound like the best workflow? Does anyone have better options/ alternatives?
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