{"id":8309,"date":"2014-07-29T08:27:46","date_gmt":"2014-07-29T08:27:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8309"},"modified":"2014-07-29T08:27:46","modified_gmt":"2014-07-29T08:27:46","slug":"allow-multiple-users-to-edit-same-record","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/","title":{"rendered":"Allow Multiple Users to Edit Same Record"},"content":{"rendered":"<p>Sage CRM keeps a track of each and every record that is being edited by a user. Due to this behavior, Sage CRM shows the below warning message when editing a custom entity record designed using ASP pages.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/07\/Lock1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-8310\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/07\/Lock1.jpg\" alt=\"Lock1\" width=\"626\" height=\"153\" \/><\/a><br \/>\nSage CRM gives above message when one or more users are editing the same record. Its effect on the Sage CRM customizations is discussed in the below post.<br \/>\n<a href=\"https:\/\/community.sagecrm.com\/partner_community\/b\/hints_tips_and_tricks\/archive\/2009\/11\/02\/gotchya-when-using-ajax-in-crm-customisations.aspx\" target=\"_blank\" rel=\"noopener\">https:\/\/community.sagecrm.com\/partner_community\/b\/hints_tips_and_tricks\/archive\/2009\/11\/02\/gotchya-when-using-ajax-in-crm-customisations.aspx<br \/>\n<\/a><\/p>\n<p style=\"text-align: center;\"><strong><em><span style=\"color: #993300;\">Our new GUMU Integration Solution:<br \/>\n<\/span><\/em><a href=\"http:\/\/bit.ly\/1tZZ4Ka\" target=\"_blank\" rel=\"noopener\">GUMU for Sage CRM \u2013 Sage ERP X3 Integration<\/a><\/strong>\u00a0~ realtime, bi-directional, multi-folder<\/p>\n<p>With little tweak into your custom ASP page, you can allow more than 1 user to edit the same record at the same time.<br \/>\nConsider you have a custom ASP page that has below lines of code.<br \/>\nvar r=CRM.FindRecord (&#8216;project&#8217;,&#8217;proj_projectid=30&#8242;);<br \/>\nProjectBlock = CRM.GetBlock (&#8216;ProjectBoxLong&#8217;);<br \/>\nCRM.AddContent(ProjectBlock.Execute(r));<br \/>\nResponse.Write(CRM.GetPage());<br \/>\n<strong><span style=\"color: #993300;\">\u2013 Please ensure proper backups are taken before executing the following solutions \u2013<\/span><\/strong><br \/>\nYou need to modify the page to include CheckLocks property as highlighted below.<br \/>\nvar r=CRM.FindRecord(&#8216;project&#8217;,&#8217;proj_projectid=30&#8242;);<br \/>\nProjectBlock = CRM.GetBlock (&#8216;ProjectBoxLong&#8217;);<br \/>\n<span style=\"color: #993300;\">ProjectBlock.CheckLocks = false;<\/span><br \/>\nCRM.AddContent(ProjectBlock.Execute(r));<br \/>\nResponse.Write(CRM.GetPage());<br \/>\nWhen multiple users edit, one who saves later will see his changes however previous users data will be overwritten and alterations will be maintained in the Audit Trail (Tracking) tab of an entity. This feature is generally not advised for large user base due to instances of slow down or dead lock if there are many users accessing the same record at a time. Please consult your System Administrator\/Sage Partner before doing this.<br \/>\n<strong><em><span style=\"color: #993300;\">Also Read:<\/span><br \/>\n<\/em><\/strong>1) <a title=\"Execution of container blocks in COM API\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/10\/19\/execution-of-container-blocks-in-com-api\/\" target=\"_blank\">Execution of container blocks in COM API<br \/>\n<\/a>2) <a title=\"Adding multiple Screen blocks on the same page based on different conditions in COM API\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/12\/26\/adding-multiple-screen-blocks-on-the-same-page-based-on-different-conditions-in-com-api\/\" target=\"_blank\">Adding multiple Screen blocks on the same page based on different conditions in COM API<br \/>\n<\/a>3) <a title=\"Generating a Simple Pie chart in Sage CRM using COM API\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/11\/14\/generating-a-simple-pie-chart-in-sage-crm-using-com-api\/\" target=\"_blank\">Generating a Simple Pie chart in Sage CRM using COM API<br \/>\n<\/a>4) <a title=\"Adding Document Filing and Mail Merge functionality to Custom Entities\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/31\/adding-document-filing-and-mail-merge-functionality-to-custom-entities\/\" target=\"_blank\">Adding Document Filing and Mail Merge functionality to Custom Entities<br \/>\n<\/a>5) <a title=\"Showing information messages using Content block\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/05\/14\/showing-information-messages-using-content-block\/\" target=\"_blank\">Showing information messages using Content block<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM keeps a track of each and every record that is being edited by a user. Due to this behavior, Sage CRM shows the below warning message when editing a custom entity record designed using ASP pages. Sage CRM gives above message when one or more users are editing the same record. Its effect\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[56,332,417],"tags":[672,833,2010,2030,2031,2033,2543],"class_list":["post-8309","post","type-post","status-publish","format-standard","hentry","category-checklocks","category-sage-crm","category-user","tag-checklocks","tag-crm7-0","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-users"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Allow Multiple Users to Edit Same Record - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Allow Multiple Users to Edit Same Record - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM keeps a track of each and every record that is being edited by a user. 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Its effect\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-07-29T08:27:46+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/07\/Lock1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/\",\"name\":\"Allow Multiple Users to Edit Same Record - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/07\/Lock1.jpg\",\"datePublished\":\"2014-07-29T08:27:46+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/07\/Lock1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/07\/Lock1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/allow-multiple-users-to-edit-same-record\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Allow Multiple Users to Edit Same Record\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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