Pop-up Message when Multiple Users Open e-Form

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    AgilePoint NX Support

    Hi Kayleen,

    Unfortunately, we don't have any OOTB feature which supports your use case. Currently, we have it only when submitting the form user will be challenged to "reload the page and submit again" if anything specific to AgilePoint schema got updated, else user will be allowed to submit the form.

    Thanks

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    Loren Bratzler

    Kayleen,

    I spent a good deal of time myself trying to come up with a way to warn users if someone else already has a form open but was never able to do it.

    The challenge with this is the fact that the data behind the form (in the process schema) does not get updated until the user submits the form.  So if two users open a form at the same time and make changes to fields, who ever submits first will have their changes updated to the schema.  Then when the second user tries to submit, the system will recognize that the schema data has changed since the form was loaded and pop-up the "reload" message.

    Also keep in mind that it doesn't even have to be the same form.  You could have two different forms that share a common field.  If that common field is updated while another form is open that uses it, that second form will then get the "reload" message when the user tries to submit.

     

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