Lock a document

Answered

Lian Martin

• July 31, 2019 11:01

Is it possible with B1 to lock a document from other users editing it while someone else is in it?

We have quite a common problem (as the sales team is nosey) that when editing a document someone else goes into the same document to view it which throws up an error and losing any changes made to that document

Vote

2

• Official comment

  

  Yaremi Miranda Lopez

  • February 17, 2020 18:59

  Hello Lian,

  I'm afraid that we don't have any condition in our validation system for this case.
• 

  Vincent Vandenbroek

  • October 11, 2023 11:52

  Is there another way to work around this ?

   

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