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How to refresh info in Task or load Task with latest info?

anushas0002

Scenario: 

A record type with update button configured. User can updated details on a record, before even taking action on the task assigned to them. How to make sure the Task loads with latest info that they updated outside the task with update button on record type?

1. Is it possible to refresh task? Task interface is a load interface with multiple sections and have not used "with" anywhere in it. 

2. Is it possible to disable the update button in a record type, if a task is assigned to same team for same record?

Preferred solution is question 1. Please advise.

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    If data is coming from DB, then you can use fetch data in load section of the SAIL, and use that local variable within the SAIL form to display data. Every time user launches the task (even if user leaves the task, clicks somewhere else and then opens the same task from task list), load gets executed - so that ensures you have the latest data shown to user which may be modified from outside of the current process.

    Alternately, when user submits the record, you can check if the data was modified after user opened the task - if so, you can redirect user to the same interface with an error - saying data is stale etc.
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  • 0
    If data is coming from DB, then you can use fetch data in load section of the SAIL, and use that local variable within the SAIL form to display data. Every time user launches the task (even if user leaves the task, clicks somewhere else and then opens the same task from task list), load gets executed - so that ensures you have the latest data shown to user which may be modified from outside of the current process.

    Alternately, when user submits the record, you can check if the data was modified after user opened the task - if so, you can redirect user to the same interface with an error - saying data is stale etc.
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