We have a number of complex workflows available to users through related actions on records. These workflows have many SAIL forms for editing data in a wizard format but we do not persist the data until the users complete the wizard and click save. However, at any point in the flow, users have the ability to exit the workflow by clicking the record view tabs at the top.
How can we disable these record links? I know I could capture who is in the workflow, lock the record in that user's name, and then set visibility on most of the record view links (not related actions) so they wont see anything if they are editing it, but this also doesn't show the links again for them if they did exit and need to go back and edit the record.
Is there not an OOTB way of having the record related action removing the record view buttons for the user int he session they are working the related action?
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Is there any particular reason you don't just let the users re-open tasks they exit via their task list?
The amount of persistent tasks in the system would kill the available memory. We are killing these quick tasks after a bit and closing the processes.
Jacob Edelman said:The amount of persistent tasks in the system would kill the available memory.
Unless the number of tasks you anticipate is in the tens or hundreds of thousands, I don't believe this should be a worry.
There are that many edits of records on a weekly basis.