How to detect and prevent concurrent case editing (same user, multiple browser windows)
Question:
Is there any OOTB (out-of-the-box) mechanism in Pega to detect whether a case is currently locked or being edited by a user?
※ We found that the Case Type setting “Allow one user” (single user lock) does not prevent concurrent editing when the same operator opens the same case multiple times, so it has no effect in this scenario.
Background:
We have the following requirement:
Clicking a link in an email → After login, open the task screen directly without going through the portal or dashboard view.
Current Implementation:
The above requirement itself has been achieved using the method described in the following article:
https://support.pega.com/support-doc/generating-url-access-case-sdr-81
Issue:
-
When the same user clicks the case link in the email multiple times, the same case can be opened in multiple windows simultaneously, and each window allows editing.
-
The last submitted change overwrites the previous one (last-submit-wins behavior).
Goal / Expected Behavior:
We would like to detect when the same case is being edited in multiple windows by the same user, and in such cases:
-
Disable editing in the second and subsequent windows, or
Question:
Is there any OOTB (out-of-the-box) mechanism in Pega to detect whether a case is currently locked or being edited by a user?
※ We found that the Case Type setting “Allow one user” (single user lock) does not prevent concurrent editing when the same operator opens the same case multiple times, so it has no effect in this scenario.
Background:
We have the following requirement:
Clicking a link in an email → After login, open the task screen directly without going through the portal or dashboard view.
Current Implementation:
The above requirement itself has been achieved using the method described in the following article:
https://support.pega.com/support-doc/generating-url-access-case-sdr-81
Issue:
-
When the same user clicks the case link in the email multiple times, the same case can be opened in multiple windows simultaneously, and each window allows editing.
-
The last submitted change overwrites the previous one (last-submit-wins behavior).
Goal / Expected Behavior:
We would like to detect when the same case is being edited in multiple windows by the same user, and in such cases:
-
Disable editing in the second and subsequent windows, or
-
Display a warning message and prevent submission.