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Discard User Checkout
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02.04.2024
10:54
Pasquale Ruddies

Is there any way to influence the user checkout behaviour (i.e. force discard after x ammount of time) when users are only saving an instance but not ending the edit mode of the form.
I currently have the issue that there are several users who are behaving like this and we aren't able to convince them to either close their browser window/tab or at least click "Cancel editing" after they have saved their progress.
I know there would be the potential risk that data is lost if i force the discarding of the checkout but this wouldn't be an issue in my opinion since this would only reinforce the saving of progress for the users.

Has any of you either done this in the past or has an idea who something like this would be possible?

Cheers
Pasquale

edit: I'm using 2022.1.4.155

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16.04.2024
16:55
MVP
Raluca-Mirabela Lupu

Hi,
I hadn't realized that.
I think you can set the edit mode option on the main form with default view.
You can replace the save button with a path.
You can hide the save button and create a path to the same step.
If the edit mode at the step is default view, it will no longer remain in edit mode.
Do you need to write or move that instance?
How does it affect you that they remain in edit mode?
Are there multiple people assigned at that step?

Thanks,
Raluca

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