S M A R T E S
  • Tyson Andrews
  • December 20, 2023

Unlocking Efficiency with Smartes’ Record Locking

In the dynamic world of data management, maintaining the integrity and consistency of records is a pivotal challenge, especially in collaborative environments. Smartes’ solution emerges as a game-changer, elegantly addressing the complexities of simultaneous record editing. This innovation not only safeguards data from conflicting updates but also enhances team collaboration by seamlessly managing access to records. Discover how to seamlessly implement Smartes’ feature, ensuring data integrity and enhancing team productivity.

Initial Setup: Preparing the Scripts

Begin by accessing Customization > Scripting > Scripts in NetSuite. Look for scripts with the prefix ‘EAG’, focusing on EAG Record Lock Suitelet, User Event, and Client Scripts. These scripts are crucial for activating record locking on desired records.

Deploying Scripts: Activation for Each Record

For each record type, deploy the User Event and Client scripts for every record you want the solution to apply to. This step is essential to ensure the record locking feature functions correctly across all desired records.

Suitelet Setup: Configuring Lock Duration

In the Suitelet, set up as illustrated in your documentation. Customize the Lock Duration, ranging from a minimum of 5 minutes to a maximum of 20 minutes. A timer will display the remaining lock duration to the user.

Continuous Lock Control

When a user begins to edit the record, it is locked for the entire duration the user is editing the record as continuous edits to a record will refresh the lock timer and prevent outside edits. However, if the user is inactive the lock timer will decrease from the amount of time set in the script. This feature maintains a balance between record accessibility and data security.