Locking

In a collaborative environment, many editors may be working simultaneously on the same item, which opens the possibility of one editor overwriting the edits of another editor. To prevent conflicting edits, Brightspot locks content in one of two ways:

  • Content locking locks content at the item level. When the first editor (locking editor) opens an item in the content edit form, all fields are locked to any other editors until the item is released by the locking editor.

  • Field-level locking locks only the fields modified by an editor, allowing other editors to modify other fields in the content edit form. The editor who locks a field first is the locking editor, preventing other editors from accessing the field. For example:

    Action Result
    Andy is modifying the headline Headline field is locked to Alice and Arthur
    Alice is modifying the image Image field is locked to Andy and Arthur
    Arthur is modifying tags Tags field is locked to Andy and Alice

See also:

Content locking

Content locking locks content at the item level. The message area indicates that the item is locked and by whom. When an item is locked, only the locking editor can change the item. If another editor belongs to a role with permission to unlock a locked item, then the lock message includes an option to remove the lock.

../../../_images/content-lock-no-unlock.png

Lock message

../../../_images/content-lock.png

Lock message with option to unlock

Brightspot allows editors to remove another editor’s content lock after a period of inactivity. For details about configuring the duration of inactivity, see the table Global settings–Main tab.

See also:

Enabling content or field locking

To enable content or field-level locking:

  1. From the Navigation menu, select Admin > Sites & Settings.

  2. In the Sites & Settings widget, click Global. The Edit Global widget appears.

  3. In Main, under UI, scroll to Content Locking.

  4. Toggle on to enable Content locking, or toggle off to enable Field-level locking.

    ../../../_images/content-lock-enabled.png

    Content locking enabled

    ../../../_images/field-lock-enabled.png

    Field-level locking enabled

  5. Click Save.

Unlocking a locked item

Editors belonging to a role with the Content Unlock permission can unlock a locked item. (For information about setting this permission at the role level, see Editing roles and Limiting access to locking).

To unlock a locked item:

  1. In the lock message (see Lock message with option to unlock), click Unlock. Brightspot displays a confirmation message.

    ../../../_images/ignore-content-lock.png
  2. Click OK. Brightspot unlocks the field for you, and locks the item for other editors.

  3. Edit the item as necessary.

  4. Complete your site’s workflow and publish the item.

Field-level locking

Field-level locking locks only the fields modified by an editor on a first-come, first-served basis. For example, an editor named Worf opens an article and makes an edit in the sub-headline field. At this point, Brightspot locks the sub-headline field in favor of Worf. When Alice opens the same article, she sees a highlighted avatar in the editorial toolbar, indicating that another editor, Worf, is also working on the same item.

../../../_images/disable-lock-icon.svg

Whoever modifies a field first is the locking editor for the field, preventing the other editor from modifying it. For example, Alice tabs into the sub-headline field, and sees that the field is locked by Worf.

../../../_images/content-overwrite-icon.png

Field-level locking with the option to unlock

When Worf saves or publishes the item, Brightspot releases the field lock, and Alice can then edit the sub-headline field.

If another editor belongs to a role with permission to unlock a field lock, then the lock message includes an option to override the field lock (see previous illustration).

Note

You can turn off the role permission for unlocking field locks. If the permission is turned off, then the unlock option is excluded from the pending-edit message.

Brightspot allows editors to remove another editor’s field-level lock after a period of inactivity. For details about configuring the duration of inactivity, see the table Global settings–Main tab.

Unlocking a field

  1. In the locked field, click Unlock. Brightspot displays a confirmation message.

    ../../../_images/ignore-field-lock.png
  2. Click OK. Brightspot makes the field editable.

  3. Edit the field.

  4. Click settings then Save, or click Publish.