Support and Documentation

Preventing overwrites with 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

Enabling content or field locking
Procedure. To enable content or field locking:
  1. From the Navigation Menu, expand Admin, and select Sites & Settings.

  2. In the Sites widget, select Global. The Edit Global widget appears.

  3. Under CMS, under UI, scroll to Content Locking.

  4. Toggle on to enable content locking, or toggle off to enable field-level locking.

    Content locking enabled
    Figure 103. Content locking enabled


    Field-level locking enabled
    Figure 104. Field-level locking enabled


  5. Click Save.

Caution

Content and field locking also impact locking on the Edit Global and Edit Site widgets. For details, see Enabling site widget- or field-level locking.

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.)

Procedure. To unlock a locked item:
  1. In the lock message (see the illustration Lock message with option to unlock), click Unlock. Brightspot displays a confirmation message.

    ignore-content-lock.png
  2. Click OK. Brightspot unlocks the item 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.

Content locking
Field-level locking

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

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 Joe.

Field-level locking with option to unlock
Figure 107. Field-level locking with option to unlock


When Joe 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, 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.

Unlocking a field
Procedure. To unlock a field:
  1. In the locked field (see illustration Field-level locking with option to unlock), click Unlock. Brightspot displays a confirmation message.

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

  3. Edit the field.

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