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Multiple Users Editing The Same Opportunity Alert

Overview

When more than one user is editing the same opportunity, a warning message will appear in the Andi® Window, alerting users to one of the following situations: 1 - if two or more users are editing the same opportunity within a 2-minute window or 2 - if a user has saved the opportunity, which notifies all other users currently editing the opportunity to refresh the page to view any changes. The message can be configured to include the names of the users editing the opportunity. This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.

Note

You must configure this skill in the skills manager prior to using it in PrecisionLender.

 

In This Article

 

Configuring and Testing the Skill

Prior to enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Testing audience:

  • Select Setup Audience to view a list of available audiences, and then select the Testing audience.
  • In the Choose skill version drop down, select the latest version of the skill (if it is not already selected).
  • In the General Configuration section, enter the following information to configure the skill:
    • Exclude User Name:
      • Select Yes to exclude user names in the warning message.
      • Select No to include user names in the warning message.
    • Tag Another User Editing - Allows you to tag users editing.
    • User Editing Message - The message that shows what user changes are being made.
    • Tag Message - The message that displays when another user is editing the opportunity.
  • Once the skill is configured, select the Next button to preview the skill.
  • Click Complete Setup & Enable Skill to turn it on for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.

 

Viewing the Skill in PrecisionLender

Shows the skill message in Andi

When two users are working on the same opportunity, the Andi® skill will run and display the following message:  'Another user at your bank is currently editing this Opportunity. To avoid losing changes, close and copy the Opportunity.'

To copy the opportunity, navigate back to the Opportunities list and hover over the Name of the opportunity you want to copy. Select the Copy This Opportunity icon. Clicking the copy icon will create and open a new Opportunity that is a copy of the first.

Note

Modifying and saving this new opportunity does not affect any of the values in the original.

 

Enabling the Skill

After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, this will automatically be available for selection in the list.
  • Re-enter the skill configurations.
  • Select Save to enable the skill for the targeted audience.

Note

After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.

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