Item states for Delta Refresh updates

There's two new item states that belong to the Delta Refresh process.

Item States

Delta Refresh provides two new item states to demonstrate when an item is worked on by the Delta process in the background. The Item state icons are displayed in the column next to the checkbox on the user interface.

The two new states are

Deleting
This means that the item is going to be deleted by the Delta Refresh process.
Refreshing
This item is getting updated by the Delta Refresh feature in the background. A refresh icon is displayed in the column next to the checkbox.

Deleting

If an item is about to be deleted by the Delta Refresh update, it is shown with a 'trash can' icon next to it. Items that are marked for deletion cannot be actioned, that is, they cannot be edited, deferred, or approved. When the Delta refresh is complete, a prompt informs you that the items might differ from what's on your screen. You need to refresh the page to obtain the up-to-date item information.

Refreshing

If an item is being refreshed by the Delta Refresh update, you can make changes to the item, but you cannot commit the item when you use the End Session function. Only items that are not being used by the Delta Refresh update can be committed by End Session.

In a Workflow situation, when items refresh during the Delta process, they cannot be approved or denied until the Delta Refresh is complete. When the Delta Refresh is complete, refreshing items become stale or in conflict if there's a change to a field that is not marked for auto update.

The following table shows what can be done to an item when the item base state is in Refreshing or Deleting:

Base State Modified Record (if it exists) Update Recalculate Approve Defer Create Reviews Export Revert

There's three more user functions that cannot be completed when the item state is Deleting, these rules also apply to items in Workflow:

  1. You cannot resolve item conflicts when an item is deleting, but you can revert item changes instead.
  2. You cannot view an item in the Form View while it is being deleted. If you navigate to the form view, it prompts an error message, and takes you back to the Grid View.
  3. If you are already under the Form View and navigating across items with the next/previous function, and come across an item that is deleting, it shows an error message explaining that the item is marked for deletion, and you cannot view it in Form View, and it takes you to the Grid View.