Record and approval document recovery

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If F2 detects any unsaved changes on startup, you will have the option of recovering them. There may be unsaved changes if F2 shut down unexpectedly. F2 also displays the changes resulting from the recovery via a direct comparison between the existing and restored record or approval document.

When you restart F2, the "Document recovery" dialogue opens. Here it is possible to save the restored changes to a new record.

The dialogue will not open if the changes to the record or approval document were made by you, but on another computer. More information about this situation can be found here.

Automatic recovery on startup

If F2 closed unexpectedly while you were working on a record, you will be automatically offered to recover its record and approval documents on the next startup.

When you start F2 after the unexpected shutdown, the "Document recovery" dialogue opens. The dialogue shows any record and approval documents that you were working on and did not have time to save.

Figure 1. The "Document recovery" dialogue

If you were also working on any attachments when F2 closed unexpectedly, they and their records will open in the foreground and potentially hide the "Document recovery" dialogue.

You can handle each record and approval document recovery individually from the dialogue. Select a document and click either Show changes … or Discard changes. To open one of the records, double-click it or select it and click Open record. You can also postpone your decision for the displayed record and approval documents by clicking Postpone.

When you click Show changes …, F2 opens the dialogue "The record/approval document has unsaved changes" for the selected record or approval document.

Figure 2. Compare the recovered and active versions of the record document

You can preview the recovered version of the document on the left. Select Restore unsaved changes and open record (1) if you wish to save this version of the record document. On the right is a preview of the record version last saved in F2. Select Keep current content and close (2) to discard your recovered changes and retain the current version. Click Execute when you have made your choice to either restore or discard your changes.

You can click Cancel - located at the bottom right - at any time to close the dialogue and return to the overview in the "Document recovery" dialogue.

Manual recovery

You can handle postponed recoveries of record and approval documents at any time. To do this, open the "Document recovery" dialogue from the "F2" tab in the main, record, or case window.

Figure 3. The "Document recovery" dialogue

From here you have the same actions available as in described in Automatic recovery on startup.

You will also be asked to handle any recovered changes to a record when you open it. The record window opens in an empty state, and the dialogue "The record/approval document has unsaved changes" opens in the foreground. From here, you have the same processing options as described in Automatic recovery on startup. Once you have saved or discarded the recovered changes, the selected content is loaded into the record window, and you can continue working on the record.

Figure 4. The record window overlaid with the dialogue "The record document has unsaved changes"

Another user has edited the record document

Other users may edit a record or approval document before you have time to recover it. In this instance F2 cannot determine which version to save. You must therefore handle the situation manually.

When you open the "Document recovery" dialogue from the "F2" tab, you can see who last edited the document and when in the columns "Last updated by" and "Last updated". This tells you whether other users have edited and saved the record or approval document you want to recover.

Figure 5. The columns "Last updated by" and "Last updated" in the "Document recovery" dialogue

Handle conflicts by selecting a record or approval document in the overview and clicking Show changes …. The dialogue "The record/approval document has unsaved changes" opens with the two versions of the document contents as well as options for handling them.

Figure 6. The dialogue "The record document has unsaved changes"

In the dialogue, you can preview your own recovered changes (left) and the other user’s saved changes (right). You can choose to discard your changes by clicking Discard and close, or you can save the changes in a copy to a new record by clicking Save copy and open records. If you choose to save a copy, the record with the copy subsequently opens.

F2 only copies the record or approval document. Attached documents and metadata such as access level and case association are not copied.

You can click Cancel at the bottom right to close the dialogue and return to the overview in "Document recovery".

Continue your work from a different computer

F2 will notify you if you are about to overwrite your own changes to record and approval documents. This can happen if you work on the same record from two different computers, as in the example below.

Example: Albert edits a record document on his computer at work but forgets to save it. Later, he opens the same record from another computer at his home office and switches to edit mode. F2 then offers to recover the unsaved changes that Albert previously made to the record document. This allows him to continue working on the record on his home computer and save his changes. When he returns to his work computer and tries to save the record document, F2 informs Albert that he has already saved a newer version. Albert then clicks No in the dialogue "You have already saved this record document" to retain the version he saved on his home computer.

If Albert clicks Yes in the dialogue, he will overwrite the changes he made to the record document at home with the latest changes he has made at work.