MC798317 – Microsoft Purview | Data Lifecycle Management: Record opening behavior improvement in Office client applications (archived)

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check before: 2024-06-18

Product:

Microsoft 365 Apps, Microsoft 365 suite, OneDrive, Purview Communication Compliance, SharePoint

Platform:

Online, Web, Windows Desktop, World tenant

Status:

Launched

Change type:

New feature, User impact

Links:

395791

Details:

Summary:
Microsoft Purview is enhancing the user experience for opening locked records in Office applications by making them read-only. This prevents editing errors and aligns with the behavior of Office online versions. The update requires no action and will roll out from late June to late August.

Details:
In Microsoft Purview, we are improving how users can open locked records in Microsoft Office client applications (Microsoft: Word, Excel, and PowerPoint). Previously, when an end user opened a file that was a locked record, they could edit it and press the Save button, but SharePoint and OneDrive would reject the save and display an error. To avoid this confusion, locked records will now open as read-only and prevent end users from making changes. A message will explain to the end user why they cannot make changes to the file.
This message is associated with Microsoft 365 Roadmap ID 395791
[When this will happen:]
Public Preview: We will begin rolling out in late June and expect to complete by late July.
General Availability: We will begin rolling out in late July and expect to complete it by late August.

Change Category:
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Scope:
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Release Phase:
Current Channel, Preview

Created:
2024-06-04

updated:
2024-06-04

Public Preview Start Date

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Task Type

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Docu to Check

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MS How does it affect me

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MS Preperations

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MS Urgency

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MS workload name

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linked item details

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Pictures

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summary for non-techies**

Microsoft Purview is updating Office applications to automatically open locked records in read-only mode, preventing users from making unsavable edits and aligning desktop behavior with online versions; the rollout will occur from late June to late August.

Direct effects for Operations**

Locked Records Behavior Change
Users will now open locked records in Office applications as read-only, preventing editing errors and confusion when saving changes.
   - roles: End Users, IT Support
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=395791

User Experience Improvement
The update enhances user experience by providing a clear message explaining why the file cannot be modified, reducing frustration and wasted time.
   - roles: End Users, Product Managers
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters=&searchterms=395791

Configutation Options**

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Data Protection**

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IT Security**

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explanation for non-techies**

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** AI generated content. This information must be reviewed before use.

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Last updated 3 months ago

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