There are only two ways a record can be unlocked that is locked by the approval process. 1) The ‘Final Approval Action’ of the process does have the feature to unlock a record. 2) A button labeled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock a record locked by an approval process.
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How do I Lock Records in Salesforce approval process?
To enable this feature, from Setup, enter Process Automation Settings in the Quick Find box, then click Process Automation Settings. Then, select Enable record locking and unlocking in Apex. Salesforce admins can edit locked records. Depending on your approval process configuration settings, an assigned approver can also edit locked records.
Can an assigned approver edit locked records?
Depending on your approval process configuration settings, an assigned approver can also edit locked records. Locks and unlocks that are set programmatically use the same record editability settings as other approval-process locks and unlocks.
How do I make a read only record type in Salesforce?
Using Record Type & Page Layouts: Create two different record types say “Open” & “Locked” and change the record type of the record using workflow field update or trigger. And then create a separate page layout for the “Locked” record type with all fields marked as ‘Read-Only’.
How to unlock a record from approval process in apex?
Apex doesn’t expose any class/method to unlock a record. There are only two ways a record can be unlocked that is locked by the approval process. The ‘Final Approval Action’ of the process does have the feature to unlock a record.
How do I turn off the record lock in Salesforce?
go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex. Let’s consider an example CPQ Quote object, to unlock records.
Why would a record be locked in Salesforce?
Just like most relational database systems, Salesforce locks records when they are being modified, to prevent two people from updating the same record simultaneously, which would result in a conflict.
How do you unlock records in Salesforce lightning?
In the Classic interface there is an “Unlock Record” button for records that go through an approval process but this button is not available in Lightning. Please add this functionality as soon as possible so admins don’t have to go back and forth between interfaces.
How do I lock record in approval process?
Previously, you could set approval-process locks and unlocks only through the Salesforce user interface. To enable this feature, from Setup, enter Process Automation Settings in the Quick Find box, then click Process Automation Settings. Then, select Enable record locking and unlocking in Apex. The new Approval.
Who can unlock a record in Salesforce?
system administratorsA button labelled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock a record locked by an approval process.
How do I update a locked record in Salesforce?
In Approval Process, when a user click “Submit for Approval” or auto submit by Process Builder, record will be locked by default….Salesforce: Edit Locked RecordUser with System Administrator profile.User with Modify All Data permission.User with Modify All permission in the object of record locked.More items…•
Which user can edit a record after it has been locked for approval?
Administrators OR… Lets the assigned approver and admins edit the record. Even when a campaign is locked for approval, users can add campaign members to it.
What are two final approval actions in an approval process Salesforce?
Final approval actions occur when all required approvals were obtained. A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. An outbound message sends information to a designated endpoint, like an external service.
How do you unlock a field in Salesforce?
If you are a System Admin or have access to object layout then click on setting icon on field which looks locked and then remove uncheck required checkbox from it.
How do I lock a record in Salesforce SOQL?
To lock records, simply use the FOR UPDATE keywords in your SOQL statements. You do not have to manually commit the records so if your Apex script finishes successfully the changes are automatically committed to the database and the locks are released.
Can admin edit locked record Salesforce?
Salesforce admins can edit locked records. Depending on your approval process configuration settings, an assigned approver can also edit locked records. Locks and unlocks that are set programmatically use the same record editability settings as other approval-process locks and unlocks.
Who can modify the record in approval process?
1 Answer. Show activity on this post. Admins or any user with “Modify All” access to the object can edit a locked record.