Salesforce: Unlock Record button
- Pad lock icon will be disappear
- Record owner or users with ability to edit the record will able to edit the record
- In the object history, it will show date/time, user with action ‘Record unlocked.’
- The approval process for the record still in place, approver still able approve or reject the record.
Table of Contents
How to enable record locking and unlocking in Salesforce apex?
But 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.
How do I edit locked records in 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. Record locks and unlocks are treated as DML.
How to unlock a record locked by an approval process?
The ‘Final Approval Action’ of the process does have the feature to unlock a record. A button labelled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock a record locked by an approval process. Thanks for contributing an answer to Salesforce Stack Exchange!
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 do I change a locked record in Salesforce?
If you need to edit it, contact your admin Exception in Salesforce. This exception will be thrown when someone tries to edit a record which is locked via Approval Process. If you have deactivated the approval process, make sure the pending requests are removed.
Why is a record 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 I stop a record lock error in Salesforce?
To prevent this, you can do either of the following:Reduce the batch size.Process the records in Serial mode instead of parallel, that way one batch is processed at a time.More items…
Is there a way to lock a record 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 do you unlock record in Salesforce approval?
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.
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.
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.
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 is record locking in Apex?
In Apex, you can use FOR UPDATE to lock sObject records while they’re being updated in order to prevent race conditions and other thread safety problems. While an sObject record is locked, no other client or user is allowed to make updates either through code or the Salesforce user interface.
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.
How do you make a field non editable in Salesforce?
1. Open the field. 2. Click Set Field-Level Security button….For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
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