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7,970 Points voting closed

Delivered in Winter 16

Ben Mansfield

Lock/Unlock a record in Apex Code

Development (Apex, LWC & VF)

I would like to have the ability to lock and unlock a record in Apex code - exactly like locking/unlocking a record in an Approval Process. This would mean I could lock/unlock records when they reach a certain state, or lock/unlock child records when a parent record has been locked/unlocked by an Approval Process. Possibly having a keyword similar to using delete, update etc. : lock listOfRecordsToLock; unlock listOfRecordsToUnlock;

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Latest Comment from Salesforce

Jennifer Sacks - 4 years ago

This idea is delivered with the Winter '16 release. More information can be found in the Release Notes here: http://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_apex_approval_locks_unlocks.htm#rn_apex_approval_locks_unlocks

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Comments ( 104 )

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Jennifer Sacks - 4 years ago

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shiv mahla - 4 years ago

Yes. And there must be standard field associated with the record with name 'isLocked'. Which can tell us that record is locked. Other then Approval process there must some other way to lock the record as well.

One more request, If you can pass it to the right channel. While creating a custom field we should have the ability to decide that particulare filed should be locked or not. becuase some times customer wants that some of the fileds should be locked or some of the filelds not.

Thanks.

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Alex Sutherland - 5 years ago

Josh, that's great that we'll have methods to perform these actions in Apex, but will there be a way to detect by querying the data whether or not a record is locked before we try to perform an updated on the record?

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Robert Parris - 5 years ago

We are delivering a new set of methods to handle this requirement in the Winter '16 release. Approval.lock() and Approval.unlock() are the working titles (subject to change), and they'll behave much like Database.update().

Thanks Josh!

Will an IsLocked property be exposed?

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Prasad Kairamkonda - 5 years ago

Yes Please.
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Josh Kaplan - 5 years ago

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Ashish Yadav - 5 years ago

Oh my Salesforce ! please give me this functionality or some standard functionality to do this.. yes I know there are many but it do not fulfill many business requirements
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Imran Hussain - 5 years ago

It should be happened...
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Imran Hussain - 5 years ago

It should be happened...
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Scott Molinari - 5 years ago

Hey David,

You can do this at least.

Scott
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Dave Hood - 5 years ago

Any update on this? We really need it in our org. Either this or the ability to leave records unlocked when they're in an approval process. (Can't believe that's not even an option.)
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Jim Hutcherson - 5 years ago

This feature is needed to support large organizational changes. The one at a time or Apex code process is very difficult
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Nikhil Khivansara - 5 years ago

Client I am working for does not require records to be locked when the record is in approval. Can we achieve this?
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Thomas Nieman - 5 years ago

We use a record type, a workflow, and a page layout that removes the edit button and shows different fields when necessary.

The specific example is after an opportunity is closed/won, the finance team gets the signed contract, someone in finance or sales ops edits the opportunity amount and sets the Stage to Reconciled Opp. This starts a workflow that changes the record type to Reconciled Opp, editing is not allowed, but it can be viewed.