Kaizen #109 Record Locking Configuration APIs in Zoho CRM
Hello everyone!
Welcome to Kaizen! In this post, we will discuss Record Locking Configuration APIs in Zoho CRM.
What is Record Locking?
Record Locking refers to the restrictions that you can apply to records of a module to prevent further changes to the data. You can either lock records manually or set conditions to lock them automatically.
You can add record locking configuration to a module through the module builder. Go to Setup > Customization > Modules and Fields > {Module} > Record Locking Configuration. Record Locking is supported for Leads, Accounts, Contacts, Deals, Tasks, Cases, Solutions, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices and Custom modules.
Record Locking Configuration in UIThese options are available in record locking configuration:
- You can lock all profile records or give exception to some profiles.
- You can lock the activities you choose. The Edit option is limited by default. You can also limit delete action, adding tags, changing owner, sending emails or using custom buttons.
- You can have the option of editing certain fields even when the record is locked.
Automatic record locking
Automatic record locking refers to the locking of records based on certain conditions. For instance, consider that a deal with a seller is in the closed won stage, and you want to prevent further changes to the deal record. You can achieve this using the record locking feature.
You can configure record locking for deals module to automatically lock a record when it reaches the closed won stage. You can specify rules for locking records. There can be up to five rules per module.
Manual Record Locking
Manual record locking is the intentional locking of a record by a user. To do this, the user's profile should have adequate permission. Profile permissions can be set in Setup > Users and Control > Security Control> Profiles > {Profile Name} > Module Permissions > Tools > Lock.
Record Locking Configuration APIs
Record locking configuration APIs allows you to set up the configuration needed to lock the records in modules manually or automatically via APIs.
The fields in Record Locking Configuration APIs are:
Name | Date Type | Description |
locked_for | String | Represents whether records are locked for all profiles or some profiles. Possible value : all_profiles_except_excluded_profile or all_profiles |
lock_excluded_profiles | String | Represents the profiles that are restricted from locking when locked_for value is all_profiles_except_excluded_profile |
excluded_fields | JSON Array | Represents the fields that are excluded from record locking |
feature_type | String | Represents feature type, its value is record_locking for this case |
locking_rules | JSON Array | Represents the details of rules added to lock the records in the module automatically. This array includes the name, id and criteria of locking rules. The field lock_existing_records indicates whether the existing record must be locked or not. |
restricted_actions | JSON Array | Specifies the actions that are restricted for locked records. Possible values: update, delete, tags, change_owner |
lock_for_portal_users | Boolean | Indicates whether locked records are restricted for portal users. |
restricted_communications | JSON Array | Specifies types of communication that are restricted for locked records. Possible value: send_mail |
system_defined | Boolean | Indicates whether the record configurations are system defined. |
lock_type | String | Represents the type of the record locking configuration - manual, automatic, both |
restricted_custom_buttons | JSON Array | Represents the name and id of custom buttons that are restricted for locked records. |
Add Record Locking Configuration API
Using this API, you can configure record locking for the supported modules.
Request URL:
{api-domain}/crm/{version}/settings/record_locking_configurations?module={module_API_name}
HTTP Method: POST
Let us consider the case of locking a deal automatically when it is in the closed won stage.
Request URL to configure record locking for deals module:
{api-domain}/crm/v5/settings/record_locking_configurations?module=Deals
The below request body locks the records from editing for all profiles when the Deal Stage is Closed Won (lockings_rules). The key lock_existing_records specify whether the rule should be applied for existing records. The record is locked for all profiles (locked_for) and the only field that is excluded from locking is the description field (excluded_fields). The record will be locked for portal users (lock_for_portal_users). Edit action is restricted for the lock record (restricted_actions).
Request body:
{ "record_locking_configurations": [ { "locked_for": "all_profiles", "excluded_fields": [ { "api_name": "Description" } ], "feature_type": "record_locking", "locking_rules": [ { "name": "Closed Won", "lock_existing_records": true, "criteria": { "comparator": "equal", "field": { "api_name": "Stage" }, "value": "Closed Won" } } ], "restricted_actions": [ "update" ], "lock_for_portal_users": true, "restricted_communications": null, "system_defined": false, "lock_type": "automatic", "restricted_custom_buttons": null, "lock_excluded_profiles": null } ] } |
From the response of this API you will get the id of the record locking configuration.
The criteria JSON object inside the locking_rules JSON array consists of the comparator, field and value of the fields that form the locking rule of the configuration. If you want to give multiple conditions in one locking rule, you can use group_operator and group keys. The possible values for group_operator are AND, OR. For example, consider that you want to add a locking rule for Closed Lost deals which includes deals with Stage Closed Lost and Closed - Lost to Competition. This can be achieved by giving the locking_rules as shown below:
. . "locking_rules": [ { "name": "Closed Lost", "lock_existing_records": true, "criteria": { "group_operator": "OR", "group": [ { "comparator": "equal", "field": { "api_name": "Stage" }, "value": "Closed Lost" }, { "comparator": "equal", "field": { "api_name": "Stage" }, "value": "Closed-Lost to Competition" } ] } } ] . . |
Get Record Locking Configuration API
Use this API to retrieve the details of record locking configuration for a particular module.
Request URL:
{api-domain}/crm/{version}/settings/record_locking_configurations?module={module_API_name}
HTTP Method: GET
Request URL to retrieve the record locking configuration for deals module:
{api-domain}/crm/v5/settings/record_locking_configurations?module=Deals
{ "record_locking_configurations": [ { "created_time": "2023-10-23T03:25:06-04:00", "locked_for": "all_profiles", "excluded_fields": [ { "api_name": "Description", "id": "5843104000000002587" } ], "created_by": { "name": "Patricia Boyle", "id": "5843104000000424672" }, "feature_type": "record_locking", "locking_rules": [ { "name": "Closed Won", "id": "5843104000001068052",//Locking rule ID "lock_existing_records": true, "criteria": { "comparator": "equal", "field": { "api_name": "Stage", "id": "5843104000000002565"// ID of Stage in fields API }, "value": "Closed Won" } } ], "restricted_actions": [ "update" ], "lock_for_portal_users": true, "modified_time": "2023-10-23T03:42:00-04:00", "restricted_communications": null, "system_defined": false, "modified_by": { "name": "John Smith", "id": "5843104000000424001" }, "id": "5843104000001068044", "lock_type": "automatic", "restricted_custom_buttons": null, "lock_excluded_profiles": null } ] } |
Update Record Locking Configuration API
Consider that you want to edit the above record locking configuration in deals module. You want to enable manual locking and also add a new rule to lock deals in stage closed lost. This can be done using the Update Record Locking Configuration API.
Request URL:
{api-domain}/crm/{version}/settings/record_locking_configurations?module={module_API_name}
OR
{api-domain}/crm/{version}/settings/record_locking_configurations/{record_locking_config_id}?module={module_API_name}
HTTP Method: PUT
Note that you should mention the ID of the record locking configuration inside the request body if you are using the endpoint that does not have the ID.
When you specify a valid locking rule ID (obtained from Get Record Locking Configuration API) in the input body, the corresponding locking rule will be updated. When ID is not mentioned it will be considered as a new rule.
In addition to adding or modifying existing locking rules in a specific record locking configuration, you can also delete locking rules using Update Record Locking API. When "_delete" key with value true is given in the input body, the locking rule will be deleted.
Example for deleting a record locking rule using update record locking configuration API
Request URL: {api-domain}/crm/v5/settings/record_locking_configurations?module=Deals
HTTP Method: PUT
{ "record_locking_configurations": [ { "locking_rules": [ { "id": 5843104000001068052,//ID of record locking rule "_delete": true } ], "id": "5843104000001068044"//ID of the record locking configuration } ] } |
Delete Record Locking Configuration API
You can use this API to delete Record Locking Configuration for a module. Please note that deleting the record locking configuration of a module unlocks all the locked records of that module.
Request URL:
{api-domain}/crm/{version}/settings/record_locking_configurations/{record_locking_config_id}?module={module_API_name}
HTTP Method:DELETE
Request URL to delete the record locking configuration for deals module:
{api-domain}/crm/v5/settings/record_locking_configurations?module=Deals
We hope you found this post on the Record Locking Configuration APIs useful. In next week's Kaizen we will cover Record Locking APIs that enable users to access locking details for locked records, to lock/unlock manually, and to edit the locked reason for manually locked records.
If you have any questions, write to us at support@zohocrm.com or let us know in the comment section.
Cheers!
Topic Participants
Mable Mary M P
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
Recent Topics
Resource Management System built using Zoho CRM, Creator, Projects, and People:
In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goesFile Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM
Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. WhenDynamic Remaining Quantity in Lookup During Allocation
Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity insideconnect zoho creator with google drive
Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and placeAbility to Attach Record-Specific Files Automatically in Workflow Email Templates
Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM recordUploaded files are not included when using "Include user submitted data" in Email Notification
In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through Filekanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as theyCredit Card Pre-Authorization with later Capture/Settlement
We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping holeZoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantlyZoho Sign 2025–2026: What's new and what's next
Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory ofIzettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.Train Zoho Answer Bot Based on Customer
Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently haveDetailed list of scoring rules in Zoho CRM
Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application basedTrying to access records in a custom module in Zoho Desk and not having luck
I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The functionComposite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weightsZOHO Books Smart Accounting Software for Travel Agency
Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF452 Mailbox delivery restricted by policy error
We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in PendingSend Email reply on behalf of Agent
Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of anSharing Tickets to a team within a department
Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there aRemoving To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This resultsDo not use isnull()
Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.Organization wide Account and Contacts Visibility/Sharing Capabilities?
Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able toIs there a way to configure dark mode for Campaigns emails that go out to customers?
I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns? We sent out a test email the otherWhen Does WorkDrive integrate with Books?
When Does WorkDrive integrate with Books?How do I import Connected Records for a Deal?
Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal recFSM integration with Books
Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work OrdersHow to close an estimate ?
Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never bePower up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientHow do you print out the invoices comments
I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.Unable to load a specific image
Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. DavidWhy does the Address field show the wrong map location even with a correct Pincode?
I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seemsBooks <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to syncCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageArchive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't justOutlook/Hotmail Blocking Zoho SMTP IPs (S3150)
We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,Outlook is blocking incoming mail
Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looksTrack Marketing Automation Campaigns in Zoho CRM
Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created inZoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.Temporarily rate limited due to IP reputation.
We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmasterNext Page