Kaizen #110 Record Locking APIs in Zoho CRM
Hello everyone!
Welcome to Kaizen! In the previous Kaizen post, we discussed Record Locking Configuration APIs. In this post, we will discuss Record Locking APIs in Zoho CRM.
Record locking refers to the restrictions applied to a record to prevent changes to its data. Records can be locked manually or automatically. Record Locking Configuration APIs are used to set the configuration required for record locking.
Locking Information Module
When record locking configuration is enabled for any module, a new module will be created in the CRM with the API Name Locking_Information__s that contains the details related to locking information. Details related to this module can be retrieved using the Modules API (endpoint: /settings/modules) and corresponding fields can be fetched via Fields META API (endpoint: /settings/fields?module=Locking_Information__s). The fields of Locking_Information__s module are:
Name | Data Type | Description |
Locked_Reason__s | textarea | Reason for locking the record. |
Lock_Source__s | picklist | Indicates whether the record was manually locked or automatically locked. Possible values: Automatic, Manual |
Locked_For__s | multi module lookup | This field contains the details of the name and id of the record which is locked and also the api_name and id of the the record's module. |
Locked_Time__s | datetime | Time the record was locked. |
Locked_By__s | user lookup | Details of the user who locked the record(manual locking). |
id | bigint | ID of record locking information.This id is referred as record_locking_id in the below APIs |
Record_Locking_Rule_Id__s | bigint | ID of the record locking rule inside the module's record locking configuration |
Record_Locking_Configuration_Id__s | bigint | ID of the record locking configuration. |
Feature_Type__s | picklist | Represents feature type (possible value:record_locking) |
When a record gets locked in any module, corresponding details are stored in the Locking_Information__s module as a new record.
The ID key inside the Locked_For__s json object in Locking_Information__s module points to the locked record.
"Locked_For__s": { "module": { "api_name": "Deals", "id": "5843104000000002181"//id of Deals module }, "name": "Commercial Press", "id": "5843104000001068086"//id of locked record i.e.{record_id} } |
Deleting the record inside Locking_Information__s module unlocks the locked record.
However, these actions have to be performed using Locking_Information__s Related Record APIs of the record.
URL Pattern for the same is
{api-domain}/crm/{version}/{module_api_name}/{record_id}/Locking_Information__s [POST]
{api-domain}/crm/{version}/{module_api_name}/{record_id}/Locking_Information__s/{record_locking_id}[GET/PUT/DELETE]
With this API, you can retrieve the locking information of locked records.
Request URL:
{api-domain}/crm/{version}/{module_API_name}/{record_id}/Locking_Information__s/{record_locking_id}
OR
{api-domain}/crm/{version}/{module_API_name}/{record_id}/Locking_Infortmation__s?fields={field_name_1},{field_name_2}
HTTP Method: GET
Please note that the fields parameter is mandatory when you are not passing the record locking id in the endpoint.
Consider that the record locking configuration for deals module is configured to automatically lock a record when it reaches the closed lost stage. A deals record in closed lost stage gets automatically locked. You can obtain the details of the locking information using this API.
Sample Request URL to fetch the locking information of a record in Deals module:
[GET] {api-domain}/crm/v5/Deals/5843104000001068077/Locking_Information__S?fields=Locked_For__s,Locked_Reason__s,Lock_Source__s,Locked_Time__s,Locked_By__s,Record_Locking_Rule_Id__s,Record_Locking_Configuration_Id__s,Owner,Parent_Id
Response Body:{ "data": [ { "Locked_By__s": null, "Locked_For__s": { "module": { "api_name": "Deals", "id": "5843104000000002181" }, "name": "Commercial Press", "id": "5843104000001068077" }, "$field_states": null, "Locked_Reason__s": null, "$editable": false, "$sharing_permission": "read_only", "Lock_Source__s": "Automatic", "Locked_Time__s": "2023-10-23T17:46:17+05:30", "Record_Locking_Configuration_Id__s": "5843104000001068044", "Record_Locking_Rule_Id__s": "5843104000001068069", "id": "5843104000001072001", "Feature_Type__s": "record_locking", "$zia_visions": null } ] } |
Lock Records API
In certain scenarios, even if the record does not meet the configured locking criteria, you call the below API to manually lock it to prevent any changes to the record.
Request URL:
{api-domain}/crm/{version}/{module_API_name}/{record_id}/Locking_Information__s
HTTP Method: POST
For instance, you are handling a deal and want to temporarily prevent any modifications to the deal information because the deal is in the last round of negotiations. You can choose to manually lock the record using the Lock Records API.
Sample Request URL for manually locking deals record:
[POST] {api-domain}/crm/v5/Deals/5843104000001068086/Locking_Information__s
Request Body:
{ "data": [ { "Locked_Reason__s": "last round of negotiations " } ] } |
Update Record Locking Information API
The locked reason for a manually locked record can be updated using Update Record Locking Information API.
Request URL:
{api-domain}/crm/{version}//{module_API_name}/{record_id}/Locking_Information__s/{record_locking_id}
HTTP Method: PUT
Consider that you want to modify the locked reason for the above locked record.
Sample Request URL to modify locked reason for the above locked deal:
[PUT] {api-domain}/crm/v5/Deals/5843104000001068086/Locking_Information__s/5843104000001068094
Request Body:
Unlock Records API
Request Body:
{ "data": [ { "Locked_Reason__s": "awaiting final approval" } ] } |
Unlock Records API
This API can be used to unlock a manually locked record.
Request URL:
{api-domain}/crm/{version}/{module_API_name}/{record_id}/Locking_Information__s/{record_locking_id}
HTTP Method: DELETE
Consider that you want to unlock the above deal to move it to closed won stage. You can unlock the deal using this API.
Sample Request URL to unlock the above deal:
[DELETE] {api-domain}/crm/v5/Deals/5843104000001068086/Locking_Information__s/5843104000001068094
Response Body:
{ "data": [ { "code": "SUCCESS", "details": { "id": "5843104000001068094" }, "message": "relation removed", "status": "success" } ] } |
We hope you found this article useful. We will be back next week with another interesting topic. If you have any questions, write to us at support@zohocrm.com or let us know in the comment section.
Cheers!
Previous Kaizen - Record Locking Configuration APIs in Zoho CRM
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Mable Mary M P
Jeremy Roussell
Ishwarya SG
Maadhari M
Piyush Goyal
Sticky Posts
Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCodeKaizen #256 - Build an Arrival Readiness Web Tab in Zoho CRM
Hi everyone! Welcome back to the Kaizen series! In the post, we discuss a use case in hospitality industry: how an Arrival Readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. Use case In theKaizen #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 how
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Adding Custom Status Options in Work Order Action Menu
Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customizeTimesheet Task Icons
In the image below which shows the task field drop down when creating a timesheet against a project and task. What do the icons mean the the right side column against each task? I can't find any documentation or guide that explains what the no entry sign,Open Records in a New Browser Tab
Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losingFacturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,Marketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helpsCannot add note to record on mobile
In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send emailAdmin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the earlyChatGPT Plugin / MCP Server auth error
Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauthDashboards for Customers
Is it possible to build dashboards for each customers in the community for their tickets?Project Management Platforms for AI Agents: What Matters Most?
Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actuallyCustom color coding for your entities
Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitiveThe Social Wall: August 2026
Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messagingCheck out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackHow do I get to "Admin Panel"
I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?【初開催！ オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します！ 10/15 参加無料
ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します！ ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」Lookups and Custom Modules
I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationshipMarketing Tip #46: Run flash sales the right way
A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at fullIntroducing Smart Fields in Zoho Forms
Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now dragCheckbox not displaying correctly in subform
Greetings: I have shared my app (wv) with support. I am having problems with a checkbox field not displaying correctly in a subform. The main form is called volunteers and the subform is called volunteers_subform. The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes. But when you view it in the main volunteers form, it displays as a multi-select dropdown instead. I have attached jpegs showing the difference. Any thoughts?Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in formThe reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalValid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from usingExpand Zoho Analytics Spatial Capabitlities
Dear Analytics team Thanks for the great product - I'm a big fan on Analytics and the monthly release highlights is one of my favourite emails to receive. I'd like to request expansion and improvement of Zoho Analytics spatial data capabilities, namely:Automate customer follow-ups with Sequences in Bigin
Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatCan we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,Tag Limi?
is there any way to create more than 20 tags?prefill_data for Creator + Merge & Sign
Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way toDelug script
I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script asCan I Build a Gaming Website Using Zoho? Need a Quick Roadmap
Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized forRemove Due Date from Statements
Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it reallyWhat Should an Agent-Native Project Workspace Look Like
AI is moving beyond assistants that simply answer questions. With tools like MCP, agents can now interact directly with project data and perform actions. That makes me wonder: what should an agent-native project workspace actually look like? For me, itunable to join meeting due to speaker issue
unable to join meeting due to speaker issueHow to add formatting in zoho.cliq.postToUser(...) message?
In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no largeMarketing Tip #50: Sell digital products and use them to grow your store
Physical products need packaging, shipping, and stock management. Digital products need none of that. Once created, they can be sold an unlimited number of times, delivered instantly, and never go out of stock. What counts as a digital product? A digitalTurn off Mobile Optimize
Hello is it possible to stop the automatic mobile optimization of my site as it looks much better on a mobile in full site format rather than mobile format. ThanksHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?API - Available Stock Definitions
Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.Cross-application Deluge calls fail when application link name starts with a number
I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-applicationNext Page