Lock Down Records at the end of its lifecycle

Lock Down Records at the end of its lifecycle

Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. 


For example: Once an opportunity record is closed (closed won or closed lost), it just needs to live in the system without being touched. Same can be for “Cases” or records sitting in other custom modules. Or maybe once a record has been interfaced to a backend system, you would want to lock the record so that it can no longer be modified in ZohoCRM.


While this could be done using page layouts (may be) the trouble is the way Layouts are setup/presented to users on record creation makes it not really usable. 


We could create a field holding values 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’. But we can't remove the ‘Edit’ and ‘Delete’ buttons from the page layout. However, even if we live with that limitation, this is not an option if we are using record types for some other purpose and do not want to change it just to meet this requirement.


A workflow "action" would be ideal in this case, something like a worklflow action called ‘Lock/Unlock Record’. 



          Zoho TeamInbox Resources

            Zoho DataPrep Resources


                Zoho CRM Plus Resources

                  Zoho Books Resources


                    Zoho Subscriptions Resources

                      Zoho Desk Resources

                        Zoho Projects Resources


                          Zoho Sprints Resources


                            Zoho Orchestly Resources


                              Zoho Creator Resources


                                Zoho WorkDrive Resources




                                    Zoho Campaigns Resources

                                      Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方