1. Lock the entire card
   
2. Lock all the fields
   
3. Lock attachments 
   
4. Lock comments 
   
5. Disable lock
   

Business cases

1. Restrict users from editing the fields in a reimbursement card once the claim is approved  
   
2. Restrict users from updating important attachments in the card
   
3. Avoid multiple updates to the same card by different users
   
4. Restrict uses from performing last minute updates to the card
   

Access privileges

Any user with permission to access  Settings  will be able to configure card lock.

How to lock a card

1. Navigate to  and select  Orchestration   from the menu. 
   
2. Create a new orchestration or edit an existing one. 
   
3. Navigate to Step 2: Design Blueprint.
   
4. Select a transition and navigate to  After section in the right panel. 
   
5. In Instant or Schedule Actions , click the  button next to  Update Fields.
   
6. Search for ‘Card Lock’ in the field dropdown and select a relevant lock option. 
   




7. Click  Apply.
   
8. Save  the blueprint and Publish the orchestration. 
   

Executing card lock

1. Navigate to  Cards  and create a new card in the above orchestration.
   
2. Execute the card by clicking the transition buttons. 
   

Note: Card lock can be tracked in the Activities section.

  

Unlock cards manually

1. Navigate to  Cards.
   
2. Select the locked card.
   
3. Click  at the top-right corner of the card.
   
4. Select  Unlock Card   from the dropdown. 
   

Unlock cards automatically

Any user with permission to access  Settings will be able to configure disable lock option in blueprints.