Card Lock | Online Help | Qntrl

Card Lock

Card lock allows you to restrict users from editing the entire card or specific fields of the card. Using card lock you can: 
  1. Lock the entire card
  2. Lock all the fields
  3. Lock attachments 
  4. Lock comments 
  5. Disable lock

Card lock can be configured in the  After Transition  section of blueprints. Every card mapped to this blueprint triggers card lock when the associated transition is performed.

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. 



In the above reimbursement blueprint, once the action Verify Request is complete,  the entire card is configured to be locked, restricting users from modifying the card. 

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. 
Once the transition 'Verify request' is performed, the entire card will be locked.  


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

Unlock cards manually

Once a card is locked, it can only be unlocked by users with Admin profile. 
  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. 
The card will now be unlocked, and its fields can be edited. 



Unlock cards automatically

Locked cards can be unlocked automatically right from the After section of blueprint transitions by selecting  Card Lock= Disable Lock

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



For example, in the reimbursement process, once the claim is Approved, the lock can be disabled.

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