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Which user can edit the record after it has been locked for approval?
Administrators OR… Lets the assigned approver and admins edit the record. Even when a campaign is locked for approval, users can add campaign members to it.
Can we lock a record in Salesforce?
Salesforce will try up to 10 times to obtain a record lock, before giving up, and throwing an error. Salesforce first locks the record so nobody else can refresh it until the lock is delivered.
How does apex call approval process?
Step 1: Create a custom picklist called “Approval Step” with the following values on the opportunity object. Step 2: Create an Approval process on opportunity object that you want to submit through apex trigger.
How to allow process builder and flow to unlock Records?
1. Having a modify all perms on the object (ewww) 2. Writing Apex Code with “Without Sharing” (slightly less eww, but not declarative) We can lock records with Process Builder & Flow now by calling a dummy approval process that just auto-approves anything submitted and locking the record. We can’t unlock the record.
How to check if record is locked or not in apex during an approval?
Try checking out: Additionally, you could write a method to attempt to update the record, and trap the exception message that comes from the record being locked and hide the buttons based on that result! This came out in Winter16. It’s part of the approval class
When did Siebel allow process builder to unlock Records?
Record Types is not an answer, especially if you are already managing multiple record types to support the client’s business processes. Siebel Had this feature in 1998. Much prefer to lock/unlock via Flow rather than APEX, esp as I’m moving to Lightning and can’t invoke my APEX as easily.
How to update a record type in apex?
Create a record type which is a copy of the current record type. Assign the new page layout to the new record type. Trigger a field update for the “Initial Submission Actions”. The field to update is the “Record Type”-field. Define as the new record type value the new record type you created.