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HuluSFAdmin Locking Records and their children to make them READ ONLY
I have a object called Insertion Order which have child objects Flights. The Flights have a Look Up relationship to the Insertion Order object.
I want to lock down the Insertion Order object and it's children Flights when it is reviewed by the finance team. I set up an approval process and change the Insertion Order object's record type to "Reviewed". I also changed the RecordType of the Flight to "Reviewed" also.
The issue is how do I remove the "Edit","Delete" links from the related list of Flights which show up on the Insertion Order?
No unfortunately you do not have a work-around. What I did is I added a pick list and also custom field validators to prevent users from editing record.
All Answers
If I do it at the Profile level it will lock down ALL the records. I only want to lock down the "Reviewed" record from edited by the Sales Team. That is why I choose the Approval/Record Type path.
The only klugy way of doing this is using Validation Rules that prevent the record from being edited if is reviewed and user has a specific role.
If(Record Type = REVIEWED && UserRole = Sales) then Lock it down.
You might be able to handle the record-locking via the Approval process. However, an alternative is to consider using the Sharing Model to control access to records.
You could set the default Sharing for your Insertion Order object to Public Read-Only. This means that anyone can view the record, but only the owner (or their superiors in a hierarchy) can edit the object.
You can even get a little clever by allowing the object to be Read/Write to everyone while set to a particular Owner (by setting Sharing Rules), but when it is owned by anyone else it is only editable by that specific owner.
Clever, eh?!
Can't you just handle locking and unlocking the object by setting them from the profile level like: Modify All = false and when I records is locked from the approvla processed people with the profile with limited functionality cannot edit, however when object is
approved and therefore unlocked people with profile modify all set to false can still edit the object
No unfortunately you do not have a work-around. What I did is I added a pick list and also custom field validators to prevent users from editing record.