An administrator is configuring an approval process for custom Purchase Order records. During testing, the administrator notices that users are still able to edit field values on the Purchase Order immediately after clicking Submit for Approval, before any approver reviews it. Which approval process configuration setting should the administrator modify to ensure the record is restricted from editing upon submission?
- Set the Record Lock Properties of the approval process to lock the record from being edited upon entry.Cevap
- BAdd an Initial Submission Action that executes an automated Field Update to set all fields to read-only.
- CCreate a Validation Rule on the Purchase Order object that prevents edits when the record status is Pending Approval.
- DRemove Edit object permissions on Purchase Orders from the submitter's Profile.
Cevap
Set the Record Lock Properties of the approval process to lock the record from being edited upon entry.
In Salesforce approval processes, record locking behavior upon entry is specified within the approval process definition settings (Record Lock Properties). Choosing to lock the record prevents users from making changes while the approval process is active.
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Approval Process Record Locking Behavior