Lock or Unlock Current Record Using Workflow

You can automatically lock or unlock pipeline records in BoldSales using workflow rules for the Pipelines module. This helps prevent or allow edits to records based on defined triggers and conditions.
This guide explains how to create the workflow rule, optionally set conditions, and configure actions to lock or unlock the current record.

Use Cases

Deal closure control

Automatically lock a pipeline record when the deal stage is marked as Closed Won to prevent accidental edits after completion.

Time-based updates

Unlock records after a defined period if further action is required (e.g., follow-up after inactivity).

Data accuracy during reporting

Lock records at the end of a reporting period (e.g., month-end) to ensure data consistency for analytics and financial reporting.

Create a workflow rule

1. Go to Setup from the left sidebar menu.

2. Navigate to Process Management > Workflow Rules, or Automation > Workflow Rules.
   Alternatively, use the search bar and type Workflow Rules.

3. Click + Create Workflow Rule.

4. Click the at the top left to edit workflow rule name and add the description(optional).

5. Under Trigger module, select Pipelines and select that specific pipeline from the menu.

6. Choose a Trigger type, such as:

   • Record created
   • Record edited
   • Record created/edited
   • Date/time

Configure conditions (optional)

Conditions allow the workflow to execute only when specific criteria are met.

1. Click Add Condition.
2. Choose the field, operator, and value.
3. Add additional conditions if required.
4. Click when done.

Note: If no conditions are added, the workflow runs whenever the selected trigger occurs.

Define actions

After setting the trigger and conditions, configure the action the workflow should perform.

Instant actions vs. Delayed actions behavior

Instant actions execute immediately when the workflow is triggered.
Delayed actions execute after a specified time.

Important:
Instant and delayed actions are mutually exclusive for the same action type.

If you select an action under Instant actions, it won’t be available under Delayed actions, and vice versa.

For more information on instant and delayed actions, visit Instant actions and delayed actions

Lock current record

Use this option to prevent further edits to a pipeline record.

1. Under Instant Actions, select Lock current record from the dropdown menu.
2. A Reason for locking field appears.
3. Enter the reason for locking the record in the provided text box (required).
4. The record will be locked automatically when the workflow is triggered.

The image below shows how to lock current record using workflow.

Unlock current record

Use this option to allow editing of a previously locked record.

1. Under Instant Actions, select Unlock current record from the dropdown menu.
2. A Reason for unlocking field appears.
3. Enter the reason for unlocking the record in the provided text box (required).
4. The record will be unlocked when the workflow is triggered.

The image below shows how to unlock current record using workflow.

Save the workflow

1. Review the configured trigger, conditions, and actions.
2. Click Create to save.
3. Ensure the workflow status is set to Active.