I love that it’s now possible to lock entities!
Next step would be to allow using Automations and Workflow States (like Done) to lock entities automatically.
Thanks!
5 Likes
I am out of votes. But was just looking into doing this via automation. so +1
1 Like
Yeeeess needed. This is one of my primary use cases.
When a task is set to “done” it should be locked. In my case it would be to prevent anyone from adjusting sales commissions after a deal has closed. But really its just good practice.
This is a feature in Hubspot Deals object and works really well.
If you toggle on Control deal editing access you get these options:
You could add these settings to the field settings page for “State”. You can then define which user types can edit Entities at every given State.
If a user accidentally moves it to Complete stage and therefore can’t edit, they have to go to the Super Admins to ask them to unlock it (move it back to prior stage).
Which side note: it’s really confusing that the “Workflow” field is then called “State” after it’s created and its the same thing?
You might want to consider using per entity permissions, combined with auto-granting to make sure the right people can make the right edits at any given time.