Lock an Opportunity Record With a Certain Criteria

Scenario

Customer wants to be able to lock an opportunity record when it meets a certain criteria.

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
• Label: Enter Auto Form Selection
• Record Type: Select Transaction
• Sub Type: Select Opportunity
• Release Status: Select Released
• Keep Instance & History: Select Always
• Enable Logging: Enter Checkmark
3. Event Definitions:
• On Create: Enter Checkmark
• On View or Update: Enter Checkmark
• Trigger Type: Select - All -
4. Click Save
5. Click State 1
6. Click New Action
7. Select Lock Record
8. Event Types: Select all except Edit
9. Workflow Condition: Enter the desired Condition
10. Click Save