Locking Records

Support
1

Is it possible to lock records so they cannot be changed? I don’t want to lock the sheet. I just want to be able to lock individual records.

2

Hi,

You can create a tools button to lock individual records on the form page. Please refer to this document for more details.

4

is there a way to use a created “lock record” button with a combine button so that a record can be locked after an action ?

5

Hello,

Please note that the Combine Button feature is only available for Custom Buttons created under Form Tools in Design Mode.

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If your goal is to lock a record automatically, here are a couple of alternative approaches you might find useful:

  1. Approval Workflow
    You can configure a record to lock automatically once it has been approved. When setting up your Approval Workflow, go to Advanced Settings and enable Execute these action buttons after completing approval. From there, choose Lock Record.

  2. Custom JavaScript
    You can use custom JavaScript to have Ragic lock an entry automatically when certain criteria are met after a manual update on the form level. (Please note that this method does not work with action buttons, formula recalculations, or edits from the Listing Page.) For details, see this guide.