Hi All,
We all have faced many business scenario where we have to lock/unlock records. We had traditional approach to create separate record type and page layout to achieve it, but salesforce has given API to do thorough apex code.
Please make sure below settings is enabled.
Locking Record
1. Create a standard Approval process which will take care of locking records.
http://salesforceworld4u.blogspot.com/2017/07/how-to-supress-standard-approval-email.html
2. Invoke Approval process
a. Using Process builder (Submit for Approval)
b. Use Apex code to invok from trigger or custom button.
/*
* This method will invoke the standard approval process
*/
public static void submitForApproval(Case caseRecord)
{
// Create an approval request for the Opportunity
System.debug('Printing insyde approval process method');
Approval.ProcessSubmitRequest req1 = new Approval.ProcessSubmitRequest();
req1.setComments('Submitting request for approval automatically using Button');
req1.setObjectId(caseRecord.id);
//req1.setNextApproverIds(new Id[] {case.owner});
// Submit the approval request for the Opportunity
Approval.ProcessResult result = Approval.process(req1);
}
If there is no approval process defined still we can lock the record.
Unlocking record
Below is the code which will unlock the record.
/*
* This method will unlock case record.
*/
public static void unlockCaseRecord(Case caseRecord) {
Approval.UnlockResult unlockedRersult = Approval.unlock(caseRecord);
// Iterate through each returned result
if (unlockedRersult.isSuccess()) {
// Operation was successful, so get the ID of the record that was processed
System.debug('Successfully unlocked opportunity with ID: ' + unlockedRersult.getId());
}
else {
// Operation failed, so get all errors
for(Database.Error err : unlockedRersult.getErrors()) {
System.debug('The following error has occurred.');
System.debug(err.getStatusCode() + ': ' + err.getMessage());
System.debug('opportunity fields that affected this error: ' + err.getFields());
}
}
}
We all have faced many business scenario where we have to lock/unlock records. We had traditional approach to create separate record type and page layout to achieve it, but salesforce has given API to do thorough apex code.
Please make sure below settings is enabled.
Locking Record
1. Create a standard Approval process which will take care of locking records.
http://salesforceworld4u.blogspot.com/2017/07/how-to-supress-standard-approval-email.html
2. Invoke Approval process
a. Using Process builder (Submit for Approval)
b. Use Apex code to invok from trigger or custom button.
/*
* This method will invoke the standard approval process
*/
public static void submitForApproval(Case caseRecord)
{
// Create an approval request for the Opportunity
System.debug('Printing insyde approval process method');
Approval.ProcessSubmitRequest req1 = new Approval.ProcessSubmitRequest();
req1.setComments('Submitting request for approval automatically using Button');
req1.setObjectId(caseRecord.id);
//req1.setNextApproverIds(new Id[] {case.owner});
// Submit the approval request for the Opportunity
Approval.ProcessResult result = Approval.process(req1);
}
If there is no approval process defined still we can lock the record.
// Query the accounts to lock Case [] cases = [SELECT Id from Case]; // Lock the accounts Approval.LockResult[] lrList = Approval.lock(cases, false); // Iterate through each returned result for(Approval.LockResult lr : lrList) { if (lr.isSuccess()) { // Operation was successful, so get the ID of the record that was processed System.debug('Successfully locked account with ID: ' + lr.getId()); } else { // Operation failed, so get all errors for(Database.Error err : lr.getErrors()) { System.debug('The following error has occurred.'); System.debug(err.getStatusCode() + ': ' + err.getMessage()); System.debug('Case fields that affected this error: ' + err.getFields()); } } }
Unlocking record
Below is the code which will unlock the record.
/*
* This method will unlock case record.
*/
public static void unlockCaseRecord(Case caseRecord) {
Approval.UnlockResult unlockedRersult = Approval.unlock(caseRecord);
// Iterate through each returned result
if (unlockedRersult.isSuccess()) {
// Operation was successful, so get the ID of the record that was processed
System.debug('Successfully unlocked opportunity with ID: ' + unlockedRersult.getId());
}
else {
// Operation failed, so get all errors
for(Database.Error err : unlockedRersult.getErrors()) {
System.debug('The following error has occurred.');
System.debug(err.getStatusCode() + ': ' + err.getMessage());
System.debug('opportunity fields that affected this error: ' + err.getFields());
}
}
}
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