"Lock" option for a newly added Status Value (Approved) in Quotes

[ali.ahmed@bios.pk]

Hello,

I wanted to ask if anyone can help me for the following case:

I have added a new option for the Status Field: "Submitted" and I want to have the "Lock" record option for this status value as well. Just as we do originally for Statuses "Approved" or "Canceled".

Can anyone help to guide me on how i can activate the same option for the new Status option that i have added?

Best regards,

[yuri]

Hi,

You would need to indicate that your status means that a Quote is complete. No other way.

Administration > Entity Manager > Quotes > Edit > Done statuses. Add your status there.

[ali.ahmed@bios.pk]

Hi Yuri,

Thanks once again for your prompt response. I had already tried doing it but it did not have any change.

Attaching screenshot for your reference.

[yuri]

Might be only applied for saved records, when status is changed, an internal field is updated. Try changing the status back and forth.

[ali.ahmed@bios.pk]

Dear Yuri,

You are absolutely right. Thank you so much for your prompt response and helping me out, it is okay now!

[ali.ahmed@bios.pk]

However, it is not locking the fields even when the record is "Locked". Do i need to some additional steps or checking too?

[ali.ahmed@bios.pk]

Here is the screenshot for your kind reference.

[yuri]

It's not supposed to. Only items and status are locked. You can utilize dynamic logic to make certain fields read-only if a record is locked.

From docs:

[ali.ahmed@bios.pk]

Got it! Thanks a lot once again! Ill use dynamic logic to lock other fields!