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How to Unlock a CRM Medical Inquiry in iRep?

  • Updated

Question:

How to Unlock a Medical Inquiry in iRep?

Answer:

Medical Inquiry can only be unlocked in Online CRM. 

Once a Medical Inquiry is submitted, the Lock_vod field is enabled and the record is no longer editable. However, users with Field Level Security (FLS) Edit permission to the Lock_vod field see an Unlock button when viewing a Medical Inquiry. Selecting the Unlock button disables Lock_vod and changes the Status_vod field to Saved_vod.

To prevent users from unlocking records, grant FLS Read permission to the Lock_vod field.

Users who have Modify All privileges can bypass the lock. This permission is only available on Salesforce user licenses (for example the System Admin user).

The VOD_BEFORE_MED_INQ_UPD trigger displays this error if the Lock is true and the user does not have this permission:
if (medInqNew.Lock_vod__c == true && modAllData != true) {
medInqNew.Id.addError(bundle.getErrorMsg('CANNOT_UPD_INQ'), false);
}

Related Documentation:

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