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anil 007anil 007 

how to lock a account

HII,

 

i just want to lock a record if a select type is restricted

 

ie

i have a picklist with 2 values restricted and not restricted

 

if  i select restricted then that particular record should ask that permission required

 

 

skodisanaskodisana

Hi,

 

To do this follow the below steps:

 

Create two paga layouts called Restricted and other is Not Restricted. On  Restricted page layout make all the fields are read only.

create two record types one is Restricted and other is Not Restricted. Assign Restricted record type to Restricted page layout and Not Restricted record type to Not Restricted page layout.  

Finally create a workflow with condition if Picklist value is equal to Restricted and action as Field Update with Restricted record type.

 

 

Thanks,

Srikanth.K
anil 007anil 007

Hii skodisana ,

 

thanks for the reply

 

i did the same thing but  action as 'Field Update with Restricted record type' is not able to perform it

plz give me detail explantion regarding this one iam new to salesforce so plz help me

 

 

Regards

 

Anil