What implications are there for process builder or workflows when a record locked as part of an approval process?

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I am wanting to perform some automated process in Salesforce Knowledge, specifically around dates and time-based workflows or scheduled processes in process builder. However, when a user submits an article for approval I am not 100% clear on what happens if my approval process locks the record for editing. Can I still rely on my workflows or automated processes to update fields even if the record is locked for editing, or is it unreliable to depend on the automated field updates?



Note, that you can assume the user submitting the record for approval has all required edit object and field level permissions.




workflow process-builder approval-process knowledge




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    I am wanting to perform some automated process in Salesforce Knowledge, specifically around dates and time-based workflows or scheduled processes in process builder. However, when a user submits an article for approval I am not 100% clear on what happens if my approval process locks the record for editing. Can I still rely on my workflows or automated processes to update fields even if the record is locked for editing, or is it unreliable to depend on the automated field updates?



    Note, that you can assume the user submitting the record for approval has all required edit object and field level permissions.




    workflow process-builder approval-process knowledge




    share|improve this question






















      up vote
      1
      down vote

      favorite









      up vote
      1
      down vote

      favorite











      I am wanting to perform some automated process in Salesforce Knowledge, specifically around dates and time-based workflows or scheduled processes in process builder. However, when a user submits an article for approval I am not 100% clear on what happens if my approval process locks the record for editing. Can I still rely on my workflows or automated processes to update fields even if the record is locked for editing, or is it unreliable to depend on the automated field updates?



      Note, that you can assume the user submitting the record for approval has all required edit object and field level permissions.




      workflow process-builder approval-process knowledge




      share|improve this question












      I am wanting to perform some automated process in Salesforce Knowledge, specifically around dates and time-based workflows or scheduled processes in process builder. However, when a user submits an article for approval I am not 100% clear on what happens if my approval process locks the record for editing. Can I still rely on my workflows or automated processes to update fields even if the record is locked for editing, or is it unreliable to depend on the automated field updates?



      Note, that you can assume the user submitting the record for approval has all required edit object and field level permissions.





      workflow process-builder approval-process knowledge





      share|improve this question











      share|improve this question




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      asked Aug 19 at 6:25









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          The short answer is yes, you can still rely on workflows or automated processes to update fields even if the record is locked by an Approval process.



          Actually, Approval Process doesn't lock records for updates how for example FOR UPDATE SOQL does. Approval Process just prevents Users to update a record. And actually, not all users - Admins and whoever you specify still can edit the record.



          Here's some doc on who can edit it: https://help.salesforce.com/articleView?id=approvals_create_recordeditability.htm&type=5






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            The short answer is yes, you can still rely on workflows or automated processes to update fields even if the record is locked by an Approval process.



            Actually, Approval Process doesn't lock records for updates how for example FOR UPDATE SOQL does. Approval Process just prevents Users to update a record. And actually, not all users - Admins and whoever you specify still can edit the record.



            Here's some doc on who can edit it: https://help.salesforce.com/articleView?id=approvals_create_recordeditability.htm&type=5






            share|improve this answer
























              up vote
              2
              down vote



              accepted










              The short answer is yes, you can still rely on workflows or automated processes to update fields even if the record is locked by an Approval process.



              Actually, Approval Process doesn't lock records for updates how for example FOR UPDATE SOQL does. Approval Process just prevents Users to update a record. And actually, not all users - Admins and whoever you specify still can edit the record.



              Here's some doc on who can edit it: https://help.salesforce.com/articleView?id=approvals_create_recordeditability.htm&type=5






              share|improve this answer






















                up vote
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                down vote



                accepted







                up vote
                2
                down vote



                accepted






                The short answer is yes, you can still rely on workflows or automated processes to update fields even if the record is locked by an Approval process.



                Actually, Approval Process doesn't lock records for updates how for example FOR UPDATE SOQL does. Approval Process just prevents Users to update a record. And actually, not all users - Admins and whoever you specify still can edit the record.



                Here's some doc on who can edit it: https://help.salesforce.com/articleView?id=approvals_create_recordeditability.htm&type=5






                share|improve this answer












                The short answer is yes, you can still rely on workflows or automated processes to update fields even if the record is locked by an Approval process.



                Actually, Approval Process doesn't lock records for updates how for example FOR UPDATE SOQL does. Approval Process just prevents Users to update a record. And actually, not all users - Admins and whoever you specify still can edit the record.



                Here's some doc on who can edit it: https://help.salesforce.com/articleView?id=approvals_create_recordeditability.htm&type=5







                share|improve this answer












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                answered Aug 19 at 7:20









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