Record Locking Configuration APIs
Record locking configuration allows you to set up the configuration needed to lock the records in modules manually or automatically when certain conditions are met.
GET Record Locking Configuration
Purpose
To retrieve the record locking configuration for different modules.
Request Details
Request URL
{api-domain}/crm/{version}/settings/record_locking_configurations?module={module_API_name}
Supported modules
Leads, Accounts, Contacts, Deals, Tasks, Cases, Solutions, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Custom
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.settings.record_locking_configurations.Read
(or)
scope=ZohoCRM.settings.record_locking_configurations.ALL
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v5/settings/record_locking_configurations?module=Leads"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-X GET
Parameters
- modulestring, mandatory
Specify the API name of the required module to retrieve record-locking configuration with respect to that module.
- feature_typestring, optional
Use this parameter for filtering the required record-locking configurations.
Possible values: record_locking
Response JSON Keys
- created_time string
Represents the date and time at which the record-locking configuration was created.
- locked_for string
Represents whether records are locked for all profiles or all profiles with a few exceptions.
Possible values: all_profiles_except_excluded_profile, all_profiles - excluded_fieldsJSON Array
Represents the fields that are excluded from record locking
- api_namestring
Represents the API name of the fields that are excluded from record locking.
- id long
Represents the ID of the fields that are excluded from record locking.
- created_byJSON Object
Represents the name and ID of the user who created the record locking configuration.
- name string
Represents the name of the user who created the record locking configuration.
- idlong
Represents the ID of the user who created the record locking configuration.
- feature_typestring
Represents the feature type of record locking configuration.
- locking_rules JSON Array
Represents the details of rules added to lock the records in the module automatically.
- namestring
Represents the name of the record locking rule
- idlong
Represents the ID of the record locking rule.
- lock_existing_recordsboolean
Indicates whether the existing record must be locked or not.
- criteriaJSON Object
Specifies the criteria for record locking rule.
- group_operatorstring
Specifies the group operator used in the criteria.
Possible values: AND,OR - groupJSON Array
Represents the group of criteria for the record locking rule.
- comparatorstring
Represents the comparison operator used in the criteria.
- fieldJSON Object
Represents the field details for the criteria.
- api_namestring
Specifies the API name of the field.
- idlong
Specifies the ID of the field.
- valuestring
Specifies the value used in the criteria.
- restricted_actionsJSON Array
Specifies the actions that are restricted for locked records.
- lock_for_portal_usersboolean
Indicates whether locked records are restricted for portal users as well.
- modified_timestring
Represents the date and time at which the record-locking configuration was modified.
- restricted_communicationsJSON Array
Specifies types of communication that are restricted for locked records.
- system_definedboolean
Indicates whether the record configurations are system defined.
- modified_byJSON Object
Represents the name and ID of the user who modified the record locking configuration.
- name string
Represents the name of the user who modified the record locking configuration
- idlong
Represents the ID of the user who modified the record locking configuration.
- lock_typestring
Represents the type of the record locking configuration.
Possible values: manual, automatic,both
When lock type is automatic, records will be locked automatically when the criteria for locking is matched. When lock type is manual, users with lock permissions in their profile can lock records manually. - restricted_custom_buttonsJSON Array
Represents the custom buttons that are restricted for locked records.
- namestring
Represents the API name of the custom buttons that are restricted for locked records.
- idlong
Represents the ID of the custom buttons that are restricted for locked records.
- lock_excluded_profilesJSON Array
Represents the profiles that are restricted from locking.
- api_namestring
Represents the API name of the profiles that are restricted from locking.
- idlong
Represents the ID of the profiles that are restricted from locking.
Possible Errors
- NO_CONTENTHTTP 204
Record locking configuration is not configured in your org.
Resolution: Configure record locking configuration in your org. - REQUIRED_PARAM_MISSINGHTTP 400
One of the expected parameters is missing.
Resolution: The "details" key in the response gives the missing param in the request. Ensure that you include the params marked "mandatory" in the "Parameters" section. - INVALID_MODULEHTTP 400
The module name given seems to be invalid.
Resolution: Specify a valid module API name. - NOT_SUPPORTEDHTTP 400
The module name given is not supported for the feature.
Resolution: Specify a supported module API name. - INVALID_DATAHTTP 400
The id given seems to be invalid.
Resolution: Specify a valid record config id. - FEATURE_NOT_SUPPORTEDHTTP 400
Record Locking Configuration is not supported in your edition.
Resolution: Contact your administrator. - INVALID_REQUEST_METHODHTTP 403
The http request method type is not a valid one.
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above. - INTERNAL_ERRORHTTP 500
Internal Server Error.
Resolution:Unexpected and unhandled exception in the server. Contact support team.
Sample Response
Copied{
"record_locking_configurations": [
{
"created_time": "2023-08-26T18:11:14-04:00",
"locked_for": "all_profiles",
"excluded_fields": [
{
"api_name": "Description",
"id": "5843104000000002645"
}
],
"created_by": {
"name": "Patricia Boyle",
"id": "5843104000000424672"
},
"feature_type": "record_locking",
"locking_rules": [
{
"name": "lead conversion rule",
"id": "5843104000000820017",
"lock_existing_records": false,
"criteria": {
"comparator": "greater_than",
"field": {
"api_name": "Lead_Conversion_Time",
"id": "5843104000000280013"
},
"value": "10"
}
},
{
"name": "Last activity rule",
"id": "5843104000000820018",
"lock_existing_records": false,
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "less_than",
"field": {
"api_name": "Last_Activity_Time",
"id": "5843104000000052001"
},
"value": "2018-09-01T01:00:00-04:00"
},
{
"comparator": "less_than",
"field": {
"api_name": "Created_Time",
"id": "5843104000000002627"
},
"value": "2018-09-01T01:00:00-04:00"
}
]
}
}
],
"restricted_actions": [
"update",
"tags",
"convert",
"delete",
"change_owner"
],
"lock_for_portal_users": true,
"modified_time": "2023-09-07T22:31:35-04:00",
"restricted_communications": [
"send_mail"
],
"system_defined": false,
"modified_by": {
"name": "Patricia Boyle",
"id": "5843104000000424672"
},
"id": "5843104000000758004",
"lock_type": "both",
"restricted_custom_buttons": [
{
"name": "Send with Zoho Sign",
"id": "5843104000000485570"
},
{
"name": "Send with Zoho Sign",
"id": "5843104000000485606"
}
],
"lock_excluded_profiles": null
}
]
}