Locked Records by approval process are editable from Salesforce app when offline cache is enabled
Last updated 2018-06-18 ·Reference W-4693339 ·Reported By 1 users
In Salesforce for iOS and Android downloadable app, the record is locked during its approval process, the record is not locked and editable in offline edit mode.
NOTE: This issue has been shown to not affect Opportunities or Custom Objects
Locked standard object records should not be editable across all platforms when locked via an Approval process if the user doesn't have modify all data perms.
Locked records are editable in Salesforce app even if you don't have modify all data perms.
UPDATE as of 6/14/2018
Salesforce Engineering is addressing a regression on this issue found with the release and affected customers are asked contact Support to request additional assistance around Locking Child Objects for Offline Cache.
[As Admin user]
-1. Log into to fullsite as Admin user
-2. Create an Approval process below
Manage Approval Processes For: Object
Create New Approval Process: Use Jump Start Wizard
Approval Process Information
* Name: aplTest
* Unique Name: aplTest
Specify Entry Criteria
* Use this approval process if the following: formula evaluates to true
* Syntax: 1=1
* Automatically assign an approver using a standard or custom hierarchy field: Manager
-3. Click on "Active" button to activate the created approval process
-4. Change the action of "Record Lock" on "Final Approval Actions" section to "Unlock the record for editing"
-5. Turn on the following offline settings
Mobile Administration > Salesforce Offline
* Enable caching in Salesforce
* Enable offline create, edit, and delete in Salesforce
-6. Create an affected user
-6.1. Set any user as Manager
-6.2. Add CRUD perm except "Modify All" on both Parent and Child object
-6.3. Make sure "Modify All Data" of Admin Permissions is NOT enabled on the profile
[As Affected user]
-7. Log into the org in fullsite as the created user step.7
-8. Create a record
-9. Submit record for approval.
-10. Make sure the "Pending for first approval" is in "Pending" status
-11. Log into the org into Salesforce for iOS or Android
-12. Navigate to Record's tab in stage left, tap on the record and run Edit action
-13. You should see you can edit the record name without any error such as "the entity is locked for editing"
Disable the following option under setup "Enable offline create, edit, and delete in Salesforce for Android and iOS "
Reported By (1)
Is it Fixed?
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