When a record is submitted for approval, it’s locked to prevent users from editing it during the classic approval process. Use the record editability properties to determine who can edit records that are locked in this classic approval process.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This
new feature provides a more flexible, user-friendly flow-based interface, and it can trigger
on record changes, supporting Apex extensibility and detailed logging for compliance and
audit trails. It supports dynamic routing based on data and business rules, unlike Classic
Approval Processes, which are tied to specific objects and offer limited support for
processes by using conditions. With Flow Approval Processes, you can monitor submitted
records and quickly identify bottlenecks, giving you unprecedented visibility into approval
workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume
automation credits or orchestration runs.
| Option | Description |
|---|---|
| Administrators ONLY... |
Default. Lets users edit the record that’s pending approval only if they have:
|
| Administrators OR... | Lets the assigned approver and admins edit the record. |
Note
- Even when a campaign is locked for approval, users can add campaign members to it.
- In Lightning Experience, you can't unlock Knowledge articles during an approval process.