| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 218 |
| Technical Name |
bd_lock_record |
| License | LGPL-3 |
| Website | https://www.beyondatagroup.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 218 |
| Technical Name |
bd_lock_record |
| License | LGPL-3 |
| Website | https://www.beyondatagroup.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Lock Records
ADD A PERSONAL TOUCH AND AID IN NAVIGATION AND ORGANIZATION
This customization not only adds a personal touch to the interface but also aids in efficient navigation and organization within the Odoo system.
Supported Editions
Lock Records
Community
Enterprise
odoo
sh.
KEY HIGHLIGHTS
Lock Records
Easy Configuration
The Lock Record module is easy to configure, enabling admins to set date-based or state-based locks in Odoo.
Date-Based Record Locking
Lock records based on a selected date field (e.g., order date, invoice date) compared to a configurable lock date.
Stage wise Lock Records
Restrict modifications when a record reaches a specific workflow state (e.g., "Posted", "Approved", "Done").
Model-Based Record Locking
Define locking rules for any Odoo model (e.g., Sales Orders, Invoices, Purchase Orders, Stock Moves).
Custom Warning Messages
Display user-defined warning messages when users attempt to edit locked records.
Company-Specific Locking
Apply locking rules per company, ensuring multi-company compatibility.
Company-Specific Locking
Apply locking rules per company, ensuring multi-company compatibility.
Security & Access Control
Restrict unlocking functionality to users with specific access rights (e.g., Edit Lock Records).
Overview
Lock Records
This module allows you to lock records in Odoo, stopping users from making changes once certain conditions are met.
Administrators can set locking rules based on workflow stages, user roles, or custom triggers.
It helps protect data by preventing unauthorized changes, making it useful for businesses that need controlled record management.
This module allows you to lock records in Odoo, stopping users from making changes once certain conditions are met. Administrators can set locking rules based on workflow stages, user roles, or custom triggers. It helps protect data by preventing unauthorized changes, making it useful for businesses that need controlled record management.
Screenshots
Lock Records
Configuration
Lock Rule Configuration
Go to Settings -> User & Companies -> Companies and select the company for which you want to lock the records.
Select the Lock Record Configuration tab.
Click on "Add a line" to configure locking conditions with the following fields:
1. Select Model (model_id) – Choose the Odoo model where locking should apply
(e.g., sale.order, account.move).
2. State Field (state_field_id) – Choose a selection field that determines the
record's workflow stage.
3. Selection Value (selection_value) – Select the specific state at which records
should be locked.
4. Set Lock Date (lock_date) – The date beyond which records will be locked.
5. Define Warning Message (warning_message) – Custom message displayed when users
attempt to modify locked records.
Whenever a user opens, edits, or tries to delete a record in the configured model, Odoo
performs a lock check.
Lock Record Enforcement (Automated Process)
The system evaluates: If the record’s Compare With field date is before the lock_date, the record is locked.If State Field is defined, the record is locked only if it matches the specified Selection Value.
If both date-based and state-based conditions are met, the record becomes read-only.
Lock Enforcement in UI (User Interface)
User tries to edit a locked record:Locked records cannot be edited or deleted.A warning message is displayed when users attempt changes.
Overriding the Lock by an Authorized User
A user with the access right to Edit the Lock Record can modify a locked record as needed.
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