| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 154 |
| Technical Name |
bd_lock_record |
| License | OPL-1 |
| 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 | 154 |
| Technical Name |
bd_lock_record |
| License | OPL-1 |
| 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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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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