[Sireesha]

Hi ,

Is it possible to unlock the record or delete the locked record in the workflow.

Example : I have Journal Entry which is approved and is locked for editing.

I have a requirement that the controller should be able to delete the Journal Entry.How I do I make it possible without unlocking? Is it possible to unlock the record in the Workflow?
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[sklett]

Without seeing your entire workflow it’s difficult to give best practice advice, but at a minimum you can use an Action condition. Set Field to User Role, then select the Roles that are allowed (or disallowed) from the Lock Action. The Controller will then be able to edit the JE and delete it.

[Sireesha]

Thanks for the quick response Steve. We want the Controller to be able to only delete (the locked record, if needed)

[Sree]

Instead of Deleting, have you thought about having reverse date populated? Since the entry is approved, isn’t better idea to have the reverse date instead of delete? This will reverse the original approved posting (you can check NS help for other characteristics) so you actually don’t delete them but have the effect nullified and you can track them also. Just sharing my thought.

Or if delete is required (by the Controller?) then you may have to give access as per Steve suggestion, and have a transition on delete and user interface as happy path on for Controller, if not return user error. this is the high level can be thought at the minimum. Let me know how it works.

Thank you,

Sree

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