This article teaches you about how to lock forms, to prevent them from being edited.
Before you get started
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Forms should be locked to ensure they can no longer be edited by users. By locking a form, you also memorialize the field linked answers within it. So for example, if your form was linked to Accounts, and one of your fields on the form was Account Name, a locked form would retain the Account Name at the time of lock, even if in the future, the name of the Account changed.
You can lock forms in many different ways, including but not limited to:
Locking Forms Manually or with Salesforce Automation
Forms can be locked by manually by clicking on the Lock button on the Form Detail page.
You can also lock forms manually or automatically by toggling the Locked checkbox field on the form record. Consider configuring Process Builder, Workflow Rules, Flow, or Apex to automate locking to your unique needs.
Locking Forms with Form Lifecycle Settings
By setting Form Lifecycle Settings on Form Templates you can also choose to automatically lock forms a certain number of days after they are submitted.
Navigate to any Form Template in Salesforce, find the pencil icon on the right side of the page, and type in the number of days that make sense based on your requirements. Youreka runs a nightly batch to automatically lock forms after this number of days passes.
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