Goto Setup.Then search 'Process Automation Settings' in search box. There you click the checkbox 'Enable record locking and unlocking in Apex' From this you can enable the record locking and unlocking by apex code. Then the code for unlocking the record :-
How do I edit a record type in Salesforce?
Click Edit next to the appropriate type of record. Select a record type from the Available Record Types list and add it to the Selected Record Types list. Master is a system-generated record type that's used when a record has no custom record type associated with it.
How do I add a new record type to a profile?
Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record. Select a record type from the Available Record Types list and add it to the Selected Record Types list.
How do I edit a list view by a single record type?
If an object uses Record Types, you must set up a "Record Type" List View Filter to filter the list view by a single record type. Inline editing only works for lists that have been filtered for a single record type. Example: "Record Type EQUALS Business Account" or "Record Type EQUALS <blank>" (for records that don't have a record type)
What is master record type in Salesforce?
Master is a system-generated record type that's used when a record has no custom record type associated with it. When you assign Master, users can't set a record type to a record, such as during record creation. All other record types are custom record types. From Default, choose a default record type.
How do you make a field editable in a list view in Salesforce?
Conveniently edit fields on records directly from a list view....To edit fields in one row of a list view:From the list, hover over the cell to edit, and then click. . Or, double-click the cell.Make your change in the editable cell or cells. A Save button appears at the bottom of the list view.Click Save.
How do I enable inline editing in list views?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save.
How do I disable inline editing in list View Salesforce?
Salesforce: Disable Inline EditingYou can set the assignment rules to be checked by default on page layout, which will then allow the assignment rules to be triggered. ... The other option is to globally disable inline editing in the org; Go to Your Name> Setup> Customize> User Interface> Uncheck "Enable Inline Editing"
How do I give access to Listview in Salesforce?
Salesforce ClassicNavigate to Setup | Manage Users | Public Group.Click New.Name the Public Group via the "Label" field.Select Users under the "Search" drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.
Why is field not editable in list View Salesforce?
The Name field cannot be edited in inline editing. The reason being Name field are 2 fields joined together (First Name and Last Name). A field must also be on at least one page layout in order to inline edit in a List View.
Why inline editing is disabled Salesforce?
For inline editing on the list views, you must have to filter the list view with one record type. NOTE: If you don't have any record type on the object, then create a Master record type and filter the list view with record type.
How do I edit list view in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.
What is enable inline editing in Salesforce?
What is Inline Editing in Salesforce? Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report.
How do you filter a list view by record type?
The Opportunities board can only display list views with records of a single record type. To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want.
How do I unlock filters in list view Salesforce?
List View Filter option is Blocked in Community PageClick affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
How do I change permissions on a view?
Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets. In the dialog box that appears, enable or disable the permission. In some cases, changing a permission can also change other permissions.
How do I enable list view controls in Salesforce?
Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...
What is record type assignment?
The record type assignment simply specifies that the user can use that record type when creating or editing a record.
Can you select a master record type?
Users can’t select the Master record type. Users are prompted to select a record type. Users are prompted to select a record type. In their personal settings, users can set an option to use their default record type and not be prompted to choose a record type.
Can you specify a record type in a profile?
Users can view their default record type and edit record type selection in personal settings. You can’t specify a default record type in permission sets. In Profiles: You can assign the master record type in profiles, but you can’t include custom record types in the profile.
How to view default record type?
If your organization uses person accounts, you can view the record type defaults for business accounts and person accounts. Go to Account Record Type Settings in the profile detail page. Clicking Edit in the Account Record Type Settings is another way to begin setting record type defaults for accounts.
What happens after you create record types?
After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.
What is a master record?
Master is a system-generated record type that's used when a record has no custom record type associated with it. When you assign Master, users can't set a record type to a record, such as during record creation. All other record types are custom record types. From Default, choose a default record type.
Can you see records in a profile?
Users can view records of any record type, even if the record type is not associated with their profile.
Can you view records of any record type?
Users can view records of any record type, even if the record type is not associated with their profile. You can associate several record types with a profile. For example, a user needs to create hardware and software sales opportunities.
