To prevent users accidentally changing a business rule (company and system level), it is recommended that the business rule be locked.
When locked, you can still run or test business rules. Only the business rule record itself is locked and no updates to the business rule can be made. Components used within the business rules such as Lookup Functions, Other Business Rules, etc. are not locked and remain unaffected when the business rule using them is locked. When a locked Business Rule is copied, the copied Business Rule is unlocked and the rule can be edited and run.
The security role assigned to locking and unlocking business rules must have access to the appropriate Business Rules screens which is configured on the Security Role Maintenance screen. The role must be granted at least View and Edit rights to lock and unlock business rules.
Locking Business Rules
When a user's role has the Lock right to the Business Rules screen in addition to view and edit rights, they can lock the business rules by clicking on
button.
A Lock Business Rule pop-up box appears: "Are you sure you want to lock your Business Rule? Save before to ensure all your changes are not lost.". Make sure that all changes are saved first before the clicking
.
Unlocking Business Rules
When a user's role has the Unlock right to the Business Rules screen in addition to view and edit rights, they can unlock the business rules by clicking
.
The Unlock Business Rule pop-up box appears: "Are you sure you want to unlock your Business Rule?". Click to unlock.
Users who do not have unlocking rights will see the
and
buttons enabled when viewing locked business rules.
Things to Note
Locked business rules can be easily identified by adding the Locked column on the Configuration Rules grid on the Business Rules screen.
When business rules are locked they are still available to be used in Other Business Rules (cascading) and in processes that uses business rules such as Cost Estimates, Quick Workflows, etc.
A user must have Add access rights in order for the
to be enabled on screen.