Card Lock
Card lock allows you to restrict users from editing the entire card or specific fields of the card. Using card lock you can:
-
Lock the entire card
-
Lock all the fields
-
Lock attachments
-
Lock comments
-
Disable lock
Card lock can be configured in the
After Transition
section of blueprints. Every card mapped to this blueprint triggers card lock when the associated transition is performed.
Business cases
-
Restrict users from editing the fields in a reimbursement card once the claim is approved
-
Restrict users from updating important attachments in the card
-
Avoid multiple updates to the same card by different users
-
Restrict uses from performing last minute updates to the card
Learn how to
lock the fields of Cards at different stages in Qntrl
.
Access privileges
Any user with permission to access
Settings
will be able to configure card lock.
How to lock a card
-
Navigate to
Boards
, hover over any specific
board
in the left panel and click
to choose Manage Board . (or)
-
Navigate to
to select a board . Learn more .
-
Navigate to Step 2:
Design
Blueprint
.
-
Select a transition and navigate to
After
section in the right panel.
-
In
Instant
or
Schedule
Actions
, click the
button next to Update Fields .
-
Search for ‘Card Lock’ in the field dropdown and select a relevant lock option.
-
Click
Apply
.
-
Save
the blueprint and
Publish
the
board
.
In the above reimbursement blueprint, once the action
Verify
Request
is complete, the entire card is configured to be locked, restricting users from modifying the card.
Executing card lock
-
Navigate to
Boards
and select the board in which card lock is configured.
-
Create a new card in the
board
.
-
Execute the card by clicking the transition buttons.
Once the transition 'Verify request' is performed, the entire card will be locked.
Note: Card lock can be tracked in the Activities section.
Unlock cards manually
Once a card is locked, it can only be unlocked by users with Admin profile.
-
Navigate to
Boards
and select a
board
from the left panel.
-
Select the locked card.
-
Click
at the top-right corner of the card.
-
Select
Unlock Card
from the drop-down.
The card will now be unlocked, and its fields can be edited.
Unlock cards automatically
Locked cards can be unlocked automatically right from the After section of blueprint transitions by selecting
Card Lock= Disable Lock
.
Any user with permission to access
Settings
will be able to configure disable lock option in blueprints.
For example, in the reimbursement process, once the claim is Approved, the lock can be disabled.
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