I want to lock some deal properties from being edited after the contract for said deal becomes active. Is this possible?
Unfortunately, you can’t lock a deal property based on a trigger like a stage change or contract status in HubSpot.
What you can do (on Professional or Enterprise plans) is restrict editing access to certain deal stages — so only specific users or teams can edit deals in those stages. But this doesn’t apply to individual properties, and it’s not dynamic at the property level.
A common workaround is using workflows to revert changes or notify admins if a “locked” property is edited after a certain stage.
Hope that helps!
Hi @aelrefai @GerardoMuro, I hope that you are well!
Thanks for asking the HubSpot Community @aelrefai!
@GerardoMuro, thanks for your help! Could you share more details on how to setup the workflow to help @aelrefai, please?
Also, I wanted to share the article to “Manage view and edit access for properties” which I think it’s the one you were referring to @GerardoMuro.
This article “Restrict deal, ticket, and custom object editing access by pipeline stage (Professional and Enterprise only)” might be of interest to you @aelrefai!
Have a great day and thanks so much!
Bérangère
Hi @BérangèreL @aelrefai ,
Of course, I can help!
To solve this issue, we need to follow a few preliminary steps:
- Create backup properties:
In this case, you’ll need to create backup properties that will store the original values. These values should be copied using a workflow triggered when a deal enters a specific stage. The workflow should copy the value from the original property into the corresponding backup property.
- For added security, you can restrict access to the backup properties in their configuration settings.
- Restore the original value if it changes:
Set up a second workflow that triggers whenever someone changes the original property. This workflow should restore the original value from the backup property. Additionally, you can add an action to send a notification to an admin or another responsible person.
Let me know if you’d like help setting up these workflows or if this approach meets your requirements.