Hi everyone,
I’m trying to figure out if it’s possible to create a workflow that locks a property in place after certain conditions are met.
The one I want to lock is “Deal Amount”. Currently, it gets autofilled by another workflow, based on a mix of calculated and manually updated fields (it’s a forecasting formula).
Problem is that after a deal gets closed, the amount could still change if the forecasting formula changes later and that way we will not have an accurate representation of the actual deal amount at the time it was closed.
I’m trying to create a workflow that immediately locks the deal amount after the deal gets closed and doesn’t allow the forecasting formula to affect it, but I’m unable to find a solution. Any suggestions?
Hi @PPenev_1,
That’s unfortunately not possible - it’s not possible to lock a property in a way that would prevent workflows from updating it.
Have you considered simply limiting the triggers of the other workflow to not touch deals which are closed? That seems to be the quickest solution to me.
Best regards!
Thank you for the quick response! I did the adjustments as suggested and it does make a lot of sense. I added one additional step to basically copy the deal amount from the calculated field to the “Deal Amount” field if the formulas had been updated prior to the deal being closed, so I’m assuming now the field will not populate if these criteria are not met.
Best regards,
Plamen Penev
@PPenev_1 I’m not able to evaluate the workflow without seeing the branch criteria but if it works as expected, that’s great 
Sorry for that, here is the branch criteria to provide better clarity
Great, thank you so much for your help!
Hey @PPenev_1
If you are updating the amount by any other formula or workflow
this will be updated.
I’d use a copy of the amount in other property for the calculations
or to store historic information
@Lucila-Andimol this wouldn’t limit updates via workflow.
If he uses a custom property to copy the value
or if he updates the makes the calculation before reaching the closed won stage
this 'll work.
@Lucila-Andimol unfortunately not, see here. Set up and manage object pipelines
Please note: even if a stage is limited to admins, the following behavior is expected:
- Deals in the stage can still be edited through workflows, the forecast tool, and API requests passed without an associated user ID.
Hey @Lucila-Andimol , thank you for your feedback! I just went again through the thread and if I understand correctly, regardless of the conditions I’ve put in place, the amount will still get updated regardless? So, for example if I change the values of the formula I’ve used after the deal got closed, it will still update the deal amount via the workflow, even though I’ve set a condition for it not to do so after a deal has entered the closed won stage? In this case the best solution would be to create a custom property and copy the actual amount there, you’re right. Thanks both to you and @karstenkoehler for all the advice!
