How do I lock a deal property based on a trigger?

[aelrefai]

I want to lock some deal properties from being edited after the contract for said deal becomes active. Is this possible?

[GerardoMuro]

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!

[BérangèreL]

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 Enterpri..." might be of interest to you @aelrefai!

Have a great day and thanks so much!
Bérangère

[GerardoMuro]

Hi @BérangèreL @aelrefai ,
Of course, I can help!

To solve this issue, we need to follow a few preliminary steps:

1. 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.
     

2. 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.