I have a requirement that user can't add child records once the parent records is submitted for approval. In the approval process, parent record gets locked but I also want to prevent child records to be created.
I have a requirement that user can't add child records once the parent records is submitted for approval. In the approval process, parent record gets locked but I also want to prevent child records to be created.
Best Answer
This mechanism will work for both master detail and lookup without resorting to code:
the value of 'locked' to true
The advantage to handling this via a validation rule is that you can give the user a friendly error message and attach it to the lookup/master detail field if you want.