How To Unlock and Modify Records That Have Been Approved?

By default, records sent for approval are automatically locked. To unlock and modify them during or after the approval process, what is the normal process?

Generally, records sent for approval should not be modified. If changes are needed during or after the approval process, the records should not be directly unlocked, as this would undermine the approval process.

Therefore, in Design Mode, the approval advanced settings will have the "Lock record when approval starts" option checked by default.

Normal Process

If a record needs to be modified during or after the approval process, a user with sufficient access rights should click Cancel Approval. If "Lock record when approval starts" is enabled, the record will automatically unlock when the approval is canceled. After completing the modifications, the record can be resubmitted for approval.

Special Scenario

If there are other factors preventing the cancellation of the approval and unlocking, you can manually click Unlock record in the lower right corner.