Configuring the Lock Function
1. Click the Add Status link to add a new Checked out status.
2. Save the changes.
3. Click State transition in the context menu to add the required inbound and outbound state transitions.
◦ Inbound transition:
▪ From: Draft
▪ To: Checked out
▪ Name: Check out
▪ Actions: Update item properties:
▪ Locked by: Set to Value Current user
◦ Outbound transition:
▪ From: Checked out
▪ To: Draft
▪ Name: Check in
▪ Permitted: No one, except for Locked by
▪ Actions: Update item properties:
▪ Locked by: Clear
4. Navigate to the Fields tab and change the field configuration to prevent anyone but the Locked by user editing the item, while it is in Checked out state.
a. Change the Document name field permissions to Per Status as per below:
▪ Default:
▪ Checked out: read for all, edit only for Locked by
b. Change the permission settings of the Locked by field to read only, as it is only changed by workflow actions.
c. Change the permission settings of the following fields to Same as Document name:
▪ Parent
▪ Status
▪ Assigned to
▪ Document
5. Save the configuration.