While trying to import journals, the user gets an error “This record has been locked by a user defined workflow.”

Scenario

While trying to import journals, the user gets an error “This record has been locked by a user defined workflow.”

Solution

This can be caused by a Workflow enabled for Journals which locks the records. The Event Type and Context has to be set on the Lock Record action:

  1. Navigate to Customization > Workflow > Workflows
  2. Click Edit by the desired workflow
  3. Double-click on State with the Lock Record action
  4. Click Lock Record action
  5. Even Type: Select Edit and View
  6. Context: Select User Interface
  7. Click Save

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