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I have the requirement that when a Lead is set to "Closed-not converted", the annual revenue field should be set to read-only.

I tried creating 2 page layouts and 2 record types and written a workflow that would update the recordtype once the lead status changes to this status but it's not working.

Any help would be appreciated!

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A couple of things on this one.

You don't need a trigger to change a record type. A workflow + field update of the recordtype should just work fine.

I tested your exact scenario and this should just work.

A couple of things you should want to check:

  • check that your record type is available to your users
  • if you are testing this as an admin, remember that fields marked as read only on the page layout, you are still able to edit those as an admin
  • try by adding the lead record type field to your page layouts to be 100% sure of the current record type of your record

If that still doesn't work, I suggest that you post a screenshot of your workflow rule + your workflow action(s).

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object must not be edited

If I were you I use validation rule for this job :)

ISPICKVAL(PRIORVALUE(LeadStatus), "closed- not converted")

This is simple solution and easier to manage

Ps. Isn't then better solution to just lock record? For example in approval process?

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  • Hi annual revenue field must become readonly Feb 6 '14 at 10:58
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    When anything cant be changed then all fields are read-only :) But If you want to allow change other fields then you have to either use 2 layouts and 2 recordtypes (which could be hard to manage in future) or Visual Force page (which is too much work to just block one field) Feb 6 '14 at 11:02

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