Lock and Unlock Custom Activities

Sri Sudhan

Updated 07 Jul 2026 | 04:48 PM

1. Feature Overview

After you post a custom activity on a lead, you can lock the activity to prevent users from updating or deleting it. This is useful for activities that contain computed values, such as incentives, loans, or interest rates, or critical customer data, such as passport or Aadhaar copies. When required, you can unlock these locked activities.

2. Prerequisite

You must be an account Admin to configure this feature.

3. How it Works

1. When you create or update a custom activity, on the Create/Update Custom Activity Type pop-up, enable the Lock Activity setting and select the user roles whose activity edit access you want to revoke.
2. Then, pass the Lock an Activity API to lock the custom activity type on which you enabled the Lock Activity setting.
   • You can also call a Lapp using an automation to lock this custom activity.
3. To unlock an activity, disable the Lock Activity setting, and pass the Unlock a Custom Activity API.

4. Lock a Custom Activity

To lock a custom activity that’s posted on a lead –

1. Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
2. Alongside the custom activity you want to lock, click the edit icon.
   • The steps below also apply when creating a new custom activity.
3. On the Update Custom Activity Type pop-up, enable the Lock Activity checkbox.
4. Then, select the user roles for which you want to lock the activity. Users in these roles can’t edit or delete the activity after it is locked.
5. Once you’re done, click Next, then click Save on the final screen.
6. Then, pass the Lock a Custom Activity API. After the API call succeeds, the selected user roles can’t edit or delete this custom activity posted on a lead.

5. Unlock a Custom Activity

To unlock a custom activity posted on a lead –

1. Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
2. Alongside the custom activity you want to unlock, click the edit icon.
3. On the Update Custom Activity Type pop-up, disable the Lock Activity checkbox.
4. Once you’re done, click Next, and click Save on the final screen.
5. Then, pass the Unlock a Custom Activity API. After the API call succeeds, the selected user roles will be able to edit this custom activity posted on a lead.

Any Questions?

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