Locking items

Items may be locked based on their workflow state. Locked items cannot be edited and actions you can perform on them are limited depending on your security permissions.

For example, a document may be locked when it is in an Awaiting Approval state to maintain the integrity of the completed draft. Items are only unlocked when they move to a state that removes the lock.

If an item is locked, you can view the reason it is locked. See Viewing item lock information.

Note:  If you have administrative privileges, you can configure workflow states to lock items. See Adding workflow states.

Locked issue actions

Allowed	Not allowed
Entering workflow events	Editing fields
Adding, editing, and viewing links	Adding and removing file and source control attachments
Viewing, sending, and replying to email	Bulk field changes
Updating folders issues are included in	Assigning issue numbers
Creating related test cases	Renumbering issues
Creating related requirements	Merging issues
Printing issues

Locked requirement actions

Allowed	Not allowed
Entering workflow events	Editing fields
Adding and removing requirements in documents	Adding and removing file and source control attachments
Adding, editing, and viewing links	Bulk field changes
Viewing, sending, and replying to email	Assigning requirement numbers
Updating folders requirements are included in	Renumbering requirements
Generating test cases
Creating related requirements
Creating related issues
Printing requirements

Locked document actions

Allowed	Not allowed
Entering workflow events	Editing fields
Adding, editing, and viewing links	Adding and removing file and source control attachments
Viewing, sending, and replying to email	Adding, reordering, and removing requirements in documents
Updating folders documents are included in	Bulk field changes
Creating snapshots	Assigning requirement document numbers
Printing requirement documents	Renumbering requirement documents

Locked test case actions

Allowed	Not allowed
Entering workflow events	Editing fields
Adding, editing, and viewing links	Adding and removing file and source control attachments
Viewing, sending, and replying to email	Bulk field changes
Updating folders test cases are included in	Assigning test case numbers
Generating test runs	Renumbering test cases
Printing test cases

Locked test run actions

Allowed	Not allowed
Entering workflow events	Editing fields
Adding, editing, and viewing links	Adding and removing file and source control attachments
Viewing, sending, and replying to email	Bulk field changes
Updating folders test runs are included in	Assigning test run numbers
Creating related issues	Renumbering test runs
Printing test runs