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.
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 change fields |
| 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 change fields |
| 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 change fields |
| 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 change fields |
| Updating folders test cases are included in | Assigning test case numbers |
| Generating manual test runs | Renumbering test cases |
| Printing test cases |
Locked manual test runs 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 change fields |
| Updating folders manual test runs are included in | Assigning manual test run numbers |
| Creating related issues | Renumbering manual test runs |
| Printing manual test runs |