This improvement enforces lock checks on shared Forms templates, helping avoid accidental edits.
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What's changing?
Before this enhancement, integrations with TitanExchange could modify shared Forms templates without consistently checking whether a form was locked. This created a risk of unintended changes to standardized content across connected tenants. With TitanExchange Forms Lock, the system now enforces lock status during all template operations for Forms. A Locked indicator appears next to the name of locked forms on the Forms screen. When a form is locked, the edit icon is replaced with a view icon, and the Published/Unpublished status cannot be changed.
Before and After
Before (Current)
Open a shared Forms template in Enterprise Hub.
Make changes.
Save and close.
Lock status is not enforced.
Impact: Risk of unintended edits to shared templates.
After
Open a shared Forms template in Enterprise Hub.
Attempt to make changes.
TitanExchange checks lock status.
If locked, changes are blocked.
Only unlocked templates can be edited.
Impact: Protects shared templates from unwanted changes, improving control and governance.
Who uses this feature
All Business Types
Administrators, All office employees
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A regional team tries to adjust a shared Forms template but is blocked due to a lock set by the corporate office.
A technician using the mobile app relies on locked Forms to remain unchanged during active jobs.
A CSR attempts to update a checklist template but is prevented because it's locked for their tenant.
Commercial Service and Replacement
A multi-location business prevents site-specific edits to standard service templates by enforcing lock checks.
Office employees importing new Forms can't overwrite templates marked as locked.
Administrators distribute updates only after reviewing and unlocking templates.
Residential Construction
A Forms admin updates template layouts only after unlocking them.
Teams preparing for project launches avoid disruption from accidental template edits.
Office employees importing Forms see a warning when trying to edit a locked template.
Commercial Construction
Centralized teams push out Forms templates and lock them to maintain uniformity.
Local branches can view templates but must request unlocks for edits.
Editing workflows respect lock enforcement, keeping shared processes intact.
How to Prepare?
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have TitanExchange Forms Lock and any prerequisite configurations enabled.
Identify which Forms templates in your TitanExchange should be locked to prevent unauthorized edits by connected tenant locations.
Train administrators on how to identify locked forms on the Forms screen using the new Locked indicator and information popover.
If your team integrates with TitanExchange APIs, review the updated integration documentation to confirm that your integration handles lock status checks correctly.