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Adding Transition States to Processes

In a process, you can link each value in the transition field to one transition state. For more information about transition fields and transition states, see About Transition States and Transition Fields in Process Administration.

To add a transition state to a process, complete the steps in the following procedure. This task is a step in Process of Setting Up Processes in Oracle CRM On Demand.

Before you begin. To perform this procedure, your role must include the Process Administration privilege.

To add a transition state to a process

  1. In the Process List page, click the Process Name link for the process to which you want to add the transition state.
  2. In the Process Detail page, scroll to the Transition States section of the page, and then click Add in the title bar of the section.
  3. In the Transition State Edit page, fill in the transition state information.
  4. Save your changes.
  5. Repeat Step 2 through Step 4 of this procedure for each transition state that you want to add to the process.

The following table describes some of the transition state fields. The headings in the Key Information section and the Validation section of the page in Oracle CRM On Demand show the name of the transition field.

Field

Description

Key Information

State

The transition field value that identifies this transition state. Each transition field value can be used with only one transition state in the process. When a value has been used with a transition state, the value is removed from the picklist of values in the State field.

Category

(Optional) The sales category that the transition state is associated with.

Description

(Optional) A description of the transition state.

Validation

Condition

(Optional) A condition that determines whether a record can move to this transition state.

You can enter an expression directly in the text box, or click the fx icon to open the Expression Builder window, where you can define an expression. For more information about Expression Builder, see Expression Builder.

Do not use any calculated fields in the expression. Calculated fields are not supported in expressions in the Condition field on transition states.

If the condition that you specify is not met when a user tries to move a record of the record type specified in the process to this transition state, then an error message appears and the user’s changes are not saved.

Error Message

(Optional) The text of the error message that appears if the condition set for the transition state is not met when a user tries to move a record of the record type specified in the process to this transition state.

Record Access Control

Disable Update

(Optional) If this check box is selected, then users, including external applications, cannot update records of the record type specified in the process when the records are in this transition state.

Disable Delete/Remove

(Optional) If this check box is selected, then users, including external applications, cannot delete records of the record type specified in the process while the records are in this transition state.

Also, if a record in this transition state is a child of a parent record, then users cannot remove the record from the relationship if doing so results in the child record being deleted from Oracle CRM On Demand.

However, if removing the child record from the relationship with the parent record does not result in the child record being deleted from Oracle CRM On Demand, then the record can be removed from the relationship while the record is in this transition state, but it cannot be deleted.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.