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Example of Using Processes to Lock Records

This topic gives an example of creating a process to support the scenario described in Scenario for Locking Activity Records. You might use this feature differently, depending on your business model.

You create a process that limits the actions that users can perform, as follows:

  • When the status of the record is Completed, users cannot delete the record.
  • When the status of the record is Submitted, the following happens:
    • Users cannot update or delete the record, or link other records to the call activity record.
    • All fields on the call activity record are read-only.
  • The process applies to account calls and professional calls but not to general calls.

To set up a process to lock call activity records

  1. In Oracle CRM On Demand, create a process as follows:
    1. In the Process Name field, enter a unique name for the process.
    2. In the Object Name field, select Activity.

      When you select Activity in the Object Name field, the value in the Primary Field is automatically set to Call Type. The Transition Field is automatically set to Status. For more information about creating processes, see Creating Processes.

  2. Add the transition states shown in the following table to the process that you created in Step 1 of this procedure.

    For more information about adding transition states to processes, see Adding Transition States to Processes.

    State

    Disable Update Check Box

    Disable Delete/Remove Check Box

    Not Started

    Deselected

    Deselected

    In Progress

    Deselected

    Deselected

    Completed

    Deselected

    Selected

    Committed

    Selected

    Selected

  3. Restrict the process so that it applies to account calls and professional calls but not to general calls, by adding the Account Calls and Professional Calls primary values to the process.

    For more information about restricting processes, see Restricting Processes.

  4. On the Submitted transition state, configure the field setup, and select the Read-Only check box for all fields.

    For more information about configuring the field setup for transition states, see Configuring the Field Setup for Transition States.

  5. On the Completed and Submitted transition states, enable the appropriate access controls for the related record types.

    The settings for the check boxes are shown in the following table. For more information about enabling access controls for related record types, see Enabling Access Controls for Related Record Types.

    Transition State

    Related Record Type

    Disable Create/Add

    Disable Update

    Disable Delete/Remove

    Completed

     

    Message Responses

    Deselected

    Deselected

    Selected

    Products Detailed

    Deselected

    Deselected

    Selected

    Promotional Item Dropped

    Deselected

    Deselected

    Selected

    Samples Dropped

    Deselected

    Deselected

    Selected

    Sample Transactions

    Deselected

    Deselected

    Selected

    Signatures

    Deselected

    Deselected

    Selected

    Solutions

    Deselected

    Deselected

    Selected

    Submitted

     

    Attachments

    Selected

    Selected

    Selected

    Books

    Selected

    Selected

    Selected

    Contacts (M:M)

    Selected

    Selected

    Selected

    Custom Objects 01 through 03

    Selected

    Selected

    Selected

    Message Responses

    Selected

    Selected

    Selected

    Products Detailed

    Selected

    Selected

    Selected

    Samples Dropped

    Selected

    Selected

    Selected

    Sample Transactions

    Selected

    Selected

    Selected

    Signatures

    Selected

    Selected

    Selected

    Solutions (M:M)

    Selected

    Selected

    Selected


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