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Creating Processes

To create 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 create a process

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Business Process Management section, click Process Administration.
  3. In the Process List page, click New.
  4. In the Process Edit page, fill in the process information.
  5. Save your changes.

NOTE: The Order Number field and the Default check box that appear on the Process Detail page when you save a process are not used in the current release of Oracle CRM On Demand.

The following table describes the process fields. For more information about how these fields are used in the current release of Oracle CRM On Demand, see the restrictions listed in Process Administration Functionality.



Process Name

The record type for the process. For a list of the record types for which you can create processes, see Process Administration Functionality.

Primary Field

The name of the field in the record type that is to be used as a filter to restrict the process to certain records of the record type. This field is read-only. For the Activity record type, the default value in the Primary Field is Call Type. For other record types, the field is blank. For more information about primary fields, see About Primary Fields in Process Administration.

Transition Field

The name of the field in the record type that determines the transition of records from one transition state to another. This field is read-only. For all supported record types, the default value is Status. For more information about transition fields, see About Transition States and Transition Fields in Process Administration.


(Optional) A description of the process.

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