Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up a Business Process to Lock Records >

Creating a Business Process to Lock Sample Disclaimer Records

You can create a business process to lock sample disclaimer records so that when a sample disclaimer has been approved, all fields in the sample disclaimer record are locked (except for the Expiration Date), and you cannot edit or delete the sample disclaimer record.

Use the following procedure to create a business process to lock sample disclaimer records in Oracle CRM On Demand Life Sciences Edition that satisfy this condition. This task is a step in Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition.

NOTE:  This procedure is only an example. Configuring a business process to lock sample disclaimer records varies according to Oracle CRM On Demand installation, and depends on the customer's business rules for locking data.

To create a business process to lock sample disclaimer records in Oracle CRM On Demand Life Sciences Edition

1. In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
2. Click New on the Process List page and on the Process Edit page:
   1. Enter a name for the process in the Process Name field, for example, Locking a Sample Disclaimer Record.
   2. In the Object Name field, select Sample Disclaimer from the menu.

      The Transition field automatically displays Status by default.

   3. (Optional) In the Description field, enter a description of the business process.
   4. Click Save.
3. On the Process List page, open the business process (Locking a Sample Disclaimer Record) that you just created.
4. On the Process Detail page, click Add in the Transition States section, and set up the transition states for the business process as described in the following table.

   State	Disable Update Check Box	Disable Delete/Remove Check Box
   Active	Selected	Selected
   Expired	Selected	Selected
   Inactive	Not Selected	Not Selected

5. On the Process Detail page in the Transition States section, configure the transition states:
   1. Open the transition state.
   2. (Optional) On the Transition State Detail page, click Add in the Field Setup section, add the required fields for the transition state, select the read-only check box for the fields as required, then click Save.
   3. On the Transition State Detail page, click Add in the Related Access Control section, then add the related access controls for the transition state as described in the following table.

      State	Record Type	Disable Create/Add Check Box	Disable Update Check Box	Disable Delete/Remove Check Box
      Active	Related Disclaimer	Selected	Selected	Selected
      Expired	Related Disclaimer	Selected	Selected	Selected
      Inactive	Related Disclaimer	Not Selected	Not Selected	Not Selected

   4. Click Save.
6. Sign out of Oracle CRM On Demand, and then sign in again for the changes to take effect.