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

Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition

A number of record types can be locked in Oracle CRM On Demand Life Sciences Edition. This task is a step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition.

NOTE:  Certain users are given the Override Process Administration privilege so that they can update locked records. Users who have the Override Process Administration privilege enabled for their role can fully interact with a record, that is, view, edit, or delete the record, even when the record is locked by a process administration rule. If a user has this privilege enabled, then Oracle CRM On Demand proceeds as if no process administration rules exist when the user interacts with the record type. For more information about the Override Process Administration privilege, see Oracle CRM On Demand Online Help.

To set up a business process to lock records in Oracle CRM On Demand Life Sciences Edition

1. Ask your company administrator to set up the Process Administration privilege for your role, as described in the following table.

   This privilege allows you to define role-based business processes with conditional state transitions and dynamic access controls.

   Category	Privilege	Assign
   Customization: Business Rules	Process Administration	Selected

   It is recommended that only Oracle CRM On Demand administrators have the authority to create, edit, and delete business rules. Sales representatives must not have this privilege set up.

2. Create a business process to lock records for each life sciences record type that you want to lock.

   Each business process must define the primary values, transition states, and field setup for the record type as required. See the following topics for more information:

   • Creating a Business Process to Lock Call Activity Records
   • Creating a Business Process to Lock Sample Transaction Records
   • Creating a Business Process to Lock Messaging Plan Records
   • Creating a Business Process to Lock Solution Records
   • Creating a Business Process to Lock Validated Address Records 
   • Creating a Business Process to Lock Sample Request Records
   • Creating a Business Process to Lock Call Product Detail Records
   • Creating a Business Process to Lock Sample Disclaimer Records
   • Creating a Business Process to Lock Records in General 

     This business process applies to the following record types: Account, Business Plan, Lead, Objective, Opportunity, and Service Request.

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