Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up a Business Process to Lock Records >
Creating a Business Process to Lock Solution Records
You can create a business process to lock solution records so that when a solution has been approved by Marketing and Legal (that is, the Marketing Approval and Legal Approval check boxes are selected), all fields in the solution record are locked (except for the Expiration Date), and you cannot edit or delete the solution record. Use the following procedure to create a business process to lock solution 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 solution 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 solution records in Oracle CRM On Demand Life Sciences Edition
- In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
- Click New on the Process List page and on the Process Edit page:
- Enter a name for the process in the Process Name field, for example, Locking a Solution Record.
- In the Object Name field, select Solution from the menu.
The Transition field automatically displays Status by default.
- (Optional) In the Description field, enter a description of the business process.
- Click Save.
- On the Process List page, open the business process (Locking a Solution Record) that you just created.
- 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:
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|
Disable Delete/Remove Check Box |
Approved NOTE: For the Approved state, add also the following status validation information in the Condition text box: [<MarketingApproval>]= 'Y' AND [<LegalApproval>]='Y' .
|
Selected |
Selected |
Draft |
Not selected |
Not selected |
Obsolete |
Selected |
Selected |
- On the Process Detail page in the Transition States section, configure the transition states:
- Open the transition state.
- 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.
For example, for the Approved state, select read-only for all fields except the Expiration Date field.
- 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:
|
|
Disable Create/Add Check Box |
|
Disable Delete/Remove Check Box |
Approved |
Books |
Not selected |
Selected |
Selected |
Messaging Plans |
Not selected |
Selected |
Selected |
Messaging Plan Items |
Not selected |
Selected |
Selected |
Messaging Plan Item Relations |
Not selected |
Selected |
Selected |
Related Solutions |
Not selected |
Selected |
Selected |
Draft |
Books |
Selected |
Not selected |
Not selected |
Messaging Plans |
Selected |
Not selected |
Not selected |
Messaging Plan Items |
Selected |
Not selected |
Not selected |
Messaging Plan Item Relations |
Selected |
Not selected |
Not selected |
Related Solutions |
Selected |
Not selected |
Not selected |
Obsolete |
Books |
Selected |
Selected |
Selected |
Messaging Plans |
Selected |
Selected |
Selected |
Messaging Plan Items |
Selected |
Selected |
Selected |
Messaging Plan Item Relations |
Selected |
Selected |
Selected |
Related Solutions |
Selected |
Selected |
Selected |
- Click Save.
- Sign out of Oracle CRM On Demand, and then sign in again for the changes to take effect.
Solution Record State Stage Definitions
Table 14 describes the state stages for a solution record.
Table 14. Record State Stage Definitions for a Solution
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|
Approved |
The proposed solution has been approved. |
Draft |
The proposed solution is in draft status (and has not been approved yet). |
Obsolete |
The proposed solution is out of date (or invalid). |
|