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

Creating a Business Process to Lock Call Activity Records

You can create a business process to lock call activity records (of type Account Call, Attendee Call, and Professional Call) so that when the status of the call activity changes to a given value, the call activity record and all associated child records (Sample Dropped, Products Detailed, and Promotional Items Dropped) are locked; that is, you cannot delete or modify them.

The following conditions apply to Account, Attendee, and Professional (Contact) Call activity record types:

• When the call activity status is set to In Progress, you can add, update, and delete records of the type Samples Dropped, Products Detailed, and Promotional Items Dropped to the call activity.
• When the call activity status is set to Signed or Submitted, you cannot add, update, or delete records of the type Samples Dropped, Products Detailed, or Promotional Items Dropped to the call activity.
• When the call activity status is set to Signed, you cannot delete the call activity record or update the following fields in the call activity record because they are locked: Primary Contact, Account, Start Time, Duration, and End Time.

NOTE:  When process locking rules are triggered, Oracle CRM On Demand locks a parent record and its child records, for example, a Sample Request and Sample Request Items. In the case of an Activity record, its child record, Call Product Detail, can also have Structured Product Messaging records (Call Objective Plan, Call Objective, Next Call Objective, and Outcome) as its child records. In this case, the Structured Product Messaging (SPM) records are grandchildren records of an Activity record. To set up process locking for the Call Product Detail record and its child SPM records, you must set up two product locking rules: one for the grandparent Activity record as described in this topic, and one for the parent Call Product Detail record, as described in Creating a Business Process to Lock Call Product Detail Records.

Use the following procedure to create a business process to lock call activity records in Oracle CRM On Demand Life Sciences Edition that satisfy these conditions. 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 call activity 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 call activity 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 Call Activity Record.
   2. In the Object Name field, select Activity from the menu.

      The Primary Field automatically displays Call Type by default.

      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 Call Activity Record) that you just created.
4. On the Process Detail page, click Add in the Primary Values section, add the Account Call, Attendee Call, and Professional Call primary values, then click Save.
5. On the Process Detail page, click Add in the Transition States section, and set up the transition states described in the following table for the activity process:

   State	Disable Update Check Box	Disable Delete/Remove Check Box
   Not Started	Not selected	Not selected
   In Progress	Not selected	Not selected
   Planned	Not selected	Not selected
   Completed	Not selected	Selected
   Submitted	Selected	Selected
   Submitting	Not selected	Not selected
   Signed	Selected	Selected
   Deferred	Not selected	Selected

6. On the Process Detail page in the Transition States section, configure the transition states:
   1. Open the transition state.
   2. 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 Not Started and In Progress transition states, all fields must be available for update, so do not select read-only for any fields.
      • For the Completed transition state, select read-only for some fields but not for fields that must be available for update.
      • For the Submitted transition state, all fields must be locked so select read-only for all fields that you add.
   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
      Not Started In Progress Submitting	Attachments	Not selected	Not selected	Not selected
      	Books	Not selected	Not selected	Not selected
      	Contacts	Not selected	Not selected	Not selected
      	Custom Objects 1-3	Not selected	Not selected	Not selected
      	Message Responses	Not selected	Not selected	Not selected
      	Products Detailed	Not selected	Not selected	Not selected
      	Promotional Items Dropped	Not selected	Not selected	Not selected
      	Samples Dropped	Not selected	Not selected	Not selected
      	Sample Request	Not selected	Not selected	Not selected
      	Sample Transactions	Not selected	Not selected	Not selected
      	Signatures	Not selected	Not selected	Not selected
      	Solutions	Not selected	Not selected	Not selected
      Completed Deferred	Attachments	Not selected	Not selected	Selected
      	Books	Not selected	Not selected	Selected
      	Contacts	Not selected	Not selected	Selected
      	Custom Objects 1-3	Not selected	Not selected	Selected
      	Message Responses	Not selected	Not selected	Selected
      	Products Detailed	Not selected	Not selected	Selected
      	Promotional Items Dropped	Not selected	Not selected	Selected
      	Samples Dropped	Not selected	Not selected	Selected
      	Sample Transactions	Not selected	Not selected	Selected
      	Signatures	Not selected	Not selected	Selected
      	Solutions	Not selected	Not selected	Selected
      Submitted Signed	Attachments	Selected	Selected	Selected
      	Books	Selected	Selected	Selected
      	Contacts	Selected	Selected	Selected
      	Custom Objects 1-3	Selected	Selected	Selected
      	Message Responses	Selected	Selected	Selected
      	Products Detailed	Selected	Selected	Selected
      	Promotional Items Dropped	Selected	Selected	Selected
      	Samples Dropped	Selected	Selected	Selected
      	Sample Request	Selected	Not selected	Selected
      	NOTE:  This configuration allows for the status of the sample request to change but does not allow a new sample request to be added or the current sample request to be deleted. You must configure sample requests at the field level to lock down the sample request fields and allow updates to the status field. For more information on field level locking for sample requests, see Creating a Business Process to Lock Sample Request Records.
      	Sample Transactions	Selected	Selected	Selected
      	Signatures	Selected	Selected	Selected
      	Solutions	Selected	Selected	Selected

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

Call Activity Record State Stage Definitions

Table 11 describes the state stages for a call activity record of type account, attendee, or professional call.