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 Product Detail Records

You can configure a business process to lock call product detail records so that after a product is detailed during a call, it cannot be modified. For example, when the call product detail status is set to one of the following states, the following conditions apply:

• Pending. You can update the call product detail record and its associated PCD or SPM records:
  • Call Product Detail Message Response, which you can rename to Call Product Detail Outcome
  • Call Product Detail Messaging Plan, which you can rename to Call Product Detail Call Objective
  • Call Product Detail Messaging Plan Items, which you can rename to Call Product Detail Next Call Objective
• Signed. You cannot add any additional PCD or SPM records, nor delete any existing PCD or SPM records. However, Oracle CRM On Demand can update the status on PCD or SPM records.
• Voided. All PCD or SPM records are voided, and you cannot change them.

Use the following procedure to create a business process to lock call product detail 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 product detail 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 product detail 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 Product Detail Record.
   2. In the Object Name field, select Call Product Detail 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 Call Product Detail 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
   Pending	Not Selected	Not Selected
   Signed	Not selected	Selected
   Voided	Selected	Selected

5. 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 the Signed transition state, select read-only for all fields except the Status field.

   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
      Signed	Any of the following types: Call Product Detail Message Response, which you can rename to Call Product Detail Outcome Call Product Detail Messaging Plan Item, which you can rename to Call Product Detail Call Objective Call Product Detail Messaging Plan Items, which you can rename to Call Product Detail Next Call Objective	Selected	Not Selected	Selected
      Pending		Not Selected	Not selected	Not Selected
      Voided		Selected	Selected	Selected

      The related access control in the previous table prevents the creation, addition or deletion of SPM records while a sample request item is in the Signed state.

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