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Administering Oracle CRM On Demand > Business Process Management > Process Administration > Restricting Processes

Restricting Processes

To restrict a process so that it applies only to certain records of that record type, you specify which values in the primary field in the record type are valid for the process. For more information about primary fields, see About Primary Fields in Process Administration.

To restrict a process, complete the steps in the following procedure.

Before you begin. To perform this procedure, your role must include the Process Administration privilege.

To restrict a process

1. In the Process List page, click the Process Name link for the process that you want to restrict.
2. In the Process Detail page, scroll to the Primary Values section of the page, and then click Add in the title bar of the section.
3. In the Primary Value Edit page, in the Value field, select the values to which the process is to be restricted.

   You can select up to five values in the Primary Value Edit page. If you want to select additional values, you can repeat this procedure.

4. Save your changes.
5. Repeat Step 2 through Step 4 of this procedure as many times as necessary to add more primary values.