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Administering Oracle CRM On Demand > Business Process Management > Process Administration > About Transition States and Transition Fields in Process Administration
About Transition States and Transition Fields in Process Administration
In a process for a record type, you set up a number of transition states. A transition state represents a state that a record enters when certain conditions are met. A transition field is a picklist field on the record type that determines the transition of a record from one transition state to another. The picklist field for a process is identified in the definition of the process.
In a process, each value in the transition field can be linked to one transition state. For each transition state, you can specify the following information:
- Condition. The condition determines whether a record can move to this transition state.
- Error message. The error message appears if the condition is not met when a user tries to move a record to this transition state.
- Record access controls. The record access controls determine what actions users are prevented from performing on a record when the record is in the transition state. You can prevent users from deleting or updating records in the transition state.
- Field setup. The field setup determines the behavior of certain fields when a record is in the transition state.
- Related access controls. The related access controls determine what actions users are prevented from performing on related records when the parent record is in the transition state.
For example, you can set up a process for the Solution record type, using the Status field as the transition field, and add three transition states to the process, one for each of the following status values: Draft, Approved, and Obsolete. You can then prevent users from deleting solutions that are in the transition state for the Approved status, or prevent users from updating solutions that are in the transition state for the Obsolete status, and so on.
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