Administering Oracle CRM On Demand > Business Process Management > Process Administration > Configuring the Field Set-up for Transition States
Configuring the Field Set-up for Transition States
You can specify how certain fields behave when a record is in the transition state by configuring the field set-up for the transition state.
To configure the field set-up for a transition state, complete the steps in the following procedure.
Before you begin. To perform this procedure, your role must include the Process Administration privilege.
To configure the field set-up for a transition state
- In the Process Detail page, click the link in the State field for the transition state for which you want to configure the field set-up.
- In the Transition State Detail page, scroll to the Field Set-up section of the page, and then click Add in the title bar of the section.
- In the Field Set-up Edit page, specify the behaviour of fields when a record of the record type specified in the process is in this transition state, as follows:
- Select the field in the Field list.
- Select the check box for the behaviour that you want to configure for the field.
NOTE: For information about restrictions that apply to configuring the field set-up for transition states, see Process Administration Functionality.
CAUTION: If you want to set a check box field as read-only, the field must already be displayed on the page layout where it is to be used. Otherwise, when the field is added to a page layout, an error message is displayed when users try to save a record of this type.
You can specify settings for up to five fields in the Field Set-up Edit page. If you want to specify settings for additional fields, you can repeat this procedure.
- Save your changes.
- Repeat Step 2 through Step 4 of this procedure as many times as necessary to set up all the fields that you want to configure for the transition state.
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