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

Creating a Business Process to Lock Records in General

You can create a business process to lock the following record types in general in Oracle CRM On Demand Life Sciences Edition so that when the status of the record changes to a given value, the record and all associated child records are locked; that is, you cannot delete or modify them:

• Account
• Business Plan
• Event
• Lead
• Objective
• Opportunity
• Service Request

For example, you can create conditions similar to the following to apply to these record types:

• When record type status is set to one of the following, you can add, update, and delete records as required: Active, Current, Qualifying, or Pending.
• When record type status is set to one of the following, you cannot add, update, or delete records because the records are locked: Inactive, Final Approved, Qualified, Won, or Open.
• When record type status is set to one of the following, you cannot delete the records or update certain fields in the record because they are locked: Closed, Submitted, Converted, or Lost.

Use the following procedure to create a business process to lock 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 records in general 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 records in general 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 XYZ Record, where XYZ is one of the following:
      • Account
      • Business Plan
      • Event
      • Lead
      • Objective
      • Opportunity
      • Service Request
   2. In the Object Name field, select XYZ from the menu.

      The Transition field automatically displays Status by default.

   3. (Optional) In the Description field, enter a description of the business process.
3. Click Save.
4. On the Process List page, open the business process (Locking XYZ Record) that you just created.
5. On the Process Detail page, click Add in the Transition States section, and set up the transition states for the record type accordingly.

   For example, the following table shows some transition states.  

   Record Type	State	Disable Update Check Box	Disable Delete/Remove Check Box
   Account	Active	Not selected	Not selected
   	Inactive	Not selected	Selected
   	Closed	Selected	Selected
   Business Plan	Current	Not selected	Not selected
   	Final Approved	Not selected	Selected
   	Submitted	Selected	Selected
   Event	Active	Not selected	Not selected
   	Cancelled	Not selected	Not selected
   	In Progress	Not selected	Not selected
   	Inactive	Not selected	Not selected
   	Planned	Not selected	Not selected
   	Completed	Selected	Selected
   Lead	Qualifying	Not selected	Not selected
   	Qualified	Not selected	Selected
   	Converted	Selected	Selected
   Objective	Current	Not selected	Not selected
   	Final Approved	Not selected	Selected
   	Submitted	Selected	Selected
   Opportunity	Pending	Not selected	Not selected
   	Won	Not selected	Selected
   	Lost	Selected	Selected
   Service Request	Pending	Not selected	Not selected
   	Open	Not selected	Selected
   	Closed	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, then select the read-only check box for the fields as required. For example:
      • For the following transition states, all fields must be available for update so do not select read-only for any fields: Active, Current, Qualifying, or Pending.
      • For the following transition states, select read-only for some fields but not for fields that must be available for update: Inactive, Final Approved, Qualified, Won, or Open.
      • For the following transition states, all fields must be locked so select read-only for all fields that you add: Closed, Submitted, Converted, or Lost.
   3. On the Transition State Detail page, click Add in the Related Access Control section, and add the access control for the transition state as required for related record types.

      The following table shows the access controls for some transition states for several related record types. These states are for the related record types that appear in the Related Access Control Edit page. For example, to set up the related type access controls for the Business Plan parent record type for the Closed transition state, you select a related record, such as Account Team from the Record Type* picklist, and set the three check boxes to Selected according to the table.

      Related Record Type	State	Disable Create/Add Check Box	Disable Update Check Box	Disable Delete/Remove Check Box
      Business Plan	Current	Not selected	Not selected	Not selected
      	Final Approved	Not selected	Not selected	Selected
      	Submitted	Selected	Selected	Selected
      Contact	Active	Not selected	Not selected	Not selected
      	Inactive	Not selected	Not selected	Selected
      	Closed	Selected	Selected	Selected
      Lead	Qualifying	Not selected	Not selected	Not selected
      	Qualified	Not selected	Not selected	Selected
      	Converted	Selected	Selected	Selected
      Objective	Current	Not selected	Not selected	Not selected
      	Final Approved	Not selected	Not selected	Selected
      	Submitted	Selected	Selected	Selected
      Opportunity	Pending	Not selected	Not selected	Not selected
      	Won	Not selected	Not selected	Selected
      	Lost	Selected	Selected	Selected
      Service Request	Pending	Not selected	Not selected	Not selected
      	Open	Not selected	Not selected	Selected
      	Closed	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.