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

Creating a Business Process to Lock Solution Records

You can create a business process to lock solution records so that when a solution has been approved by Marketing and Legal (that is, the Marketing Approval and Legal Approval check boxes are selected), all fields in the solution record are locked (except for the Expiration Date), and you cannot edit or delete the solution record.

Use the following procedure to create a business process to lock solution records in Oracle CRM On Demand Life Sciences Edition that satisfy this condition. 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 solution 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 solution 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 Solution Record.
   2. In the Object Name field, select Solution 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 Solution 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
   Approved NOTE:  For the Approved state, add also the following status validation information in the Condition text box: [<MarketingApproval>]= 'Y' AND [<LegalApproval>]='Y'.	Selected	Selected
   Draft	Not selected	Not selected
   Obsolete	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 example, for the Approved state, select read-only for all fields except the Expiration Date 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
      Approved	Books	Not selected	Selected	Selected
      	Messaging Plans	Not selected	Selected	Selected
      	Messaging Plan Items	Not selected	Selected	Selected
      	Messaging Plan Item Relations	Not selected	Selected	Selected
      	Related Solutions	Not selected	Selected	Selected
      Draft	Books	Selected	Not selected	Not selected
      	Messaging Plans	Selected	Not selected	Not selected
      	Messaging Plan Items	Selected	Not selected	Not selected
      	Messaging Plan Item Relations	Selected	Not selected	Not selected
      	Related Solutions	Selected	Not selected	Not selected
      Obsolete	Books	Selected	Selected	Selected
      	Messaging Plans	Selected	Selected	Selected
      	Messaging Plan Items	Selected	Selected	Selected
      	Messaging Plan Item Relations	Selected	Selected	Selected
      	Related Solutions	Selected	Selected	Selected

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

Solution Record State Stage Definitions

Table 14 describes the state stages for a solution record.