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

Creating a Business Process to Lock Validated Address Records 

You can configure a business process to lock validated address records in Oracle CRM On Demand Life Sciences Edition so that after an address record is created and validated (the Validated Date field has a date value and the Status field has a value of Validated), it cannot be modified or deleted.

Use the following procedure to create a business process to lock validated address records in Oracle CRM On Demand 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 address records varies according to Oracle CRM On Demand installation, and depends on the customer's business rules for locking data.

Before you begin. To perform this task, your company profile must include the following settings: Enable Shared Addresses and Validate Shared Addresses. Your user role must include the following privileges: Manage Shared Addresses Access and Validate Shared Addresses.

To create a business process to lock validated address 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 Validated Address Record.
   2. In the Object Name field, select Address from the menu.

      The Transition field automatically displays Validated 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 Validated Address 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
   Validated	Selected	Selected
   Not Validated	Not selected	Not 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 Validated state, select read-only for all fields.

   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
      Validated	Audit Trail	Selected	Selected	Selected
      Not Validated	Audit Trail	Not selected	Not selected	Not selected

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

Validated Address Record State Stage Definitions

Table 15 describes the state stages for a validated address record.