Setting Up Business Processes to Lock Records

Setting Up a Business Process to Lock Records

This chapter describes how to set up a business process to lock records in Oracle CRM On Demand Life Sciences Edition. It includes the following topics:

Note: References to the Submitted call activity status in the procedures documented in this chapter assume that you are using the default values for this status picklist. If you have modified the values, the procedures might not apply to you.

Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition

A number of record types can be locked in Oracle CRM On Demand Life Sciences Edition. This task is a step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition.

Note: Certain users are given the Override Process Administration privilege so that they can update locked records. Users who have the Override Process Administration privilege enabled for their role can fully interact with a record, that is, view, edit, or delete the record, even when the record is locked by a process administration rule. If a user has this privilege enabled, then Oracle CRM On Demand proceeds as if no process administration rules exist when the user interacts with the record type. For more information about the Override Process Administration privilege, see Oracle CRM On Demand Online Help.

To set up a business process to lock records in Oracle CRM On Demand Life Sciences Edition

Ask your company administrator to set up the Process Administration privilege for your role, as described in the following table.

This privilege allows you to define role-based business processes with conditional state transitions and dynamic access controls.

Category	Privilege	Assign
Customization: Business Rules	Process Administration	Selected

It is recommended that only Oracle CRM On Demand administrators have the authority to create, edit, and delete business rules. Sales representatives must not have this privilege set up.

Create a business process to lock records for each life sciences record type that you want to lock.
Each business process must define the primary values, transition states, and field setup for the record type as required. See the following topics for more information:
- Creating a Business Process to Lock Call Activity Records
- Creating a Business Process to Lock Sample Transaction Records
- Creating a Business Process to Lock Messaging Plan Records
- Creating a Business Process to Lock Solution Records
- Creating a Business Process to Lock Validated Address Records
- Creating a Business Process to Lock Sample Request Records
- Creating a Business Process to Lock Call Product Detail Records
- Creating a Business Process to Lock Sample Disclaimer Records
- Creating a Business Process to Lock Records in General
  This business process applies to the following record types: Account, Business Plan, Lead, Objective, Opportunity, and Service Request.
Sign out of Oracle CRM On Demand, and then sign in again for the changes to take effect.

Creating a Business Process to Lock Call Activity Records

You can create a business process to lock call activity records (of type Account Call, Attendee Call, and Professional Call) so that when the status of the call activity changes to a given value, the call activity record and all associated child records (Sample Dropped, Products Detailed, and Promotional Items Dropped) are locked; that is, you cannot delete or modify them.

The following conditions apply to Account, Attendee, and Professional (Contact) Call activity record types:

When the call activity status is set to In Progress, you can add, update, and delete records of the type Samples Dropped, Products Detailed, and Promotional Items Dropped to the call activity.
When the call activity status is set to Signed or Submitted, you cannot add, update, or delete records of the type Samples Dropped, Products Detailed, or Promotional Items Dropped to the call activity.
When the call activity status is set to Signed, you cannot delete the call activity record or update the following fields in the call activity record because they are locked: Primary Contact, Account, Start Time, Duration, and End Time.

Note: When process locking rules are triggered, Oracle CRM On Demand locks a parent record and its child records, for example, a Sample Request and Sample Request Items. In the case of an Activity record, its child record, Call Product Detail, can also have Structured Product Messaging records (Call Objective Plan, Call Objective, Next Call Objective, and Outcome) as its child records. In this case, the Structured Product Messaging (SPM) records are grandchildren records of an Activity record. To set up process locking for the Call Product Detail record and its child SPM records, you must set up two product locking rules: one for the grandparent Activity record as described in this topic, and one for the parent Call Product Detail record, as described in Creating a Business Process to Lock Call Product Detail Records.

Use the following procedure to create a business process to lock call activity 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 lock call activity 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 call activity records in Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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 Call Activity Record.
2. In the Object Name field, select Activity from the menu.
  The Primary Field automatically displays Call Type by default.
  
  The Transition field automatically displays Status by default.
3. (Optional) In the Description field, enter a description of the business process.
4. Click Save.
On the Process List page, open the business process (Locking a Call Activity Record) that you just created.
On the Process Detail page, click Add in the Primary Values section, add the Account Call, Attendee Call, and Professional Call primary values, then click Save.

On the Process Detail page, click Add in the Transition States section, and set up the transition states described in the following table for the activity process:

State	Disable Update Check Box	Disable Delete/Remove Check Box
Not Started	Not selected	Not selected
In Progress	Not selected	Not selected
Planned	Not selected	Not selected
Completed	Not selected	Selected
Submitted	Selected	Selected
Submitting	Not selected	Not selected
Signed	Selected	Selected
Deferred	Not selected	Selected

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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 Not Started and In Progress transition states, all fields must be available for update, so do not select read-only for any fields.
- For the Completed transition state, select read-only for some fields but not for fields that must be available for update.
- For the Submitted transition state, all fields must be locked so select read-only for all fields that you add.

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
Not Started In Progress Submitting	Attachments	Not selected	Not selected	Not selected
	Books	Not selected	Not selected	Not selected
	Contacts	Not selected	Not selected	Not selected
	Custom Objects 1-3	Not selected	Not selected	Not selected
	Message Responses	Not selected	Not selected	Not selected
	Products Detailed	Not selected	Not selected	Not selected
	Promotional Items Dropped	Not selected	Not selected	Not selected
	Samples Dropped	Not selected	Not selected	Not selected
	Sample Request	Not selected	Not selected	Not selected
	Sample Transactions	Not selected	Not selected	Not selected
	Signatures	Not selected	Not selected	Not selected
	Solutions	Not selected	Not selected	Not selected
Completed Deferred	Attachments	Not selected	Not selected	Selected
	Books	Not selected	Not selected	Selected
	Contacts	Not selected	Not selected	Selected
	Custom Objects 1-3	Not selected	Not selected	Selected
	Message Responses	Not selected	Not selected	Selected
	Products Detailed	Not selected	Not selected	Selected
	Promotional Items Dropped	Not selected	Not selected	Selected
	Samples Dropped	Not selected	Not selected	Selected
	Sample Transactions	Not selected	Not selected	Selected
	Signatures	Not selected	Not selected	Selected
	Solutions	Not selected	Not selected	Selected
Submitted Signed	Attachments	Selected	Selected	Selected
	Books	Selected	Selected	Selected
	Contacts	Selected	Selected	Selected
	Custom Objects 1-3	Selected	Selected	Selected
	Message Responses	Selected	Selected	Selected
	Products Detailed	Selected	Selected	Selected
	Promotional Items Dropped	Selected	Selected	Selected
	Samples Dropped	Selected	Selected	Selected
	Sample Request	Selected	Not selected	Selected
	Note: This configuration allows for the status of the sample request to change but does not allow a new sample request to be added or the current sample request to be deleted. You must configure sample requests at the field level to lock down the sample request fields and allow updates to the status field. For more information on field level locking for sample requests, see Creating a Business Process to Lock Sample Request Records.
	Sample Transactions	Selected	Selected	Selected
	Signatures	Selected	Selected	Selected
	Solutions	Selected	Selected	Selected

Click Save.

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

Call Activity Record State Stage Definitions

The following table describes the state stages for a call activity record of type account, attendee, or professional call.

Table Record State Stage Definitions for an Account Call, Attendee Call, or Professional Call

State Stage	Description
In Progress	All newly created account or professional call activity records have a status of In Progress.
Planned	Newly created professional, attendee, or account calls that are created automatically initially have a status of Planned.
Completed	This means that the professional, attendee, or account call has completed, but all details have not been entered into Oracle CRM On Demand yet.
Submitted	When an account or professional call is submitted (by clicking the Submit button), its status changes to Submitted. At this point, the call is locked and no modifications can be made to the record.
Submitting	When an account, attendee or profession call is in the process of being submitted from the Oracle CRM On Demand Disconnected Mobile Sales application. After all processing has completed, Oracle CRM On Demand changes the status to Submitted and locks the record according to the related access control defined for the Submitted and Signed transition state entry in the table in Step c in Creating a Business Process to Lock Call Activity Records.
Signed	This means that the account or professional call has completed and a signature acquired. At this point, the record is locked and no changes can be made to it.
Deferred	A planned account or professional call can be rescheduled or deferred.

Creating a Business Process to Lock Sample Transaction Records

You can configure a business process to lock sample transaction records so that after a sample transaction is submitted, it cannot be modified. The following conditions apply:

When the transaction status is set to Submitted, Processed, or Processed with Discrepancies, you cannot edit any of the fields in the record because they are read-only (except for Comments), and you cannot delete the transaction record.
When the transaction status is set to In Transit, you cannot edit any of the fields in the record because they are read-only (except for the Comments and Date fields), and you cannot delete the transaction record. You can edit the Comments field after a transaction is submitted.

If you want to change a sample transaction that has already been submitted, then you must create a new sample transaction of the type Inventory Adjustment.

Use the following procedure to create a business process to lock sample transaction 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 lock sample transaction 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 sample transaction records in Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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 Sample Transaction Record.
2. In the Object Name field, select Sample Transaction 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.
On the Process List page, open the business process (Locking a Sample Transaction Record) that you just created.

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
Submitted	Selected	Selected
In Transit	Not selected	Selected
Processed	Selected	Selected
Processed with Discrepancies	Selected	Selected
Adjusted	Selected	Selected

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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 Submitted, Processed, and Processed with Discrepancies transition states, select read-only for all fields except the Comments field.
- For the In Transit transition state, select read-only for all fields except the Comments and Date fields.

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
Submitted	Transaction Items	Selected	Selected	Selected
In Transit	Transaction Items	Selected	Not selected	Selected
Processed	Transaction Items	Selected	Selected	Selected
Processed with Discrepancies	Transaction Items	Selected	Selected	Selected
Adjusted	Transaction Items	Selected	Selected	Selected

Click Save.

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

Sample Transaction Record State Stage Definitions

The following table describes the state stages for a sample transaction record.

Table Record State Stage Definitions for a Sample Transaction

State Stage	Description
In Progress	When you create a professional call or an account call, its state is initially set to In Progress.
Submitted	The sample transaction is submitted. For example, you can submit a sample transaction of the type Transfer Out.
InTransit	The sample transaction is in transit mode. For example, when you submit a sample transaction of the type Transfer Out, its status changes to Submitted, and Oracle CRM On Demand automatically creates a new recipient transaction record of the type Transfer In with a status of In Transit.
Processed	The sample transaction is processed without any discrepancies. For example, when you acknowledge the full receipt of a samples transfer, the status of the sample transaction changes to Processed. For more information about acknowledging full receipt of a samples transfer, see Oracle CRM On Demand Online Help.
Processed With Discrepancies	The sample transaction is processed with discrepancies. For example, when you acknowledge the partial receipt of a samples transfer, the status of the transaction changes to Processed with Discrepancies. For more information about acknowledging partial receipt of a samples transfer, see Oracle CRM On Demand Online Help.
Adjusted	The sample transaction has been adjusted. To resolve discrepancies between physical counts and electronic counts of the inventory, end users and samples administrators must create and submit adjustment transactions.
Rejected	The sample transaction has not been approved.

Creating a Business Process to Lock Messaging Plan Records

You can create a business process to lock messaging plan records so that when a messaging plan has been released (the status is set to Released), all fields in the messaging plan record are locked (except for Expiration Date), and you cannot edit or delete the messaging plan record.

Use the following procedure to create a business process to lock messaging plan 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 messaging plan 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 messaging plan records in Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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 Messaging Plan Record.
2. In the Object Name field, select Messaging Plan 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.
On the Process List page, open the business process (Locking a Messaging Play Record) that you just created.

On the Process Detail page, click Add in the Transition States section, and set up the transition state for the business process as described in the following table:

State	Disable Update Check Box	Disable Delete/Remove Check Box
Released	Not selected	Selected

On the Process Detail page in the Transition States section, configure the transition state:

Open the Released transition state.
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, select read-only for all fields except the Expiration Date field.

On the Transition State Detail page, click Add in the Related Access Control section, then add the following related access controls for the transition state:

State	Record Type	Disable Create/Add Check Box	Disable Update Check Box	Disable Delete/Remove Check Box
Released	Books	Selected	Selected	Selected
	Message Responses	Selected	Selected	Selected
	Messaging Plan Items	Selected	Selected	Selected

Click Save.

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

Messaging Plan Record State Stage Definitions

The following table describes the state stages for a messaging plan record.

Table Record State Stage Definitions for a Messaging Plan

State Stage	Description
Released	The messaging plan has been released.

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

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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.
On the Process List page, open the business process (Locking a Solution Record) that you just created.

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

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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.

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

Click Save.

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

Solution Record State Stage Definitions

The following table describes the state stages for a solution record.

Table Record State Stage Definitions for a Solution

State Stage	Description
Approved	The proposed solution has been approved.
Draft	The proposed solution is in draft status (and has not been approved yet).
Obsolete	The proposed solution is out of date (or invalid).

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

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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.
On the Process List page, open the business process (Locking a Validated Address Record) that you just created.

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

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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.

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

Click Save.

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

Validated Address Record State Stage Definitions

The following table describes the state stages for a validated address record.

Table Record State Stage Definitions for an Address

State Stage	Description
Validated	The address has been locked.
Not Validated	The address has not been locked.

Creating a Business Process to Lock Sample Request Records

You can configure a business process to lock sample request records so that after a sample request is signed, it cannot be modified. For example, when the sample request status is set to one of the following states:

Pending. You can make all updates to the sample request and the associated sample request items.
Signed. You cannot add any additional sample request items, nor delete any existing sample request items. However, Oracle CRM On Demand can update the sample request item status.
Voided. All sample request items are voided and cannot be changed.

Use the following procedure to create a business process to lock sample request 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 lock sample request 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 sample request records in Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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 Sample Request Record.
2. In the Object Name field, select Sample Request 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.
On the Process List page, open the business process (Locking a Sample Request Record) that you just created.

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
Pending	Not Selected	Not Selected
Signed	Not selected	Selected
Voided	Selected	Selected

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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 the Signed transition state, select read-only for all fields except the Status field.

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
Signed	Sample Request Items	Selected	Not Selected	Selected
Pending	Sample Request Items	Not Selected	Not selected	Not Selected
Voided	Sample Request Items	Selected	Selected	Selected

The related access control in the previous table prevents the creation, addition or deletion of sample request items while a sample request item is in the Signed state.

Click Save.

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

Creating a Business Process to Lock Call Product Detail Records

You can configure a business process to lock call product detail records so that after a product is detailed during a call, it cannot be modified. For example, when the call product detail status is set to one of the following states, the following conditions apply:

Pending. You can update the call product detail record and its associated PCD or SPM records:
- Call Product Detail Message Response, which you can rename to Call Product Detail Outcome
- Call Product Detail Messaging Plan, which you can rename to Call Product Detail Call Objective
- Call Product Detail Messaging Plan Items, which you can rename to Call Product Detail Next Call Objective
Signed. You cannot add any additional PCD or SPM records, nor delete any existing PCD or SPM records. However, Oracle CRM On Demand can update the status on PCD or SPM records.
Voided. All PCD or SPM records are voided, and you cannot change them.

Use the following procedure to create a business process to lock call product detail 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 lock call product detail 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 call product detail records in Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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 Call Product Detail Record.
2. In the Object Name field, select Call Product Detail 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.
On the Process List page, open the business process (Locking a Call Product Detail Record) that you just created.

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
Pending	Not Selected	Not Selected
Signed	Not selected	Selected
Voided	Selected	Selected

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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 the Signed transition state, select read-only for all fields except the Status field.

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
Signed	Any of the following types: Call Product Detail Message Response, which you can rename to Call Product Detail Outcome Call Product Detail Messaging Plan Item, which you can rename to Call Product Detail Call Objective Call Product Detail Messaging Plan Items, which you can rename to Call Product Detail Next Call Objective	Selected	Not Selected	Selected
Pending	Not Selected	Not selected	Not Selected
Voided	Selected	Selected	Selected

State

Record Type

Disable Create/Add Check Box

Disable Update Check Box

Disable Delete/Remove Check Box

Signed

Any of the following types:

Call Product Detail Message Response, which you can rename to Call Product Detail Outcome
Call Product Detail Messaging Plan Item, which you can rename to Call Product Detail Call Objective
Call Product Detail Messaging Plan Items, which you can rename to Call Product Detail Next Call Objective

Selected

Not Selected

Selected

Pending

Not Selected

Not selected

Not Selected

Voided

Selected

The related access control in the previous table prevents the creation, addition or deletion of SPM records while a sample request item is in the Signed state.

Click Save.

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

Creating a Business Process to Lock Sample Disclaimer Records

You can create a business process to lock sample disclaimer records so that when a sample disclaimer has been approved, all fields in the sample disclaimer record are locked (except for the Expiration Date), and you cannot edit or delete the sample disclaimer record.

Use the following procedure to create a business process to lock sample disclaimer 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 sample disclaimer 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 sample disclaimer records in Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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 Sample Disclaimer Record.
2. In the Object Name field, select Sample Disclaimer 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.
On the Process List page, open the business process (Locking a Sample Disclaimer Record) that you just created.

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
Active	Selected	Selected
Expired	Selected	Selected
Inactive	Not Selected	Not Selected

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
(Optional) 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.

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
Active	Related Disclaimer	Selected	Selected	Selected
Expired	Related Disclaimer	Selected	Selected	Selected
Inactive	Related Disclaimer	Not Selected	Not Selected	Not Selected

Click Save.

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

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

In Oracle CRM On Demand, click the Admin link, and then click Process Administration.
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.
Click Save.
On the Process List page, open the business process (Locking XYZ Record) that you just created.

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

On the Process Detail page in the Transition States section, configure the transition states:

Open the transition state.
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.

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

Click Save.

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