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

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 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.

3. On the Process List page, open the business process (Locking a Messaging Play Record) that you just created.

4. 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

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

   1. Open the Released 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, 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 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

   4. Click Save.

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