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.
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:
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
In the Object Name field, select XYZ from the menu.
The Transition field automatically displays Status by default.
- (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.