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.
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:
Enter a name for the process in the Process Name field, for example, Locking a Sample Disclaimer Record.
In the Object Name field, select Sample Disclaimer 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 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.