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