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.
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 Sample Transaction Records
Creating a Business Process to Lock Validated Address 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.