Participant Profiles

Overview

Participant profiles are used to create different rules for different user types. Commerce will always generates a default profile whenever a new workflow step is generated. In addition to the default profile, you can also create custom profiles.

There are two tasks involved in profile administration: 

  1. Create the profile name. The system performs this automatically for the default profile.
  2. Define the document views, user access rights, and transition rules.

When a workflow step contains multiple profiles, you can use drag and drop functionality to order them to set the profile precedence. Oracle CPQ uses profile precedence to determine which profile to use when a user is included in more than one within a single step.

Administration

ClosedManage Participant Profiles

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Definition > Select a Commerce Process > Steps
  2. Right-click on name of the Step you'd like to add the profile to.

  3. Click Add Profile.

    Add Profile

  4. Enter a Name and Description for the profile on the Document Views tab.

  5. Click the User Access Rights tab to select which users have access to the profile.

    Refer to User Access Rights for more information.

  6. Click Save.

To clone a profile, select the appropriate profile to duplicate, right-click on the profile and click Clone.
A Copy of <selected profile> gets added to the list of profiles.

  • Only one profile at a time can be cloned at a time
  • Cloning a profile makes a copy of all sub-components including transition rules.

ClosedManage Performer Steps

Performers of a given step are users that fired a transition into that step. A user cannot get access to a destination step based on being a performer of that step unless previously established (not the same transition).

ClosedProcess Setup

Process Setup

Notes

It is not possible to recover the deleted data. Upon a deletion, all associated profiles and profile rules are also deleted.

Delimiters ( ~, + and @ ) that are part of advanced auto-forwarding rules, cannot be used in profile names. Profile names can only contain alphanumeric characters and they must use underscores for spaces. Also, names cannot begin with an underscore.

Profiles are created in an inactive, pending state. After all components of a Commerce Process have been completed, the process should be deployed.

Related Topics

Related Topics Link IconSee Also