Versions Compared

Version Old Version 16 New Version 17
Changes made by

Denise McGettigan

Denise McGettigan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents
maxLevel2

Locking selections lets you lock or 'freeze' items that have been focused on, so that TipLock selections only functions during

When you focus on data, you can lock that selection of data, so further selections can be made and cleared or reset without affecting the original selections. The feature is typically used to either:

Restrict

You might want to use this feature to:

  • Data security reasons - Locking selections allows you to restrict what other people see on your screen: Phocas is often used to share information . If you plan on sharing the data with colleagues or non-Phocas users, such as customers and suppliers. Locking selections maintains , you can lock selectionsto create a base selection, regardless of the reset or clear actions, allowing a user to show his or her you to show your screen to a third party without the risk of accidentally showing restricted content. 

or 

  • Save time during ad hoc analysis : For - If, for example, you intend to spend the next 20 minutes analyzing a random group of customers. It , it is useful to lock to lock selections, so that you don't need to keep selecting /and focusing on those customers after each reset. 

Image Removed

Info
iconfalse
titleRelated topics

The Lock Selections feature only applies to your current session. If you sign out and sign back in,

lock

the locked selections will be lost.

However,

saving

if you save a favorite

will retain any active

, your locked selections are also saved.

Apply a lock 

  • Choose a dimension.

    1. Select and

    focus on

    1. focus on the rows you want to lock.

    Choose the lock selection icon Image Removed

    1. Click the Lock Selection (blue star) button on the toolbar.

    It will turn orange

    1. This button turns orange (blue star) to indicate a lock is active.

    You can continue with your analysis and the selections will remain locked, even after you reset.  The lock selections

    1. This button is disabled if the grid has no selections or no lock selections exist.

    2. Continue with your analysis.  

      Image Added

    Clear a lock 

    1. Return to the dimension that contains the lock selections.

    Choose the lock selection icon Image Removed

    1. Click the Lock Selection button on the toolbar. All data will appear and the button will change back to gray.

    Note about Advanced search. Applying a lock

    Lock selections after an advanced search

    If you lock selections when an advanced search is active

    removes

    , you remove the advanced search rules

    , while locking

    and lock the search results.

     For

     For example,

    let's assume

    suppose you perform an advanced search for all customers above $100,000 and it returns three results.

    Then

    If you

    choose

    lock selections

    . This will lock

    button, the three customers

    , but it won’t lock the advanced search rule. 

    will be locked. 

    On this page

    Table of Contents
    minLevel1
    maxLevel3

    Related pages