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Locking selections lets you lock or 'freeze' items that have been focused on, so that further selections can be made and cleared or reset without affecting the original selections. The feature is typically used to either:

Restrict what other people see on your screen: Phocas is often used to share information with colleagues or non-Phocas users such as customers and suppliers. Locking selections maintains a base selection regardless of reset or clear, allowing a user to show his or her

When you focus on data, you can lock that selection of data, so you can make further selections and clear or reset the data without affecting the original selections.

You might want to use this feature to:

  • Data security reasons - Locking selections allows you to restrict what other people see on your screen. If you plan on sharing the data with colleagues or non-Phocas users, such as customers and suppliers, you can lock selectionsto create a base selection, regardless of the reset or clear actions, allowing 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. 

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Info
Tip

The Lock

selections only functions during

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 button on the toolbar.

It will turn

  1. This button turns orange 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.  

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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.

Lock selections after an advanced search

If you lock selections when an advanced search is active, you remove the advanced search rules and lock the search results. For example, suppose you perform an advanced search for all customers above $100,000 and it returns three results. If you lock selections button, the three customers will be locked. 

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titleRelated topics
Databases, Select and focus on data

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