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 screen to a third party without the risk of accidentally showing restricted content.
or
Save time during ad hoc analysis: For example, you intend to spend the next 20 minutes analyzing a random group of customers. It is useful to lock selections, so that you don't need to keep selecting/focusing on those customers after each reset.
Lock selections only functions during your current session. If you sign out and sign back in, lock selections will be lost.
However, saving a favorite will retain any active locked selections.
Apply a lock
Choose a dimension.
Select and focus on the rows you want to lock.
Choose the lock selection icon
on the toolbar. It will turn 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 button is disabled if the grid has no selections or no lock selections exist.
Clear a lock
- Return to the dimension that contains the lock selections.
- Choose the lock selection icon
on the toolbar. All data will appear and the button will change back to gray.
Note about Advanced search. Applying a lock when an advanced search is active removes the advanced search rules, while locking the results. For example, let's assume you perform an advanced search for all customers above $100,000 and it returns three results. Then you choose lock selections. This will lock the three customers, but it won’t lock the advanced search rule.