Lock selections

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 selections to 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. 

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

The Lock Selections feature only applies to your current session. If you sign out and sign back in, the locked selections will be lost. However, if you save a favorite, your locked selections are also saved.

Apply a lock 

  1. Select and focus on the rows you want to lock.

  2. Click the Lock Selection button on the toolbar. This button turns orange to indicate a lock is active. This button is disabled if the grid has no selections or no lock selections exist.

  3. Continue with your analysis.  

Clear a lock 

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

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

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.