Introduction

In this guide, we’ll explore five methods to automate cell locking and unlocking, catering to both manual and dynamic scenarios. Whether it’s manual intervention, central control, or dependency on specific parameters, Jedox offers versatile solutions to meet your data protection needs. Let’s start.

Manual Lock and Unlock: Empowering Users with Control

Learn how to manually lock and unlock cells directly from the spreadsheet interface, giving users immediate control over data access and modification permissions.

Central Control Button: Streamlining Administrative Oversight

Discover the central control button feature, enabling administrators to swiftly lock cells across reports, ensuring data integrity and enforcing security policies. By creating a central setting element, we can access this value from any other report section or control dashboard. In this example, we will keep it on the same page.

Automatic Lock Based on Time Parameters:

Explore the functionality to automatically lock cells based on time parameters such as month, day, or hour. By setting predefined schedules, ensure data confidentiality and prevent unauthorized modifications effectively. In this illustration, we’ll demonstrate how cells corresponding to months beyond the current month are automatically locked.

Dependency on Workflow Cubes: Integrating Security with Workflows

Explore the integration of cell locking with workflow cubes, empowering dynamic security protocols that evolve alongside business processes. Safeguard critical data at each phase of the workflow lifecycle, ensuring confidentiality and integrity throughout.

In our scenario, we have two distinct roles: the Planner and the Approver. Once the Planner completes their planning tasks, the table transitions to the Approver, who holds the authority to make modifications to the data. During this phase, the Planner loses their editing privileges to ensure data integrity and compliance with the approval process.

Triggered Lock After Button Activation: Enhancing Workflow Efficiency

Discover how to automatically lock cells right after a designated button or action is activated. Integrate security protocols into your workflow procedures, improving effectiveness and reducing the need for manual input. In this scenario, we will have buttons for For Approval, return to In Planning Progress and to finalize Approve.

Conclusion:


Now, that you know the ways to introduce security of your data by implementing manual, centralized, and automated locking mechanisms, you can ensure data integrity, and confidentiality, and streamline workflow processes effectively.

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