Data Processing Permission in Dashboard

Introduction

Functions

If you have the data processing permission, you can edit, delete, and add data in a chart.

The followings are the charts that support data processing and the processing permission in these charts.

Note: You can only change approvers and end a workflow in a workflow form.

Data Processing Permission	Detail Table	Spreadsheet	Calendar	Pivot Table
Process Data on Data Detail Page	Edit Delete Copy Change Approver End	Edit Delete Copy Change approver End Print	Edit Delete Copy Change approver End Print	/
Process Data in Chart Directly	Export Print	Add Import Export Delete Batch Edit Print	Add Import	Export Batch Print

Application Scenarios

In a dashboard, you need to set data management permissions for members.

For example, in the PSI (Purchase/Sale/Inventory), you can view your daily sales in a dashboard and update your purchase plan.

Preview

After data permissions are set, members with permissions can directly edit the data in a detail table.

Processing Data on Data Detail Page

You can process the data on a data detail page as follows:

Detail Table	Spreadsheet	Calendar
Edit Delete Copy Change approver End	Edit Delete Change approver End Print	Edit Delete Copy Change approver End Print

Note: The permissions mentioned above are all the permissions you can have. If you set part of the permissions to a member, the member will not have the rest of permissions to process data.

Setting Procedure

If a member needs to go to the data detail page to process data, you should set corresponding permissions for the member.

1. Detail Table

When editing a detail table, tick User member permissions on handling single record beneath Actions to set data processing permission for a member when the member visits the detail table.

User member permissions on handling single record refers to the data processing permission set in the form for a user member. You need to set the permission in the form and then tick User member permissions on handling single record in the detail table.

2. Spreadsheet & Calendar

In Spreadsheet and Calendar, the access permission for members is Same As Member by default. The permission includes the viewing permission and the processing permission. You do not need to and cannot set processing permissions for a single record in Spreadsheet and Calendar.

Preview

Click the data details in the detail table and click Edit to update records.

Processing Data in Chart Directly

You can import, export, batch delete, and batch edit data without clicking the data details. In different charts, you can have different actions.

Detail Table	Spreadsheet	Calendar	Pivot Table
Export Print	Add Import Export Delete Edit Print	Add Import	Export Print

Setting Procedure

You have to manually set processing permissions for a detail table and a pivot table. For a spreadsheet and a calendar, the access permission for members is Same As Member by default.

Note: The permission configured in a from and the supported processing in a dashboard determine the processing permission in a spreadsheet and a calendar.

Demonstration

Move your mouse pointer to a button in a chart to view the button. Click the button to process the data accordingly.

For example, export and print the available data in batches.

Notes

1. In batch printing a pivot table, the maximum of 300 columns can be printed. If the columns you need to print are more than 300, the system will give you a prompt when you click Batch Print.

You can click Batch Print to print all the permitted data when printing a detail table or a spreadsheet. For details, see Batch Print (Data).