How to ... protect a template from modifications (OpenLAB CDS Intelligent Reporting)

Version 2

    Report Templates can be protected from modifications on multiple levels:

     

    Users who should not modify report templates could be locked out by removing the "Modify report" privilege from their OpenLAB Shared Services role.

     

    If users should be able to modify certain reports, the report template items of validated templates could be locked for those that should not be modified. The lock could be applied to individual report items or groups of report items.To protect the entire report template, all items could be grouped and the lock item could be applied to the entire group.

     

    Users who should not unlock report templates items could be locked out by removing the "Lock/Unlock report template items" privilege from their OpenLAB Shared Services role.

     

    OpenLAB ECM or OpenLAB DataStore should be used as a central repository of validated templates.

     

    (originally posted in OpenLAB Forum: https://zohodiscussions.com/openlabcdsforum#Topic/68030000000134033

    2014 September 16 by Bernhard Etrich)