Add data viewing control to the main sheet

Attention

Regarding how to add data viewing control to the main sheet in version 3.6.1 or earlier, see [Previous Version] Add data viewing control to the main sheet.

Add a process to the main sheet of the app you created to control the data that can be viewed by the user.

Allow only manager users to view management items

1. Login to CELF and click the "Manage" button to open the Management screen.

Tip

The "Manage" button appears when you are logged in as an administrator.

2. Double-click the app you want to customize.

3. Double-click the main sheet.

4. Click the button.
5. Double-click the action set under "Initial display_pre".

Hint

• The action set that adds the action is " Initial display_pre ".
• Be careful not to confuse this with the "Initial display" action set or the "Initial display_post" action set.

6. Drag the "Determine condition" action from the "Control" tab, then set into the edit area.

Hint

The area where you can add an action will change to orange. Make sure the color of the area you want to add changes and then release the mouse button.

7. Enter "=USER.INGROUP("[group name]")" as a branch condition for the "Determine condition" action you added.

Hint

For [Group name] to be entered in the condition, enter the manager group.

Hint

The expression in the figure determines if the logged-in user belongs to the group "users1".

Tip

This conditions will be used several times later, so it’s useful to copy it into e.g. a notepad.

8. Drag and drop the "Disable data input to cell" action on the "Cells" tab to the "otherwise" part of the "Determine condition" action you added.

9. Enter the cell address of the management item in the "Disable data input to cell" action you added.

10. Under the added "Disable data input to cell" action, drag and drop the "Set cell format" action in the "Cells" tab.

11. Enter the cell address of the management item in the "Set cell format" action you added.

Hint

Set the same address as the cell address of the management item set in step 9.

12. Click the "Format" button on the "Set cell format" action you added.

13. Click the "Fill" tab in the "Set cell format" dialog.

14. Set the shading color of the cells to gray.

Hint

If you follow the steps, the action will be set up as shown in the figure

Hint

If there are multiple management items, you need to set up steps 8. to 14. for each item.

Tip

The background color of the cells is changed to indicate that they are not viewable, so you can set a color other than gray.

15. Under the added "Determine condition" action, drag and drop the "Disable data input to cell" action on the "Cells" tab.

16. Set the cell address of the "Author" in the same way as in step 9.

17. Click "OK" button and close the "Initial display_pre" Action Set Settings dialog.
18. Double-click the action set under "Initial display_post".

Hint

• The action set that adds the action is " Initial display_post ".
• Be careful not to confuse this with the "Initial display" action set or the "Initial display_pre" action set.

19. Drag the "Determine condition" action from the "Control" tab, then set into the edit area.

20. Enter "=USER.INGROUP("[group name]")" as a branch condition for the "Determine condition" action you added.

Hint

Set the same conditions as those set in step 7.

21. Drag and drop the "Set value to cell" action on the "Cells" tab to the "otherwise' part of the "Determine condition" action you added.

22. Enter the cell address of the management item in the cell entry field of the "Set value to cell" action you added.

23. Set a blank character as the value to be set for the added "Set value to cell" action.

Hint

Move the cursor over the entry field for the value to be set and press the spacebar.

Hint

If there are more than one management item, you need to set up steps 21. to 23. for each item.

24. Click "OK" button and close the "Initial display_post" Action Set Settings dialog.

Allow only management users to register/update management items

Attention

The "Save" action set is automatically recreated when you perform editing the auto generated app from the Excel file, so all of the following changes will be deleted.

When you have performed editing the auto generated app from the Excel file, please perform the following steps again.

1. Login to CELF and click the "Manage" button to open the Management screen.

Tip

The "Manage" button appears when you are logged in as an administrator.

2. Double-click the app you want to customize.

3. Double-click the main sheet.

4. Click the button.
5. Double-click on the "Save" action set.

6. When the "Action set settings" dialog opens, find the action that newly registers the header contents to the table.

Hint

• The target action is the action that newly registers the header contents to the table.
• Be careful not to confuse it with an action that updates the table with the contents of the header.

Tip

In this example, "Register the header contents in a new table and number the header ID." action is targeted.

7. Change the value to be registered in the "Author" column to "=USER.ID" for the action found in step 6.

8. Find the action that updates the table with the contents of the header.

Hint

• The target action is the action that updates the table with the contents of the header.
• Be careful not to confuse it with an action that newly registers the header contents to the table.

Tip

The position to be added is on the "Update table data" action.In this example, "If you are changing header items, update the table with the header contents." action is targeted.

9. Select the "Determine condition" action from the "Control" tab and drag and drop it on top of the action found in step 8.

10. Enter "=USER.INGROUP("[group name]")" as a branch condition for the "Determine condition" action you added.

Hint

For [Group name] to be entered in the condition, enter the manager group.

Hint

The expression in the figure determines if the logged-in user belongs to the group "users1".

11. Drag and drop the action found in step 8 into the "If ～ then" part of the "Determine condition" action you added.

12. Copy the action you moved in step 11 by dragging and dropping it into the "otherwise" part of the "Determine condition" action you added.

Hint

You can copy an action by dragging and dropping it while holding down Ctrl.

13. Deletes the administrative items of the copied action.

Hint

To delete an item, click the Trash button.

Hint

If there is more than one management item, you need to delete all of them.

Hint

• The action that removes the management item is in the "otherwise" part of the "Determine condition" action.
• Be careful not to confuse this with the action in the "If ～ then" part.

14. Click the "OK" button.