Forum Discussion

YogeshGoyal's avatar
YogeshGoyal
New Contributor
6 days ago

Restricting Data Loads Outside Workflow Time Period – Excel Quick View / XFset

Hey Team,

I’ve observed that users are currently able to load data via Excel/Spreadsheet tools (Quick View / XFset) beyond the defined Workflow Time Period range for any scenario. This behavior persists even after setting the following Application General Properties to False:

  • Allow Loads Before Workflow View Year
  • Allow Loads After Workflow View Year

Despite these settings, the restriction does not seem to be enforced, and users can still submit data outside the intended time range.

Could you please advise if there are additional configurations or security settings required to fully restrict data loads outside the Workflow Time Period—especially when using Excel-based tools?

Any guidance or best practices would be greatly appreciated.

Best regards,
Yogesh Kumar Goyal

 

Application Properties
Security
Time

1 Reply

  • CarlosAlvear's avatar
    CarlosAlvear
    Contributor II
    4 hours ago

    Hi Yogesh,

    I see 3 options:

    1. You can lock future and past periods and scenarios as needed.
    2. Another option would be using the security data and set previous/future times in read all.
    3. A 3rd option would be to set a conditional no-input rule to block times/scenarios that should be available.

    Good luck.

    Best regards,

    Carlos