How can I copy PDP policies from one dataset to another?

dmurgit1

I have a dataset I needed to recreate for various reasons from an existing dataset with pdp. i want to be able to copy the pdp policies from the orig dataset to the new dataset. How can I do that?

ColemenWilson

Hi @dmurgit1, this is currently not possible. You could, however, create the logic for the PDP policies as a formula that could be copied and pasted in ETL's to make applying logic easier.

ColemenWilson

Hi @dmurgit1, this is currently not possible. You could, however, create the logic for the PDP policies as a formula that could be copied and pasted in ETL's to make applying logic easier.

ADubois

https://community-forums.domo.com/main/discussion/comment/81228#Comment_81228

@ColemenWilson Can you elaborate on how to do this? I was thinking this may be possible but haven't figured out the "how".

ColemenWilson

Here is an example of one way to do this. Let's say you have a policy where the logic is: John Doe can only see data for the Marketing department and only data for the east region.

For magic ETL you would use a formula tile and would use something like: CASE WHEN `Department` = 'Marketing' AND `Region` = 'East' THEN 'Policy 1' END

For SQL dataflows you would add the same logic above as a new field in your query.

Then, when setting up PDP policies for all of these datasets, you would just set John Doe to Policy 1 in the PDP settings.