PDP Help
I am trying to set up PDPs for my sales team, we have instances where we want the PDP to be based on multiple criteria. For example, I have one sales rep that I want him to be able to see all the data for rows that have him as either the primary or the secondary sales rep. Primary and secondary sales rep are both individual columns. There are more criteria but that is a simple example.
Best Answer
-
Gotcha, then multiple policies would be the way to go.
If I solved your problem, please select "yes" above
0
Answers
-
You can add multiple criteria by clicking ADD DATA next to the first criteria added. You can also add multiple policies for the same user/user group. I would also recommend contacting your CSM about Governance Toolkit. There is a tool there called PDP Automation that makes complicated PDP policies a lot easier to manage.
If I solved your problem, please select "yes" above
0 -
@ColemenWilson I did try that but it looks like it is behaving like an "and" function instead of an "or" function. I need it to function like an "or" statement.
0 -
Gotcha, then multiple policies would be the way to go.
If I solved your problem, please select "yes" above
0 -
@ColemenWilson Got it, thanks for the info I will look into the multiple policies!
0
Categories
- All Categories
- 1.8K Product Ideas
- 1.8K Ideas Exchange
- 1.5K Connect
- 1.2K Connectors
- 300 Workbench
- 6 Cloud Amplifier
- 9 Federated
- 2.9K Transform
- 100 SQL DataFlows
- 622 Datasets
- 2.2K Magic ETL
- 3.9K Visualize
- 2.5K Charting
- 744 Beast Mode
- 58 App Studio
- 41 Variables
- 686 Automate
- 176 Apps
- 453 APIs & Domo Developer
- 47 Workflows
- 10 DomoAI
- 36 Predict
- 15 Jupyter Workspaces
- 21 R & Python Tiles
- 395 Distribute
- 113 Domo Everywhere
- 276 Scheduled Reports
- 6 Software Integrations
- 125 Manage
- 122 Governance & Security
- 8 Domo Community Gallery
- 38 Product Releases
- 10 Domo University
- 5.4K Community Forums
- 40 Getting Started
- 30 Community Member Introductions
- 108 Community Announcements
- 4.8K Archive