Is it possible to use PDP to send a card only to people that are part of the card dataset?

Chris_Phelan
Chris_Phelan Member
in Cards, Dashboards, Stories

For example, if I have a card that is designed to show past due sales opportunities, I want that card to be sent to any sales person on that list. If it runs today, it would be sent to people 1,2, and 3. If it ran tomorrow after data is updated, it would then send to people 1, 2, and 6 because they now appear in the results.

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Best Answer

  • Manasi_Panov
    Manasi_Panov Coach
    Answer ✓

    Hello @Chris_Phelan,

    I believe this is possible if you create an ETL that filters (reduces) your dataset the same way you filter your card and then use it for the PDP.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

Answers

  • Manasi_Panov
    Manasi_Panov Coach
    Answer ✓

    Hello @Chris_Phelan,

    I believe this is possible if you create an ETL that filters (reduces) your dataset the same way you filter your card and then use it for the PDP.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

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