PDP Help

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ABauman
ABauman Member
in Governance & Security

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.

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  • ColemenWilson
    ColemenWilson Coach
    Answer ✓

    Gotcha, then multiple policies would be the way to go.

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Answers

  • ColemenWilson
    ColemenWilson Coach
    edited November 2024

    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. https://domo-support.domo.com/s/article/4415800746391?language=en_US

    Screenshot 2024-11-19 at 11.17.13 AM.png

    If I solved your problem, please select "yes" above

  • ABauman
    ABauman Member

    @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.

  • ColemenWilson
    ColemenWilson Coach
    Answer ✓

    Gotcha, then multiple policies would be the way to go.

    If I solved your problem, please select "yes" above

  • ABauman
    ABauman Member

    @ColemenWilson Got it, thanks for the info I will look into the multiple policies!

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