PDP Help

ABauman · November 19

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.

ColemenWilson · November 19

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

ColemenWilson · November 19

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

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ABauman · November 19

@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 · November 19

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

ABauman · November 19

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

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