Saltar al contenido principal

PDP and Alerts

Version 1


Important: When referencing this page outside of Knowledge Base, use this link:

An alert's PDP (Personalized Data Permissions) policies filter the alert data and control which users can subscribe. You can set alerts for policies you are a member of. Only those who are also members of those policies can view and subscribe to those alerts. For more information about alerts, see Notifications and Alerts.

As an example, suppose the user "Bob" owns a card called "Sales by State." This card displays a U.S. map divided into two sales regions—"East Region" and "West Region." The DataSet for the card has two PDP policies applied—one that filters data for the West region and another that filters data for the East region. Each of these is applied to its respective group—the "East" group can see only the data for the East region and the "West" group can see only the data for the West region. 

When Bob goes to create an alert on this card, as the card owner he is given the option to apply the alert to the East region, to the West region, or to all of the data in the DataSet (unfiltered). The following screenshot shows the default view of the alert options dialog with unfiltered data:


Bob then chooses to apply the "West Region" PDP policy to the alert. He does this by clicking Modify, choosing to select policies, and selecting "West Region" as the policy. 


The summary number and map thumbnail then update to show the data filtered for the West region:

From here, Bob creates an alert as explained in Creating a Custom Alert for a KPI Card. Because the "West Region" PDP policy was chosen and not the "East Region" policy, only users in that group can see the alert, subscribe to it, and receive notifications for it. However, Bob could then create a second alert for this card that applied only to the "East" region. 

Members of PDP policies can also create alerts on cards powered by PDP-affected DataSets. Because the data in the card is already filtered due to PDP policies in place, these users can create alerts only around the data available to them through their policies. Only users with the creator's same PDP policies are able to see the alert, subscribe to it, and receive notifications for it.

For example, suppose that user "Tessa" is a policy member for both the "East" and "West" regions. When she goes to create an alert, she does not have the option to set an alert around the unfiltered data because her policies do not allow this. However, she can choose whether to build the alert around East Region data, West region data, or both. 

To modify PDP settings for an alert,

  1. Open the alert create/edit dialog by doing one of the following:

    • In the Alerts page (which you access by clicking Alerts at the top of the page), locate the alert, click the top portion with alert information, and click Edit.

    • Click the card to open the Details view and click the  icon. Then...

      • If creating a new alert, click New Alert.

      • If modifying an existing alert, click the alert to open its info dialog, then click Edit.

  2. Click Modify.

  3. (Conditional) If you want this alert to revolve around all data in the DataSet and not be limited by PDP policies, select All Data, then click Apply. (This option is not available for users limited by PDP policies.) Otherwise click Select Policies and continue on to the next step.

  4. Select all policies you want to be applied to this alert.

  5. Click Apply.

  6. Create or modify your alert as desired. For help, see Creating a Custom Alert for a KPI Card