Using Quick action connectors in threshold alerts - Amazon Quick Suite
PrerequisitesEnable Quick actions on a dashboard to use action connectorsUse action connectors in a threshold alertSecurity and customizations
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Using Quick action connectors in threshold alerts

Prerequisites

Before you begin, make sure to create at least one action connector.

The connector must meet these requirements:

  • Uses the Service Auth authentication method

  • Uses one of the following integrations:

    • Atlassian Jira Cloud

    • Microsoft Outlook

    • Salesforce

    • ServiceNow

Enable Quick actions on a dashboard to use action connectors

To enable Quick actions on a dashboard to use action connectors

  1. If a dashboard exists, go to the source analysis of the dashboard. Otherwise, create a new analysis.

  2. Choose Publish.

  3. Choose between New Dashboard or Replace existing dashboard.

  4. Choose the Enable Quick actions checkbox under Dashboard options.

  5. Choose Publish dashboard.

Use action connectors in a threshold alert

To use action connectors in a threshold alert

  1. Open a dashboard with the Enable Quick actions publishing option turned on.

  2. Hover over a visual that supports threshold alerts. The types of visuals that support alerts can be found here.

  3. Choose the bell icon.

  4. The Create alert pane opens at right.

  5. Choose Add Action.

  6. A menu appears with a list of all supported action connectors and actions.

  7. Choose the desired action from the list.

  8. An Action form appears in the right pane.

  9. Enter all the information you need to include with the action.

  10. Some fields allow the inclusion of autofill values. Choose Autofill to open the menu. Choose the values you need and they will be added to your entered text.

    • Value: Injects the current value that was used by the alert to evaluate the alert condition

    • Alert name: Injects the alert name

    • Condition: Injects the alert condition

    • Threshold: Injects the threshold value

    • All: Injects all of the above

  11. Some actions support the ability to include an attachment. You can optionally attach a PDF of the current dashboard sheet with these actions by selecting the Include this sheet as PDF checkbox.

  12. Choose Add action to add the action to the alert.

  13. Back at the Create alert pane, the configured action is added to the alert at the bottom.

  14. Configure all the other desired fields of the alert and choose Save.

  15. When your configured threshold is breached, this action should get invoked. To learn more about when a threshold alert is evaluated, see Alert Scheduling.

Security and customizations

Custom Permissions/Capability Customization

  • Actions capability: You cannot see or use actions if your user or role is restricted the permission to use the Actions capability

  • Export To PDF capability:

    • New actions on alerts: You will not see the option to attach a PDF of the sheet while adding a new action to an alert if your user or role is restricted the permission to use the Export To PDF capability.

    • Existing actions on alerts: If you have existing alerts with actions containing PDF attachments then those actions will be sent out without the PDF attachments when your user or role gets restricted from using the Export To PDF capability.

To learn more about custom permissions, see Creating a custom permissions profile in Amazon Quick Suite.

Row Level Security (RLS) / Column Level Security (CLS)

  • New actions on alerts: If your dashboard contains a dataset with RLS or CLS, then

    • You cannot add actions to new alerts that track the dataset with RLS or CLS

    • You can add actions to new alerts that track a different dataset without RLS or CLS, but you cannot include PDF attachments in these actions

  • Existing actions on alerts: If you add RLS or CLS to a dataset after creating alerts with actions, then

    • Existing actions on alerts tracking that dataset will stop working completely

    • Existing actions on alerts tracking a different dataset on the same dashboard will be sent out without any PDF attachments

To learn more about RLS, see Using row-level security in Amazon Quick Suite.

To learn more about CLS, see Using column-level security to restrict access to a dataset.

Dashboard publishing options

  • Enable PDF generation for interactive sheets

    • New actions on alerts: You will not see the option to attach a PDF of the sheet while adding a new action on alert if your dashboard has the Enable PDF generation for interactive sheets publishing option disabled.

    • Existing actions on alerts: If you have existing alerts with actions containing PDF attachments, then those actions will be sent out without the PDF attachments when the Enable PDF generation for interactive sheets publishing option gets disabled on your dashboard.

  • Enable Quick actions

    • New actions on alerts: You will not see the option to add an action to the alert if your dashboard has the Enable Quick actions publishing option turned off.

    • Existing actions on alerts: Your existing actions on alerts will stop working completely when the Enable Quick actions publishing option gets disabled on your dashboard.

To learn more about dashboard publishing options, see Publishing dashboards.