# Using Quick action connectors in threshold alerts
<a name="action-connectors-in-threshold-alerts"></a>

## Prerequisites
<a name="action-connectors-in-threshold-alerts-prerequisites"></a>

Before you begin, make sure to [create at least one action connector](builtin-services-integration.md).

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
<a name="enable-quick-actions-on-dashboards-for-threshold-alert"></a>

**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](quickstart-createanalysis.md).

1. Choose **Publish**.

1. Choose between **New Dashboard** or **Replace existing dashboard**.

1. Choose the **Enable Quick actions** checkbox under **Dashboard options**.

1. Choose **Publish dashboard**.

## Use action connectors in a threshold alert
<a name="use-action-connectors-in-threshold-alert"></a>

**To use action connectors in a threshold alert**

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

1. Hover over a visual that supports threshold alerts. The types of visuals that support alerts can be found [here](threshold-alerts.md).

1. Choose the bell icon.

1. The **Create alert** pane opens at right.

1. Choose **Add Action**.

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

1. Choose the desired action from the list.

1. An **Action** form appears in the right pane.

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

1. 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

1. 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.

1. Choose **Add action** to add the action to the alert.

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

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

1. When your configured threshold is breached, this action should get invoked. To learn more about when a threshold alert is evaluated, see [Alert Scheduling](threshold-alerts-scheduling.md).

## Security and customizations
<a name="threshold-alert-security-and-customizations"></a>

**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](create-custom-permissions-profile.md).

**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](row-level-security.md).

To learn more about CLS, see [Using column-level security to restrict access to a dataset](row-level-security.md).

**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](creating-a-dashboard.md).