Update input Data tool

Hello,

currently i am working on monthly summary schedule which need to be update every month with YTD data. the recipient has only read access to my workflow so I have to set up dynamic workflow with action tool so he/she can only replace input GL source data with new month data to update the summary schedule. can someone guide me how to use file browse with action tool(update input data tool). FYI.... we are using our internal share drive. so all input files are coming from sharedrive.

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Prometheus

@kauser If you drag the file to the Designer canvas, it will open the file.

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Prometheus

I would recommend you have a folder location where you can drop each month's GL source data. Then you can use a Directory tool, Sort tool, and Sample tool to determine the newest file in the folder and open it using the Dynamic Input tool. If you give your client the ability to choose a folder and any file, it might cause more errors and your client will lose faith in the tool/process. Maybe it's too much freedom. If you turn your workflow into an app, then when they double-click on the workflow file (.yxwz), it'll bring up the Alteryx Analytic App window and only require them to click on "Finish" and they never have to touch your workflow or make any choices.

Process Newest Only.PNG

Config to App.PNG

App no config.PNG

Process Newest File Only.yxwz

kauser

Thanks for your feedback, i can't open your workflow. Also can I use action tool from interface to solve this issue.

Prometheus

@kauser If you drag the file to the Designer canvas, it will open the file.

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