Custom Template

MikeLR

This is the Workflow Template we use at Positive CRM.

It's based on the excellent @BenMoss article Documentation Best Practices with Alteryx with a couple of tweaks:

• We use containers as they resize automatically, and when you move them they move all the tools within them. This makes it a lot faster to rearrange and tidy your workflow during revisions.
• We have added a Versions and updates container, which provides a handy summary of changes over time.
• Detours for Testing is a tool arrangement we use in developing our workflows. When dropped after an input tool, it very quickly allows you to switch between all records, the first 100 records, or a filter of your choice.

Workflow Template PCRM.yxmd