Organizing Workflow

Question

Hi Everyone,

I am wondering is there a way to organize workflow we create .. I am taking my example I create workflow in such a way that only I can understand  and sometimes get confused and it would be difficult for someone to understand.

And second question is how to prepare the process document and technical document related to Alteryx projects. If anyone can help me with a demo sample project would be really thankful

Can you one help me how to organize the workflow that we built.

Thanks

pedrodrfaria · Answer

@ShreyaSharma

I'm not 100% if I understood the question, so I apologize in advance if you meant something else.

But to try to answer your questions, I separate them into these different containers, containers can be found in the Documentation tab. You can also just right click on the tools you want to put inside of the container and add to new container.

I then add different colors to it so it is more visual pleasing:

Sometimes the connections (the lines) can not be showing up, to do this, you can right click on the connection and select to make the connections wireless

Please let me know if you need any additional help.

Pedro.

ShreyaSharma · Answer

Hi @pedrodrfaria

Thanks for your help.

The screenshot you provided below :-

1st screenshot is it like just a documentation kind coz I am not finding any connector between Data preparation and Data reporting and Output?

pedrodrfaria · Answer

HI @ShreyaSharma

You could take a look at the Auto Documenter, link below:

https://community.alteryx.com/t5/Engine-Works/Auto-Documentation/ba-p/344528

The way I like to organize my workflows is by separating steps with containers and creating the documentation necessary for understanding what is going on in that specific container. Sometimes I even throw some colors on it to have a better visualization of the workflow as an overall and segregate each step.

A couple of examples of the layout:

Hope this gives you some guidance of how you can do this.

Pedro.