topic Re: Alteryx Process Automation in Alteryx Server Discussions

Alteryx Process Automation

EN6924 — Thu, 10 Aug 2023 10:38:48 GMT

Hi All,

Every time I have to move a workflow from UAT to Production, I have to open the Production server, manually import the workflow from wherever it is stored, and then publish to Production. I have immediate access from Gallery to stuff like scheduling, create collection and access related things.

Q1. Is there a technique in Alteryx that I can use to avoid having to launch the Designer application in order to promote something to Production?

Q2. Will this process can be automated like - A workflow will be automatically published to the Production gallery with only one click, eliminating the need to open the server or designer application. If so, how then?

There is a requirement came. I needed to explain which I'm unaware.

Guide me, please.

Re: Alteryx Process Automation

KPOLU — Thu, 10 Aug 2023 10:59:23 GMT

This can be achieved using Admin API. Please refer below documentation.

https://help.alteryx.com/developer-help/server-api-migratable-endpoint

Re: Alteryx Process Automation

EN6924 — Thu, 10 Aug 2023 13:09:28 GMT

Hi KPOLU,

I am not aware of the APIs

I found a packaged workflow under - https://community.alteryx.com/t5/Community-Gallery/Alteryx-Gallery-Workflow-Migration/ta-p/1031739

I installed - Server V3 API in our server and then imported the workflow package.

How to configure this properly? How to test this? It's confusing me.

Can you guide?

Re: Alteryx Process Automation

KPOLU — Fri, 11 Aug 2023 07:17:46 GMT

Hello @EN6924

Please follow below steps.

1. Get Curator role assigned for yourself.

2. Open Gallery page, hover over your name and click on admin. Click on Users tab and then Search for your name. Enable API access.

3. Open Gallery page, hover over your name and click on My Profile.

4. In My profile page, you should find API access key and API access secret under Keys section.

API access key and secret are used for authentication using oauth2 mechanism. Before testing the workflow, I'd strongly suggest you to get familiar with API end points. You can do this by navigating to API documentation section. On your gallery page, hover over help icon to find the link for same. It allows you to enter your API access key and secret to test the API end points.

Once you are familiar, you can reuse the workflow that you mentioned or you can build a new one based on your needs. Hope this helps!