Document Source, Target and Transformation details for every workflow

Question

We have to reverse engineer complex Alteryx workflows . Each Alteryx workflow has several sources from SAP, Excel file, Oracle etc.. and various targets feeding into Tableau, .csv files ..Is there is a smart and quick way to get a) All the source details , b) target details c) different transformations used , d)count of transformations  by each workflow

Ramskag · Answer

Thanks a lot, let me try and revert back to you with any additional details required,

ChrisTX · Answer

A few options:

1) WAM is a tool sold separately by Capitalize Consulting.  See https://capitalizeconsulting.com/workflow-admin-manager/

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Workflow-Documentation-Best-Practices/m-p/1185770/highlight/true#M293948

WAM is also available directly from Alteryx. Many clients choose to add it to their renewals.

webinar showing the Workflow Admin Manager: https://capitalizeconsulting.com/webinar/administering-and-managing-alteryx-workflows-with-wam-workflow-admin-manager/

2) Try this macro from the Help menu:

These posts are older, may not be helpful:

3) Community > Blogs > Engine Works Blog > Auto Documentation

Posted December 2018
https://community.alteryx.com/t5/Engine-Works-Blog/Auto-Documentation/ba-p/344528

4) Ability to view a Workflows Metadata

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Via-API-Ability-to-view-a-Workflows-Metadata/m-p/1024639#M253293

The Vendor Keyrus built an Autodocumentor that I think is free.
https://community.alteryx.com/t5/Engine-Works/Auto-Documentation/ba-p/344528

Chris