Dynamic Filter for Specific Column

[Cbennett022]

I have a data set that contains a list of Company codes in column A. I am wanting an option in the interface tool to either run the output for all companies (default) or only specific ones that are selected from a drop down.

I am not sure I have this tool configured appropriately so any help getting me there would be appreciated.

There are no NULL fields so my logic is that all files would push through the filter by default, unless deselected in the app, which would then only push through those that are selected.

[echuong1]

I would use a check box in addition to the drop down. 

Essentially, you can use a check box tool to select if the user wants to pull all values, or only certain ones. From there you can use detour tools to specify which "path" in the workflow it will follow. One of them will be a filter tool with the drop down interface/action tool like you have, while the other will be nothing. 

See the below article for information on the detour tool:

https://help.alteryx.com/current/Detour.htm

It will look something like this.

[Jonathan-Sherman · Accepted solution]

Hi @Cbennett022,

I would go along the lines of using a listbox connected to the filter to achieve this:

The action tool is set up as below to replace the values sitting inside the IN() function of my filter:

The interface gives me a list of all companies (mocked data set) ticked by default. Un-ticking any will remove them from the filter.

Un-ticking all companies apart from G and L in the interface:

Resulting in a data set just filtered for G and L:

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

[Cbennett022]

Thank you both for the quick responses!

I am currently using a check box but is my action tool configured accurately? I cannot open you package as I am in an older version.

Another thing to note that may impact this. 

The file I am outputting is an excel template. It has 3 tabs I created manually in excel that are updated by formulas, pulling from a sheet that is generated by my workflow and pushes into the template. The workflow generates 3 additional sheets that also push into this template.

I then replicate this template for each company (300 files). When I select which file to output, only the true template is made available, but none of the replicated template, which is what I need to be output. The original template serves just as that, a template. Any idea what may be driving this issue?

[Cbennett022]

Can you post a sample workflow of the detour that you screenshot so I can see how it is configured? I cannot seem to replicate it.

[echuong1]

Yep! See attached. It's a packaged workflow that will be imported upon opening.

[Cbennett022]

Is there a way to nest this with a radio button?

I have one radio button that disables a container if I need to run container 1, and would like to have a radio button to disable container 2, that would then let me choose which companies to include in the filter

[echuong1]

Yes, you can nest the drop downs in the radio buttons using the interface designer. It's available under View > Interface Designer. From there you can select each piece and move them up/down using the arrows to nest them. 

In the example I sent, I have the product category drop down nested in the check box so it is only shown when the check box is selected.

[Cbennett022]

Great thank you! Another question here..

I have one container that takes a template and creates replicas based on a certain field, it uses blob tools. I run this first to create the file, then run a second container to replicate those files again.

When I run the workflow as a standard workflow it works perfectly. But when I do it via an app, it does not generate the replica templates. Does this have anything to do with using the blob tools and creating temporary files?

Container 1:

Container 2:

[Cbennett022]

This will still not work for me.

To clarify my process, I updated my workflow to remove the first container creating the blobs and now run a separate workflow first using a copy command & .bat to replicate my templates

Then in my workflow where the checkboxes and filter/detours are being using, which are flowing to the output, I am wanting to select which files to output. If I do not make this portion an app and just run for all companies, it works fine, but if I try to make the selection from a list, it does not generate an output. Is this because of how I am creating the replicas?

Here are screenshots of my output and interface components, Configured the same as yours