I am trying to prompt the user to enter data that will be used later in the workflow based upon a summary of several data cells available in the workflow. The answers I'm looking for require that the user be shown the summary in order to make the best decision. How do I add the summary data to the interface? Right now I'm only seeing ways to ask questions using text boxes which do not let me give enough clarity for the user to properly input their response. A
I think I'm asking how do I generate a form like in MS Access or at least fill out table columns with the data I need from the user. But Alteryx Interface tools and Macros have always been a mystery to me. I don't know how have the responses linked to a given record using the interface tools
Essentially I'm looking for something like below:
The Next Steps needs to be free text as there is no good way of knowing ahead of time what the issue will be.
The Assigned Personnel I think I can easily get away with a Pull-down showing available personnel but that's the fancy stuff I can save for later.
FROM WORKFLOW USER INPUT USER INPUT
Report# Summary Next Steps Assigned Personnel
Record1 Broken Axle Re-weld Manufacturing
Record2 Leaking Seal Add back-up ring Service Technician
Record3 Control Panel blank Re-solder power connection Micro-miniature
Record4 Missing Parts Check sales order and ship part Customer Service
