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Alteryx Designer Desktop Discussions

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How to Extract Tool Metadata within Alteryx Workflow

Akash_Saxena
5 - Atom

Problem: My workflows reads a lot of queries thus many inputs are there. I need to update each tool everytime there is a chaneg in source/credentials.

 

Approach: I want to build a WF that extract a tool's metadata within workflow i.e. extract connection string/credentials (specifically credentials and connection parameters i.e. server & db etc. & Query) etc. from one input tool and supply same to other input tool inside Macro within same workflow so that i don't have make updates in multiple places.  

 

I am still unable to figure out a way to extract Metadata/properties of a tool (input tool) within workflow. Can anyone throw some suggestions?

 

 

 

p.s. Analytics app is not an option for me as ultimately a business user will run the workflow and we don't to share this info with them to input in app interface.

4 REPLIES 4
Gumsmenezes
10 - Fireball

Hi @Akash_Saxena! Have you explored the tool field info? I believe it could be what you need in combination with the directory tool.

davidskaife
14 - Magnetar

Hi @Akash_Saxena 

 

Its not quite what you're asking for, but if all you're wanting to do is bulk change credentials then you can use the Workflow Dependencies within Alteryx? If you go to Options->Advanced Options->Workflow Dependencies

 

Screenshot 2025-04-11 095456.png

From here you can edit all the dependencies, updating file paths, changing connections etc etc. Default view is grouped by dependency, but you can change it to individual tools.

 

Would that help?

Akash_Saxena
5 - Atom

@ Gumsmenezes  yeah but it doesn't give me all metainfo about the tool and its source specific for example it gives me filepath for flat file but doesn't give me servername/db for ibm db2 or Sharepoint connecti

Akash_Saxena
5 - Atom

Hi DavidSkaife

Unfortunately it will not serve my purpose as we also have to build some validations based on credentials. 

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