I am fairly new to Alteryx and I am having difficulty finding a start to finish explanation of using the List Box or Radio Button Interface tools. My understanding is that the tools can be used to filter unwanted data from a list without having to manually adjust with a filter within the workflow. Here is a basic sample of data that I would like to filter down:
Branch | Date | Check Amount |
Dothan | 12/14/2017 | 61600 |
Indianapolis | 7/27/2017 | 6683.63 |
Indianapolis | 4/12/2018 | 9185 |
Dothan | 9/29/2017 | 5875 |
Milwaukee | 6/16/2017 | 5155 |
Tulsa | 8/3/2017 | 8801 |
Dothan | 3/13/2018 | 5070 |
Albuquerque | 11/28/2017 | 5986.06 |
Dothan | 2/19/2018 | 6000 |
Dothan | 2/5/2018 | 6000 |
I would like to filter this data based upon Branch. My intent is to build in the List Box or Radio Button features so that another user would only need to select the branch or branches they want data for and then the workflow can go about preparing the data. If I understand the process (which I most likely do not), the Interface Designer has to be used to configure these types of tools? Any suggestions on how to set one of these tools up within my workflow and how the Interface Designer should be configured to make it work? Any help is appreciated!
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Hi there!
You probably want to use a checklist if they can make multiple selections - radio buttons will only allow one. Also, radio buttons are more used for a 2 option selection.
You probably want a checklist or a dropdown box.
This article on how to configure a Dropdown Box is pretty much identical to your scenario - you would just connect the other steps to a Picklist tool instead - https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Tool-Mastery-Drop-Down/ta-p/37094
Take a look and let me know if this makes sense otherwise I can try to build out an example for you.
Best,
Zak
I put together an example that will do exactly what you're looking for.
Note: In order to engage the Interface tools, you have to run the workflow as an application (the little magic wand button next to the play/run button).
If this solves your issue, please make sure you mark this post (or another one that solves the issue) as an accepted solution so that the community knows you've been helped!
ZacharyM,
Thank you very much for the example. We were able to apply it to a more complicated workflow and it works great!