Managing Changes to Workflows - Designer to Gallery

Experts -

I'm sure I'm doing something wrong here...but wanted you to confirm! This is my process to save and edit workflows between Designer and Gallery, which seems like a lot of extra steps:

1) Create workflow

2) Save to file system

3) Save to Gallery in "Private Studio"

4) Migrate from "Private Studio" to "Collection"

5) Create schedule either in Private Studio or Collection

Now, if I want to make changes:

1) Make changes to workflow saved to file system

2) Delete workflow in Private Studio (which deletes it from the Collection, and also deletes the schedule)

3) Resave to Private Studio

4) Migrate again from Private Studio to Collection

5) Recreate schedule

It would be easier if I could just upload the changes from Designer to Gallery without having to delete anything, create duplicate copies, remake schedules and so on. Please advise....

Thanks!

Workflow

Developer

Gallery

Accepted answers

scottj

File>open workflow from Gallery>select for gallery, or add connection

Here's info for saving to Gallery.
https://help.alteryx.com/current/ModulePackager.htm?Highlight=Open%20workflow%20from%20Gallery

All comments

scottj

That seems like a lot of extra steps. Here is my typical process:

1. Create workflow

2. Save to Gallery

3. Schedule

4. add to Collection or Gallery home if I want to share.

To edit:

1. open workflow in designer from Gallery

2. edit.

3. save (this saved the changes with a new version in the Gallery)

If you open a workflow from the Gallery, edit, and save, a new version is created for each edit. This allows you to keep track of changes and choose with version is published in case you need to roll back. I don't save anything locally anymore. You have the option, but the server is typically more secure.

Bonediggler

That sounds more like it!

Now how do I open the workflow from Gallery?

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