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Alteryx Designer Desktop Discussions

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Save Workflow to SharePoint

MelGibson
10 - Fireball

Is there a way to save the workflow into a SharePoint site? I can open the SharePoint folder and browse and select the workflow, but I wanted to know if you can do a save as into SharePoint. To clarifiy - not the output the actual worflow. 

4 REPLIES 4
danilang
19 - Altair
19 - Altair

Hi @MelGibson 

 

You can try this

 

In the Sharepoint document library select "Add shortcut to one drive" 

s.png

 

This add a link in file explorer that you can then save your workflows to

fs.png

Dan 

MelGibson
10 - Fireball

I was able to follow those steps; however, it goes into my files. Our company is moving away from Shared Folders and so I am trying to see if there is a simple way to save into a shared SharePoint folder. Your instructions allows me to get it part way unless I followed them wrong, but I would still have to move it to the shared area. 

danilang
19 - Altair
19 - Altair

Hi @MelGibson 

 

Follow the steps starting in the site where the Shared folder is located.  This should create a shortcut directly into that folder.  If the option to "Add shortcut to OneDrive" is not available in the shared folder, work with your SharePoint admins to get the proper permissions 

 

Dan

 

dtsoy
6 - Meteoroid

Hi @danilang ,

 

Do you know if that solution will work with Alteryx Server? We are using Gallery in order to execute the flows.

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