Bring your best ideas to the AI Use Case Contest! Enter to win 40 hours of expert engineering support and bring your vision to life using the powerful combination of Alteryx + AI. Learn more now, or go straight to the submission form.
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Workflow documentation

DeeSC
5 - Atom

Hi, I am looking out for ways to automatically extract the documentation of the workflow built.

I require a columnar extraction as follows 

'Tool ID', 'Tool Type' , 'Input/Output' , ' Columns/Fields used', ' Name of file for input/ output' etc

 

I have tried linking with Python, XML Parse but its not giving me the desired output

6 REPLIES 6
GrowthNatives
8 - Asteroid

Hi @DeeSC ,

Yes, it’s possible to extract workflow documentation in a structured (columnar) format from an Alteryx .yxmd file using XML parsing — this is exactly how tools like Workflow Admin Manager (WAM) and metadata macros work.

 

Here’s a step-by-step approach:

  1. Read the Workflow File: Use the Input Data Tool to load the .yxmd file as text (set file type to "Flat ASCII").
  2. Use the XML Parse Tool: Configure the tool to parse at the path 
/AlteryxDocument/Nodes/Node
​

3. Extract Key Attributes

  • Use Select or Formula tools to extract:
    • Tool ID: from <Node ToolID="...">

    • Tool Type: from <GuiSettings Plugin="...">

    • File Name: from <Configuration><File value="...">

    • Field Names: from <Properties> or <Field name="...">

4. Use Regex Tool:

  • To extract embedded attributes (e.g., file paths or field names), use Regex patterns like: 
File="([^"]+)"
Field="([^"]+)"
Plugin="([^"]+)"
​

 

 


Hope this solution helps you make the most of Power BI! If it did, click 'Mark as Solution' to help others find the right answers

💡Found it helpful? Show some love with kudos 👍 as your support keeps our community thriving!

🚀Let’s keep building smarter, data-driven solutions together! 🚀 [Explore More] 

ntakeda
12 - Quasar

I haven't used it myself, but I think it’s probably possible with Alteryx Copilot.

https://help.alteryx.com/aac/en/alteryx-copilot.html#marketplace-download

caltang
17 - Castor
17 - Castor

This is a great plug for my article: https://community.alteryx.com/t5/Engine-Works/AI-Meets-Alteryx-Exploring-XML-Automation-and-Insights...

 

In it, it details how you can extract the information with any LLM of your choice. :) 

 

Hope this helps @DeeSC 

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
terry10
12 - Quasar

I use the Workflow XML parser:  https://help.alteryx.com/current/en/designer/tools/parse/workflow-xml-parser-tool.html

 

Point the Blob Input tool at the .yxmd or .yxmc file of your workflow, convert the blob to a string, then connect to the Workflow XML parser.  

Screenshot 2025-05-19 192947.png

csh8428
11 - Bolide

@terry10 how do you have the blob convert tool configured?

terry10
12 - Quasar

@csh8428 

 

Sorry for my delayed reply.

  

terry10_0-1753897243595.png

 

Labels
Top Solution Authors