Default tool and canvas settings + order of events

[ryan_rice]

Alteryx is extremely user friendly. It is simple to use, self explanatory, and manages to ride the difficult line in balancing pre-defined "canned" tools, yet allow enough user-customization to embrace advanced users' specific requirements. One area in which Alteryx could further improve upon though is additional options/inputs for users to change default tool and canvas settings, as well as improved overall formatting shortcuts.

One of the differences between a truly autonomous, ever-green, or "corporate" solution and a "user-specific workflow" are tool annotations, tool names, and the overall presentation of a workflow. Without annotations and/or a tool naming convention, any given workflow still requires significant time for any user to sit down and truly understand any given workflow. However, with the settings as-is, this can be extremely time consuming, tedious, and monotonous at times. This can be reconciled with some sort of inclusion of default settings that intelligently can use some sort of user-input settings to better annotate tool names beyond the current default, as well as tool names. Specifically - the default annotation settings are good in thought/design, but poor in practice. They clutter workflows, are truncated past the very first few lines, and are usually always changed in final workflow drafts. One solution would be to allow users to set default annotations for specific tools (i.e., "Calculated Fields" for formula bars, and/or no annotations ever even), and utilize the current default annotation settings used now and applied to a hint display box that appears when hovering over any given tool. A different solution may be as simple as taking only new calculated field names as the annotation, rather than each field and its formula. In that instance, I have yet to see any final workflows in which the default annotations for every tool are kept. An even better solution would be to have some sort of canvas view that allows users to make mass, stream-lined changes to tool and canvas formatting - i.e., select all formula tools, and apply a single user-input formatting schema. Select multiple tool boxes and adjust their visual appearance, etc. Other default settings that would be nice to adjust are toolbox and comment settings, as well as saving custom templates for toolboxes/comment boxes. This would just eliminate all the time in which we create similar templates over and over between workflows. This would de-clutter workflows, save needless time always removing/adjusting default annotations, and allow yet another "quirk" that separates Alteryx above the rest.

Again, these are just a few suggestions in which I feel Alteryx can continue to set the bar, and the standard for the rest of the industry. Thank you!

[Community_Admin]

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