Looking for Starter Kits? Head to the Community Gallery! Now formatted as YXIs for easy installation.

Alteryx Designer Desktop Ideas

Share your Designer Desktop product ideas - we're listening!
Submitting an Idea?

Be sure to review our Idea Submission Guidelines for more information!

Submission Guidelines

Load an Alteryx Template file when creating a new workflow

When we create new workflows, we like to have them in our company template, to stnadardise documentation. This makes it easier for a supervisor to review, and for a colleague to pick up the workflow and understand what is going on. For instance, we have all data input on the left, and all error checks and workflow validation on the right, and a section at the top with the workflow name, project name, purpose etc. We have a workflow that we use as a template with containers, boxes and images all in the appropriate places


It would be great if there was an option to select a workflow as a template. When a new workflow is opened, it would load this template rather than having a blank canvas.

8 - Asteroid

Second this, great idea!

13 - Pulsar
13 - Pulsar

Here's @BenMoss's blog on how to do the steps mentioned in a few of the previous posts and a ready made Template for you to make your own: https://www.theinformationlab.co.uk/2019/02/14/documentation-best-practices-with-alteryx/

8 - Asteroid

 Thank you so much @JoepPaulusse for sharing these clear instructions! I've followed them and that works perfectly.

Status changed to: Accepted

Similar to this idea - definitely recognize the need for this type of functionality for customers/enterprise organizations that want developers to adhere to certain standards/best practices/workflow formats.