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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.

16 Comments
AlexBibin
8 - Asteroid

Second this, great idea!

Joe_Lipski
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/

mouna_belaid
8 - Asteroid

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

NicoleJ
Alteryx
Alteryx
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.

NicoleJ
Alteryx
Alteryx
Status changed to: Coming Soon

Stay tuned, template options coming soon!!

NicoleJ
Alteryx
Alteryx
Status changed to: Ongoing

Released our initial launch of Custom Workflow Templates in 23.2! This will be an ongoing effort as we have a few more fun features to add to this in our next releases... stay tuned! 😁

https://help.alteryx.com/current/en/release-notes/designer-release-notes/designer-2023-2-release-not...