Load an Alteryx Template file when creating a new workflow

[Hugo]

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.

[AlexBibin]

Second this, great idea!

[Joe_Lipski]

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]

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

[NicoleJ]

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]

Stay tuned, template options coming soon!!

[NicoleJ]

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... 

[NicoleJ]

With additional enhancements in 24.1 to the Custom Workflow Templates we introduced in 23.2, we're marking this one as implemented! 

Check out the latest enhancements in our Designer release notes, including:

• Adding metadata and thumbnail icons for your templates
• Choosing templates from an easy-to-see thumbnail grid view
• Customizing the folder location for where your templates live in User Settings (great for setting up an organization-level template repository in a shared location!!)

Hope you enjoy these enhancements - can't wait to hear how you are using workflow templates to speed up your own use cases!!