Workflow Template

[MarqueeCrew]

When creating a workflow I generally open a "TEMPLATE" first and then immediately save it to the "NEW WORKFLOW NAME".  My template includes all my preferences that aren't set naturally within the user settings and won't get RESET by them either.  It has a comment box and containers as well as logos and copyrights.  It would be nice to have ready access to this feature.  Maybe others have standards that they want applied to all users and their workflows too.

Thanks,

Mark

[paultno]

Any update on this?

[vitorfc]

I saw on a session in Inspire 2019 that there is a specific folder (something like Start Here) where you can save your template and then every time you open a new workflow it uses it as the template.

I tried to find this folder but couldn't yet. Does anyone know where is this folder?

Thanks.

Vitor Cavalanti

[vitorfc]

Actually, it is the workflow called Start Here.yxmd that is saved at C:\Program Files\Alteryx\Samples\en\Start Here folder.

You can use this workflow as your template and copy across your team so everyone can use it.

[JarodVZW]

I actually do not have this folder in this location. Any ideas? I am on 2018.4 so maybe that is the issue.

[vitorfc]

When you open a new alteryx window it usually starts with the Start Here.yxmd and a New Workflow1 opened.

Then if you click with the right button over the Start Here.yxmd you can locate the folder:

[Joe_Lipski]

You usually need admin rights to edit content in this folder too.

[CristonS]

This is not approved for the short term, but we will revisit this in the future.

[NicoleJ]

Stay tuned, 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!!