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Alteryx Designer Desktop Ideas

Share your Designer Desktop product ideas - we're listening!
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Workflow Template

Status: Implemented Submitted by 20 - Arcturus on ‎10-15-2015 06:02 AM
15 Comments (15 New)

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

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15 Comments
cgoodman3
14 - Magnetar
14 - Magnetar
‎09-06-2022 09:56 PM

It would be great for enterprise customers if they had an ability to manage the start here.yxmd as part of the distribution of the software. It would give them the ability to either provide the company approved template out of the box which would drive adoption of it, and negate the need to direct users to overwrite it (plus as Joe states there are sometimes admin rights that will need to be obtained).

Or alternatively using the similar format to the current start here file, but to update links to internal corporate pages, such as how a user can request office hours, links to internal knowledge articles etc.

NicoleJ
Alteryx
Alteryx
‎01-03-2023 05:40 PM
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
‎10-24-2023 12:41 PM
Status changed to: Coming Soon

Stay tuned, coming soon!!

0 Likes
NicoleJ
Alteryx
Alteryx
‎11-01-2023 03:09 PM
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... 

NicoleJ
Alteryx
Alteryx
‎05-10-2024 04:38 PM
Status changed to: Implemented

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!!

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