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Alteryx Designer Desktop Ideas

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Can you put a check box on the container title bar to make it easier to enable/disable containers in the process window? And can you make the minimize/maximize option for a conatiner a separate option from enable/disable?

I am currently using alteryx to generate pdf reports and noticed there is no option to have multiple row headers. In my line of work i cant skip this as the end users insist on having it like they have always had it.

I definitely think this should be available as many of us like replicate canned reports which are otherwise in excel and hence see the need for such an option.

 

The following might give an example of the multi row header,

 

multi row.JPG

 

Also the ability to merge certain columns to create the above effect should be available.

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.

Documenting your Alteryx workflow is important because it allows others to understand and modify it as needed. To document your workflow effectively, you should provide detailed information about your inputs, outputs, tools used, and any assumptions or limitations.

 

When it comes to documentation, annotations are often more practical than the comments tool. However, the comments tool in Alteryx offers a useful feature that allows you to customize the background, font, and border colors. These customizable colors can be beneficial when reviewing workflows, as they help draw attention to specific details or notes.

 

In the screenshot below, you can observe that the highlighted comment attracts more attention compared to the annotation on the left side, even though they contain the same comment.

 

It would be great if the color customization features available in the comments tool could also be added to the annotations of any tool.

 

SaadNaser_0-1684052340300.png

 

 

 

I wasn't able to find an existing idea for this, so here goes...

 

We often put URLs in Comment boxes in order to direct workflow users to different resources, but users are then required to go into the Comment and copy the string (and then paste in their browser). It would be quite handy if the Comment tool simply turned text strings with a url format into clickable links (as seen in Word, Slack, etc).

 

It would be even more handy if it also had basic text formatting tools (bold, italic, underline, coloring, highlighting of specified characters/words) -- or if it could just render html (like this text tool I'm typing into right now) 😎

I am aware that an Auto-Documenter tool is available in the Gallery, but that has not been maintained since 2020. 

 

It would be great if Alteryx could have that as an added feature to the Designer as an option for end-users to utilize. 

 

The breakdown of it can be done via XML parsing as such: 

<Nodes>: Configuration of tools

<Connections>: The tools used

<Properties>: Workflow properties

 

Right now, the current workaround is for users to export their XML, and the internal Alteryx development team has to build another workflow that reads the XML accordingly + parses it to fit what is needed. 

 

It would be better for Alteryx to build something more robust, and perhaps even include some elements of AiDIN which they are promoting now.

So while working through a workflow that takes up a bunch of canvas space, I find myself jumping between two points, one at the beginning and one at the end. Every time I need to jump to the other point, I have to zoom out and scroll over and down and then zoom back in. 

 

What if there was a tool that you could drop on the canvas as a "point of Interest" that if you select it (perhaps) on some other part of the interface, takes you right to that spot in the workflow. I know that currently you can look up tools and it will take you to the location of the tool, but it can be difficult when you are jumping around 4 or 5 different spots to remember which tool number is which.

 

I would use this all the time!

 

Just a thought

Can we set our own Comment tool default preferences? - For me I want to set the text alignment to be "Center" by default, currently it's always "TopCenter" when I open it.

 

Rujin05_0-1603858243735.png

 

I really like the Tool Container. I also really like to have neat and tidy modules. Sometimes though, the two are in conflict because the Tool Container automatically sizes itself so I end up playing around with tool placement to get my containers the same.

Could you please add the option to make the Tool Container a sizeable object (like the Explorer Box) or give width and height value boxes in the tool properties?

Add the option to flip comment boxes, so they can be read down-up, instead of left-right... (see below in red, how it looks and how it could be). 

 

image.png                                 image.png

We all know and love the Comment tool. It's a staple of every workflow to give users an idea of the workflow in finer details. It's a powerful tool - it helps adds context to tools and containers, and it also serves as an image placeholder for us to style our workflows as aesthetically pleasing as possible.

 

Now, the gensis of this idea is inspired by this post and subsequent research question here.

 

The Comment Tool today allows you to:

  • Write your text and provide context / documentation to your workflow
  • Style its shape
  • Style its font, colour, and background colour
  • Align the text
  • Put an image to your workflow

image.png

 

But it would provide way more functionality if it had the capabilities of another awesome Alteryx tool that is not so frequently mentioned... the Report Text Tool!

 

What's missing in the Comment tool that the Report Text tool has?

  1. The ability to add active data records from the workflow to its text
  2. Its wider range of styles which allows for more functionality such as with its Special Tags functions
  3. Its ability to hyperlink
  4. Text mode options!

image.png

 

Now, whilst I understand that the Report Text tool is just that, a tool that needs to be connected to the data to work, so too does the Comment tool (to a lesser extent).

 

It would be awesome to have the ability to connect the data to the Comment tool as it was a Control Container-like connector. It can also be just like the Report Text tool with an optional input, thereby making it like a normal Comment tool.

 

To visualize my point:

image.png

 

The benefits of doing so:

  • Greater flexibility to the user
  • Styles are endgame
  • Users can use the comment box as a checksum or even a total count / checker to ensure everything is working as intended
  • Makes the comment tool more powerful as a dynamic workflow documentation tool

I think it'll be a killer feature enhancement to the comment tool. Hoping to hear comments on this! 

 

Kindly like, share, and subscribe I mean comment your support. Thanks all! 😁

 

-caltang

When we have too many steps in a workflow, it is mandatory to use container to represent better business flow. It can collapse many steps to represent one business flow.

But, when we open collapsed tool container, workflow canvas not resizing to give space for tool container, it overlap on existing tools.

 

It is better to resize workflow canvas when we collapse or resize tool containers. 

Speed up canvas edits - The Create/Remove Space Tool

 

Usually day two of working with a canvas I realize that I have been a fool, and I come up with a significantly more elegant or simple solution.  Moving all of the containers or tools to fit my slick new container is cumbersome and slow.  I've created a GIF of a feature several tools have which allows the user to easily move and arrange items on the canvas.

 

Open source tool used in demo: bpmnJs

 

 

giphy.gif

 

 

 

 

 

When documentin alteryx screen I sometimes hit printscreen and need to paste important matters to Comment tool...

But there is no paste from clipboard 😞

 

idea.png

I suggest adding a minor icon that enables not only reading from png but pasting a screen or other image copied directly from memory...

 

For I need the following setting so I printscreen and capture as is;

 

Join doc.png

 

Then put that into a PNG or JPG file using paint. And then prepare a comment box with that image in the background...

 

Becomes.png

 

This should be a simple addition:

 

In the same way that many default tools automatically generate annotations when they are dropped into the workflow, or their configurations are modified, there should be a way to add custom annotations for custom made macros. 

 

Thanks!

Having the open / close ( expand / collapse ) button for the tool container in lhe top right corner implies that everytime a big container is expanded, to close it the user has to move the pointer to its new position, which sometimes mean scrolling / zooming out and then zooming in to locate it.

I suggest to locate that button in the top left corner by the side of the enable/disable switch or even a double click mechanism for open/close, which would enable to user to open, see what is inside the container, and close it without moving the mouse to locate the new location of the button.

 

 

It would be great if it were easier to add a comment tool to the canvas. As I think about what my workflows are lacking, it's good documentation. My biggest hurdle...is myself. I am simply too lazy to stop what I'm doing and add comment tools. What if you could either 1) double click on the canvas and it brings in a comment tool where I can start writing comments or 2) add a Keyboard short cut in order to add a comment tool (control + shift + C perhaps)? Either of these would help me build better documented workflows.

With a module that contains a lot of tool containers, it would be nice to have an option (similar to Disable All Tool That Write Output in the RunTime TAB) to disable all Tool Containers and then I can go pick the one or two that I would like to enable.

(1) I would like to have more text formatting options available in the Comment Tool, such as:

  • set different format for selected words (color, bold, underline, size..)
  • indenting
  • bullet list or numbered list

(2) Option to remove or recolor the blue outline of the comment box. (Especially when I have a comment in a color-filled comment box, I would prefer a comment box without a dark outline.) 

 

(3) UX -  Add an arrow cursor to indicate resizing functionality

Support for Markdown in Comment Tool

 

Allows for better formatting of comment and possibly include images and hyperlinks.

 

This will be great for workflow documentation.

 

Currently, the comment box can only be formatted as a whole and not on individual text.

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