Alteryx Designer Desktop Ideas

In some cases, the information about incoming columns to tools are (temporarily) forgotten, e.g. if Autoconfig is switched off, if the incoming connection is temporarily missing, or if column names are generated dynamically and the workflow has not been executed, yet.

Many tools deal with that situation well, e.g. Selection, Formula, or Summarize. In these cases, the tools tell the user that they cannot find incoming columns, but they preserve the configuration so that the user still can (at least partially) work on these tools and important information on the configuration is not lost:

Example Select Tool

1. First step: Connections present, configuration typed in:
   
2. Second step: Connection cut, confguration opened. The configuration looks screwed up but implicitly contains all settings:
   
3. Third step: Connection re-connected. The configuration is as before:
   

Other tools behave the opposite, for example Unique or Macro Input (an for sure many other tools). If the incoming columns are currently unknown to the Designer and you click once on the symbol, the entire configuration of this tool is lost. You might try to get the configuration back by pressing undo. This, in most cases does not work. Or, even worse, you find out what happened later when it's too late for undo. In this case, you either have an old version of that workflow to look up the configuration or you have to re-develop it. In any case, this is unnecessary and time-consuming software behaviour.

Example Unique Tool

1. Step 1: Connections present, configuration typed in:
    
2. Step 2: Connection cut, confguration opened. The configuration is empty:
   
3. Step 3: Connection re-connected: The entire configuration is permanently lost:
   

I wasn't sure whether I should report this as a bug or a feature enhancement. It is somehow in between. Two aspects tell me that this should be changed:

• Inconsistent behaviour of different tools for now reason,
• Easy loss of programming work, resulting in time-consuming bug fixing.

Please make sure that all tools preserve their configuration also if information on incoming columns is temporarily lost.

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

The basic concept behind this idea is to allow us (users) to have:

• Design Patterns
  • Repetitive patterns to be reusable.
  • Select after and Input tool
  • Drop Nulls
  • Get not matching records from join
• Conditional execution
  • Tell Alteryx to execute some logic if something happens.
  • Record count
  • Errors
  • Any other condition
• Order of execution
  • Need to tell Alteryx what to run first, what to run next, and so on…
  • Run this first
  • Execute this portion after previous finished
  • Wait until “X” finishes to execute “Y”
• Orchestration
  • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

1. Refers to the actual interface of the Tool Container.
2. Provides the ability to disable a Container (and all tools within) once it runs.
   • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
   • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
   • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
   • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

I'm looking forward to hear what you think.

Best

Today, there is an checkbox to "Disable All Tools that Write Output" within the Runtime settings for a workflow.  Setting this option requires at least 3 clicks:

• Click on the canvas
• Click the "Runtime" tab in the Configuration pane
• Click the checkbox

Could a keyboard shortcut be added for this?  I've spoken to several users who leverage this feature and, while it is already a time saver, it seems helpful enough where a keyboard shortcut is warranted.

If the tables in the config window has lots of rows, it is quite complicated to find those of interest. 

Please add a filter or search option (e.g. by the field name) to display only the relevant rows.

It would also be helpful to select or deselect multiple selected rows with one click.

Find an example from the "Select-Tool":

We have lots of tools that create new column(s) from the Inputs, e.g., Generate Rows. It'd be very nice if the new column(s) is/are highlighted in the Output. This makes it a lot easier for users when developing the workflow.

I can't even count how often I looked at an Excel, CSV or even YXDB file, where I KNEW that it was generated by Alteryx, but I couldn't remember the workflow. Currently, I have to simply go through all workflows I ever build and see if I can find it.

Theoretically, I could use a text-search across all workflows and see if I can find the output names - problem here: Most of my output filenames are generated dynamically on the run.

It would be amazing if Alteryx could simply write the Workflow name (maybe even path) into the metadata of a file.

(Screenshot from Google, as my os is set to German) 

How about, we write "This file was created with by "Create Controlling Reports.yxmd on 2023-02-06 with Alteryx Designer 2021.4.298434" in the field 'Comments'?

This would make it extremely easy to find what workflow the file generated. I think it would be an option to talk about "filepath" instead of filename, but the filepath could include the local machine name, which might include GDPR information.

@Community: Is there any additional information that you'd like to see in the metadata?

Best

Alex

When making any type of macro, it's important to test the functionality of the macro via a debug.  This is accomplished successfully with normal tools, however there's a bug that will not allow the user to debug In-DB macros that use either of the following standard Alteryx tools:  

• Macro Input In-DB
• Macro Output In-DB

If either of these tools are included in the macro you are building, an error message will appear not allowing you to open a debug.  

Error message: Question Tool Load Error:  A question tool with a tool id of XXX is missing the associated question data.

Of course, Macro input and output tools do not require any specific action/question tool associated with it.  This is a bug.  A user pointed out the XML issue almost 3 years ago here:

In summary: "It appears that the tool itself inserts a hidden Question attribute into the XML which can also be seen in Workflow Configuration"

Source:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/In-DB-Macro-Input-and-Output-t...

Examples....

A normal macro, using standard tools:

After debugging a standard macro, the Macro Input/Output tools correctly change to a Text Input and a Browse tool.  This allows the macro author to test the macro.

However, when trying the same thing with In-DB tools in a macro, an error message appears:

In-DB macro 1:

In-DB Macro error message (after clicking "Open Debug"):

Just like there is search bar for Select Tool, there should be one for Data Cleansing tool also.

Today, I am able to take an excel file from a folder and drag it onto the canvas, which automatically creates an Input Data tool.

I would like to be able to drag an excel file right from outlook to do the same! 

We will not be enabling DCM for the time being (see https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Enable-auto-complete-predictive-typi...).  

But, when you do not enable DCM, you get an annoying pop up every time you open Designer that says "DCM toggle is not enabled". 

Please give us the ability to turn this pop up off.

Hi

The action of the 'tab' key in configuration window recently appears to have changed from indenting to a navigation function. 

The user should be able to select which action the tab key performs. 

Alternatively, tab should indent and shift-tab (or alternative) navigate. I'm not the only one who would appreciate the choice.

PuffinPanic

It would be great if we could add example workflows to our macros, accessible in the same way as from the original tools (example hyperlink shown after single-clicking on a tool in the tool palette or when searching in the search bar).

There is a post on how to do it for custom tools How to add an example link in the custom tool (alteryx.com). The way described there has limitations and does not seem to work on macros: I was able to get the link to show up, but nothing happens when I click.

My suggestion, make it easy to add an example workflow to a macro, like it is to change the logo or add a help link.

I can be picky about how my workflows are laid out.  Oftentimes, the connector between tools has a "mind of its own" as to what direction it goes and how it crosses other objects.  I'd like to see the ability to control the connector lines with "elbows" that can be positioned in custom locations and directions, like an MS Visio diagram. Alternatively, add a simple "pin" tool could be added to the canvas and it's only function is to take in and send out a connector line by defining the input and output location.  The input and output locations could be defined angularly/radial in degrees, for example.  Image attached below of existing workflow with a "troublesome" connector and the concept of "elbows" and "pins" added as an alternate control mechanism.  Both would be great!  :)

Add Unicode category to the cleansing tool

In the RecordID tool,  provide additional options for the creation of the ID, specifically allow for the ID to 'Intervals'. 

For example, Record ID every 10, meaning instead of creating an ID of 1, 2, 3, 4, 5 .... you could create an interval of your choosing, the most obvious would by 10 or 100  thus your ID's would then be 10, 20, 30, 40 ....  or  100, 200, 300, 400, 500 ... etc. 

Currently when debug mode is entered in analytic apps and macros, the direct inputs to the app/macro when the error occurred are hardcoded into a workflow in debug mode, so that errors can be more easily detected.

However, inputs into analytic apps also create global variables which can be used in the more code-heavy aspects of Alteryx such as the Formula Tool. These are not updated in the same way which can cause workflows to break in debug mode - it would be really helpful if global variables could be updated in the same way as the inputs into tools are.

Very often, I used a container to make notes about certain parts of the workflow. Some of the comments that I created are pretty long. Could the user have the possibility to have at least rows for the title of the container?

I have created a screen to show what I have in mind. Potentially users could have the ability to turn this option on or inside the container?

The Edit menu allows you to see what your next undo/redo actions are. This is super helpful, however sometimes I decide to scrap an idea I was starting on and need to perform multiple undo's in a row. It would be great if we could see a list of actions like in the debug undo/redo stack menu then select how many steps we'd like to undo/redo.

For example, using the below actions, if I want to undo the Change Summarize Properties and also the Modify Summarize, currently I have to do that in two steps. I'd like to be able to click the Modify Summarize and have the workflow undo all commands up to and including that one.

When you start using DCM - you may have existing canvasses which use regular old connection strings which you want to migrate to DCM.

Currently (in 2023.1.1.123) - when you select "Use Data Connection Manager" - it shreds the configuration of your input tool which makes it difficult to just convert these from an existing connection to a DCM connection

The only way to then make sure that you don't lose any configuration on the tool then is to use the XML editing functionality of the tools and copy across your old configuration.

Could you please add the capability to keep my current tool configuration, but just change from using a regular old connection string to using DCM?

Many thanks 

Sean

cc: @wesley-siu @_PavelP