Alteryx Designer Desktop Ideas

In the new Intelligence Suite tools the PDF Image Template tool allows a user to select portions of the document to be OCRed downstream by the Image to Text tool, however there is no way to currently zoom in and out of the document to draw the annotations, the only way I have found is to stretch the configuration window and the PDF width will autoscale, but doing so will lose the annotations.

So the request is to have zoom in/out and pan options within the configuration pane to improve the UX.

It looks like as of 2022.3, workflow tabs get shortened to a specific width. This is fine however now the asterisk that lets me know if my workflow has changed doesn't display in the tab anymore. I would have to look at the top of the screen to see this. I know this isn't a huge deal, but it would be nice to still be able to see the asterisk in the tab so that I can still know which workflows have been saved even if I am currently looking at a different open workflow. One solution may be to move the asterisk to the front of the workflow name.

Also, would users want a setting to allow them to keep full workflow names versus shortening them?

Thanks!

It'd be great to have all DCM connections available in the Data connections window.

And when Use Data connection Manager (DCM) is ticked, The screen defaults to DCM Connection list. 

When building a workflow with testing tools, you tend to want to be able to put these in container and then minimise this to improve readability of the workflow.

For example instead of this:

You might want to minimise the error checks like this:

However when running apart from reading through the results window, there is no immediate indicator that there is a tool inside the container that has errored:

So the feature enhancement request is to add in an exclamation marker to show the user that a tool inside has an error and you can then easily open it up and investigate further.

Hi,

This idea is to suggest we add additional comparison capability to the Designer Join tool to more closely mirror what is possible in SQL. Usually, teams work around this limitation by adding tools after the Join tool (or using SQL queries at the start of a workflow), but it would be great to do this in the Join Tool itself.

The current Join Tool in Alteryx only allows for exact field comparisons, but not for more flexible joins, such as the example below

LOAD * FROM Table A

LEFT Join Table B

ON A.Firstname=B.FirstName

And A.Country <> B.Country

AND A.Lastname LIKE (B.Lastname)

OR A.Nationality = B.Nationality

I've drawn a mock-up of what I think could be enhancements to the existing tool. In simple terms, I think there are these options for improvement:

1. When joining on specific fields, allow the user to specify operators for how the fields should join, e.g. Field A=Field B and Field C  !Contains  Field D (almost like the Filter Tool does this). This could be enabled by permitting operators in the menu between the 2 fields, as illustrated below

2. Have the option to say that if either field matches, you'd like to join (i.e. option to choose if this is an AND or OR join condition). A new field would need to be made to the left of the field selection, as illustrated below

3. Perhaps there could be the option to write the expression as you would a formula for the Error message tool (but in a positive context), e.g. Field A != Field B

4. How about enabling the Left Join/Right Join/Full Outer Join options from within the Join tool? E.g. if you select the Venn Diagram buttons, you will return your selection? If you don't want to compromise existing capability, you can automatically add a pre-configured Union tool (with the correct left/right/join inputs) after the Join tool based on the user's selection?

Regards,

Tom

When using the Sharepoint Output tool - we have seen a few situations (which are widely reported in the designer discussions thread) where the write to sharepoint fails, but no error is raised.
This often happens because of mismatch in data types, but we've also seen this for other reasons (e.g. we had this once due to column ordering).   In the worst case - this can end up with the sharepoint list being emptied out if the write fails on the first item, again with no error indicator.

The Sharepoint Input and Output are very widely used as a way of giving users a very simple UI to input data that can flow into an Alteryx Canvas - so this is a very commonly used pattern in our environment.

Could we request that the Sharepoint output tool be changed to include explicit errors and warnings on write, so that the user has a guarantee that either the write took place or there was an error to reflect the issue?

Thank you.

It would be great if Tool Containers had an I/O connector icon where you can connect the last tool in that container to and then Cache the container so that it wouldn't have to run every time.

For example, in the diagram below, the output of the Spatial Match would connect to an object such as the "I" that I drew below. We would then be able to cache the output of that container so that all objects in the container wouldn't have to run each time. The "O" would be the cached output and would feed the rest of the workflow. 

So I discovered this neat little tip today where if you have a browse tool in your workflow and click on the hyperlink (2 in the picture below) whilst the workflow is running, it will open a pop-out browse rather than show the data in the results window, meaning you can still see all of the messages). However, If you click on the Tool name/ID (1 in the image) is locks the results window to that tool. Idea for a fix here

And this lead me to think that Alteryx must be populating the temporary browse anywhere in memory as it's running, so it would be great if it was possible to either click on the tool anchors or the tool names in the results window whilst the workflow is running to see the browse anywhere data.

Hello all,

We all have experienced these last years the now famous concept of hide/unhide password :
Here a few examples of it

I would like this exact principle everywhere we have a password on Alteryx.

Best regards,

Simon

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

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 

I set up my canvas how I want it, but I will sometimes undock or auto-hide the canvas windows (Results, Configuration, etc.).  My suggestion is to add a Locked Dock as a selection that will allow for resizing, but not undocking.

One of the common issues when you build macros is the error "the schema of macro output XXX has changed between iterations"

So the next step that we commonly follow is to put a select tool into the flow just before the macro output - and convert all the fields to a specific type; untick the "unknown" field; and then sometimes have to go into the XML to add the "Forced = true" flag into the XML so that it doesn't change over time:

Please could you add an option under the "Options" tab to force / lock down the type of every field with one click?     That would eliminate dozens of clicks on every creation of a macro.

Thank you 

Sean

Currently if I drag a tool onto the canvas and it has multiple input anchors, Alteryx will try to connect to the first input anchor from the output of the nearest tool I am hovering near.

However the improvement I would like to see is where there are specific tools which are required to go into each input that it 'intelligently' connects to the correct input, for example on the gif below I have a PDF input and PDF template tool (pre-computer vision), and when I bring the image to text tool in, it will try and connect the output of the template tool into the D input anchor, when the correct input is the T anchor. What this leads to is me having to delete a connection and then re-wiring which slows down the development time.

Hi team,

Currently, we can FILTER results in the result window using some string operations like "String equals", "String Contains", etc.

Firstly, it's a great feature. Kudos for the same.

However, it would be really helpful if we can add the IN operator functionality to this Result window FILTER.

Most of the time, we always want to check for multiple values while filtering the data.

I am attaching a screenshot of the FILTER location that I am referring to!

For eg, In the above screenshot of the result window, I want to filter for Name IN ('Bullock County','Baldwin County','Butler County')

Kindly look into this.

Thanks in advance.

Regards,

Shreyansh Rathod

When creating annotations in the new image template tool as part of intelligence suite, a feature improvement would be the ability to modify the annotation, to change the dimensions of it.

Currently the only option is to cancel and redraw but being able to edit and drag the existing annotation would be a great addition. This is because the sizing and position of the annotation is important in the OCR process, and when there are many annotations on a page a user is likely to only need to make minor adjustments instead of deleting and redrawing. A mock up is below.

As an international organization we deal with clients in multiple-countries.

Name matches for names including Chinese characters generate a unicode conversation warning and are excluded from the fuzzy match.

It would be good if fuzzy match could be enhanced to handle Chinese characters.

I think the undo/redo capabilities in Alteryx could be greatly improved. Here is an idea that I think would be beneficial... 

I'd like to see which exact tools are affected by my undo/redo actions. An idea was suggested a couple years ago to move your location on the canvas, but that was not added to the roadmap. Instead, is it possible to add the tool ID to the undo menu so that it is obvious which tool each line is detailing?

This is the current debug menu that shows your previous actions:

When a tool is created, the ID can be displayed in this menu, but this is not shown when a change is made to an existing tool. My suggestion is that the menu would say:

4. Change Sort (3) Properties

This same change should be made in the Edit dropdown menu.

In order to make it easier to find workflow logs and be able to analyze them we would suggest some changes:

• In the log name instead something like "alteryx_log_1634921961_1.log" the log name should be the queue_id for example: "6164518183170000540ac1c5.log"

This would facilitate when trying to find the job logs.

 To facilitate reading the log we would suggest the following changes: 

1. Add the timestamp 
2. Add error level 

For the example of current and suggested log: 

 Please consult the document in attachment.

In the suggested format the log would be [TIMESTAMP] [ERRORLEVEL] [ELAPSEDTIME] [MESSAGE]