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Alteryx Designer Desktop Ideas

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We have a need to be able to trace the lineage of fields being processed through Alteryx - and it has to be done at a field level to satisfy our regulator.   In essence, we have to be able to show exactly where a particular field came from, and demonstrate that we can trust this field.   NOTE: If we could do this - then we could also use this information to make EVERY canvas faster, by checking for unused fields and making suggestions to remove these unused fields early in the flow.

 

In order to do this - it would be great if there were an option to force explicit field names in the Alteryx XML so that we can trace a specific field.

  • Alteryx currently only makes a note of a field name if it is changing that field which is very economical - but it makes tracing fields impossible.
  • Desire is for every tool to write the field list to the XML definition for every field that it knows about (just like it looks in the UI)

cc: @AdamR_AYX @jpoz @Claje 

 

Example:

Here's a simple canvas:

- 3 fields coming in from an input

- Select tool with these 3

- output of three fields into a file

These three fields are not mentioned anywhere in the XML

 

 

2020-02-06_19-19-24.png2020-02-06_19-13-57.png2020-02-06_19-15-55.png

Hello .. me again!

 

Please can you fix the copy and paste of renames across field.  It's a behavior that I see in many tool's grids and drives me mad.  Its not just select. 

 

Take the attached screen shot.  In the select tool, i've renamed "test 2" to "rename2".  Fine it works. No issue.

 

I then copy rename2 and paste into the test3 field, and it copys the entire row's data (and metadata) into that little box, tabs, spaces the lot.  I end up with something like the screenshot.  Really not sure it was meant to be designed this way, as I cant really see the point.

 

Please can you fix this bug

 

Jay

The new Paste Before/After feature is awesome, as is the Cut & Connect Around.

 

https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Paste-Before-After/idc-p/510292#M12071

 

What would be even better is to allow the combination of the two. E.G. It is not currently possible to copy or cut multiple tools and paste before/after, as this functionality only works for a single tool that's copied.

 

Thanks,

Joe

I see many posts where users want to view numeric or string data as monetary values. I think that it would be friendly to have a masking option (like excel) where you could choose a format or customize one for display.  The next step is to apply the formatting to the workflow so that folks who want to export the data can do so. 

cheers,

 

mark

  • User Experience Design

Hey @apolly 

 

You and the team have been doing a lot of innovative changes to the results window for data.

Could I ask for an uplift to the results window for Workflow Messages?

 

Summary: Error messages in the workflow results window cannot be fully viewed - have to be copied into Notepad and then reformatted before you can read.

Request: Allow user to double-click to see full readable version of a workflow result message

Detail:

 

If you have an error message in a workflow result - it gives you a message that is often longer than the window allows and there is no cell-viewer option

 

DoubleClickError.png

 

As a result, there is really no way to get to the important part of the error message to understand what's going on, other than to use Notepad

 

Step 1: Copy into Notepad

DoubleClickError-part2.png

(you can see the end of line characters being misunderstood)

 

Step 2: Manually clean this up by breaking on the line breaks

DoubleClickError-part3.png

And now you can see the important part of the result message..

 

 

Could we rather add the ability to double-click on a result message in the result window and bring up a modal window that formats the error message for you (similar to the modal window used for XML editing of a tool).   That would eliminate this entire wasteful effort of trying to read an error message and having to use Notepad?

 

Bring up a modal window, similar to this one; so that I can see the error without having to go to NotepadBring up a modal window, similar to this one; so that I can see the error without having to go to Notepad

 

The eMail setup for the eMail tool and the eMail notifications are subtly different - in that the eMail notifications screen does not offer an explicit location for port.    This is important if the SMTP server does not use the default port.   You may be able to do this with : notation, but it would be better to create an explicit field for this.

 

 

No Port available on the eMail settings for EventsNo Port available on the eMail settings for EventsPort is available on eMail toolPort is available on eMail tool

The Undo button in Alteryx has saved me many times! Unfortunately, I never know what all was "undone" when I click the button. It would be nice to update the Undo process in 2 ways:

  • Replicate the Excel undo drop down (which includes a brief description of what will be undone and allows you to undo multiple actions at once).

Undo.PNG

  • Move your location on the canvas to the area affected by the Undo-ing. Currently your location on the canvas doesn't change when you press Undo, even if the change being undone was off screen.

 

Allowing the containers to be manipulated in size much like the explorer box tool - it feels like sometimes the containers stretch to far and cover to much blank space - allowing for a cleaner looking workflow.    

I'm digging the new holistic data view in the browse; however, there is one aspect of the old view that I miss: I liked the list of top values to be available without scrolling. Here is the current view of the new browse:

 

patrick_digan_1-1584989784300.png

 

What are my top values? I either need to hover over the blue bars, or scroll down to see the list at the bottom. I would like the top values list moved to the top. For reference, here is what the old view looked like:

 

 

patrick_digan_0-1584989754030.png

My top values are available right there at the top.

large.png

 

At present - to identify the dependencies of your workflow - you have to go to to "Advanced Settings" to find this critical capability.

(see @MattB 's great post here: https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Workflow-Dependencies/ta-p/49696 )

 

 

 

Could we instead move this to the workflow properties on the left hand side - this would be a more logical place to keep this info.

 

 

 

 

CC:  @rijuthav@jithinmony@HengHe@RajK@ydmuley@revathi@Deeksha@MPistone@Ari_Fuller@Arianna_Fuller@JoshKushner@samN@avinashbonu@Sunder_Sriram@Rahul_Thakur; @Rahul_Sing

  • User Experience Design

It would be really nice if we could save our own custom color palette when coloring tool containers and comments.

I use colors to define the purpose of my tool containers and it would be much easier if I could select a labeled, reusable color.

Working across a large organisation inevitably leads to people using different drive letters when mapping drives/folders. This makes sharing workflows and macros with other teams more difficult and the first thing I do when creating a new workflow is change the dependencies to All UNC.

 

This suggestion is to offer the option to default all workflows to UNC via the user settings. Acknowledging that some users will prefer listing files by drive letter and other UNC, adding the option could make life a little bit easier for everyone.

I'd consider myself as a power user in most of the tools I use. No matter what program it is, I try to learn most of the useful shortcuts and code them into my mouse or keypad.

 

grossal_0-1580197434351.png

 

It's probably pretty uncommon that someone uses a mouse with 12 extra keys or a keypad, but I think many people would be happy to have the option to define shortcuts for everything. I don't really ask for shortcuts for everything by default, but a menu like Microsoft Word has it, that would be great.

 

For reference: 

Microsoft Word has a menu were nearly every possible action is listed and you are able to define/assign shortcuts (one or more) for every action available.

 

grossal_1-1580197617401.png

(Sorry it's German. Path: File > Options > Customize Ribbon > Customize)

 

 

The Optimize tool is a very useful capability - and if we could improve the error messaging then it would be much more approachable for users to learn and make use of.

 

For example - the error message in the attached image - could we please update this to provide information about what went wrong, and how to fix it?

 

Many thanks

Annotation 2020-08-16 193032.png

I recently ran into an issue where I had to remove my company's gallery from my Designer's Save As menu.  Unfortunately, figuring out how to do this in the UI took far longer than I anticipated, and I actually blew it away using the registry.  Eventually I found that when going to Save As, you can either remove it from the "Connecting" splash screen or you can press the gear from the Save As dialog box and remove the gallery that way, neither of which are an intuitive way to manage gallery removal.  I would advocate for adding an entry to the Advanced Options menu along with data source collections for adding/removing/modifying gallery connections.  

 

image.png

 

As this list of connection, dependency, and gallery management entries continues to grow, it may also make sense to remove it from "Advanced Options" and create a more descriptive "Data" or "Connections" menu or sub-menu.  I think it would be helpful to see aliases, in-db connections, dependencies, assets, and gallery management all grouped together within the interface.

  • User Experience Design

Hello!

 

When you left click + drag across the canvas you can select multiple tools. When you hold control and do this twice, the first selection gets deselected. The suggestion is to combine these selections into one. Much like when single selecting tools and holding down control, but for multi-selecting. Just a small QoL issue. 

Selection of blue box should be added to the already selected toolsSelection of blue box should be added to the already selected tools

Cheers,

Marco

 

 

  • User Experience Design

I just want to be able to make the width of annotations customizable. Yes, you can use comment boxes, but those aren't tied to any tools in any meaningful way. There is all this room to write out an annotation in the configuration window, but eventually on the canvas, it will be cutoff. Also, this isn't exactly the most friendly way to read.

 

I think being able to customize a canvas setting for max width would be awesome. It could be under the canvas tab of the workflow configuration. Additionally, the ability to adjust the width tool-by-tool could also be really helpful.

 

TomMolitor_0-1579025419300.png

  • User Experience Design

I would like to have all my annotations show on top of the tools by default. I can change them one at a time, but I would like to be able to change the default setting to be "Show Annotations on the Top" always.

I've got six workflows up on my screen now and must reboot. I would like the option to save the workspace and reopen all flows at once.

Cheers,
Mark

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