Alteryx Designer Desktop Ideas

In complex Alteryx workflows, it can be hard to navigate between different tool containers - especially when there are dozens spread across in a large canvas.

I would love a feature where users could create a 'table of contents' using clickable text or bookmarks at the top of the workflow. For example, Clicking on a text label named 'Output Calculation' would automatically scroll to view to the Tool Container named 'Output Calculation'.

Suggested Implementation ideas : 

• Text boxes or Comment Tools support clickable links that scroll the canvas to a specific container or tool.
• Add a new 'Bookmark' or 'Jump To' action tied to container names or Tool IDs.
• Right click on a text label or container and choose 'Link to' or 'Scroll to this container'.
• Use CTRL + Click or ALT + Click behavior on a text comment to jump.

This would massively improve usability and workflow navigation, especially for large teams or workflows that are shared across departments.

Inspiration : 

Tools like POWER BI and TABLEAU allow similar dashboard or bookmark style navigation . Implementing this in Alteryx designer would be a game changer.

Hello,

The Data source window allow severla kind of connections like quick connect, ODBC, etc. But the order is not the same and this is confusing :

Best regards,

Simon

Whenever we upload a workflow in the Gallery, we have to manually unselect, one by one, all the workflow assets in order to avoid them being packaged, because we use absolute UNC paths everywhere: if an asset is packaged, there might be errors due to relative paths

It would save time to have the option to either "Select all" or "Unselect all" in the interface shown in the attachment (Capture.png)

Hello,

I really would appreciate the ability to store our templates in a Teams/Sharepoint (or whatever exists) folder. However, it doesn't work today :

Best regards,

Simon

When running a job in the gallery, a file output has to be chosen every time, even if there is no other option. I propose that under "My Profile >> Workflow Defaults" users be able to choose a preferred default file format for outputs. If it is available then the gallery will automatically choose that, otherwise the user can pick. 

My idea is essentially to borrow the keybinding/command ethos of Vim for Alteryx. For those who are unfamiliar, Vim is a text editor from a time before the mouse and the GUI became dominant forms of interacting with PCs. I think the key ideas to take from Vim are the Modes, Commands, and Grammar.

Vim is mode based for its typing. You start out in Normal mode and enter other modes through key commands. For example, to enter Insert mode, you just type 'i'. This mode allows you to enter text into whatever file you have open at the moment. There's also the Visual mode which is for highlighting sections of text for processing with other commands. This means that key commands can take on a variety of meanings in different modes, adding depth in a limited key range.

The Grammar is another key aspect. Rather than hold an arcane combination of modifiers and letters, Vim uses an Operator-Count-Motion approach. The operator will be the primary action: y for yank/copy, d for delete, c for change, v for visual select. The Count is how many objects you want this operator to be applied to. The Motion is where and what you want to work with: w for a word, s for a sentence, p for a paragraph, ( for a set of parentheses, b for brackets. There are also options that extend this so you can have a series of commands like d2w (delete 2 words), di( (delete inside parentheses), yap (yank/copy all of a paragraph), etc. Below is a cheat sheet displaying a wider list of the possibilities with the motions.

The Command mode is the last piece of the puzzle. By typing ':' while in Normal mode, you bring up a command prompt. Here you can enter any of a number of commands including changing user settings via keywords. For example, :s/old/new/gc will search through my file and attempt to find and replace every old term with the new term, the c at the end means that Vim will ask for confirmation before each change. I could also do things like :set nohl which will turn off highlighting for items found during searches. It's easy to imagine using similar functionality to make configuration changes to a wide set of tools or simply to selectively delete tools without using the mouse or scrolling to them.

To take it a step further, current menu functions could be turned into commands, imagine typing v6t to select the next 6 tools on the canvas. You could follow this by typing :Contain %V to wrap the selected tools in a container, perhaps with extra arguments a specific color palette could be applied as well! I say all this to say that the way forward for shortcuts in Alteryx is to break away from the one-handed modifier heavy paradigm that so many programs follow today. By creating commands that can duplicate the actions found in drop down and right click menus, as well as providing a means of navigating the canvas without a mouse, Alteryx can go to the next level in terms of efficiency and ergonomics.

Let me know what you think, if you need more concrete ideas on what this might look like in practice, I can add that. Thanks!

P.S. If you work on side projects outside of Alteryx, consider giving NeoVim a try, it adds a lot of extensibility and customization to classic Vim

Cache function is very useful when executing very long db request.

I'd like to see a checkbox option (in workflow runtime settings for example) to enable/disable automatic caching of first execution for all inputs tools.

Would it be possible to Hide all annotations by default rather than each time a new workflow is created?   It's a simple thing but can save time.

Workflow configuration

The idea behind encrypting or locking a workflow is good for users to maintain the workflow as designed. 

However, when a user reaches a level of maturity equivalent to that of the builder or more, or even when changes are required - the current practice is to keep a locked and unlocked version of the workflow so that it allows for a change in the future. 

It would be much simpler if we can have the power to lock and unlock workflows with a password. Users can then maintain and keep the passwords so that they can continue with the workflow. 

Not everybody is on Server yet so this feature is very helpful for control before Server migration. Otherwise it’s just password protecting a folder containing the workflow package, then re-locking a new save file each time a change is made or when someone new takes over on prem. 

I'd like to suggest that Alteryx make annotations able to be hidden or visible by right clicking or hovering over a little highlighted corner similar to comments/notes in Excel.  Have a highlighted corner of tools when there is an annotation. When hovering over the colored corner, user is able to view the annotation otherwise it is hidden and out of the way of the tool box. 

when you bring in a comment box or tool container to your canvas it should come in with your preferred defaults for  fill colors, font color & size, etc.  I have specific color schemes to identify what my comments are for and one scheme that I use most often has font size, position & color, and background color that I have to set every time i bring in a new comment box.

 I LOVE working in Alteryx it because unlike excel you set a "macro" to perform repeating operations once and then ignore them to do your real work.  This concept should extend to the little things within Alteryx, i.e. settings for preferred defaults for comment boxes & tool containers. 

Please allow disable or ignore conversion errors in SharePoint List Input. 

In SharePoint List Input I see the same conversion error about 10 times. Then....

"Conversion Error Limit Reached".

Can you simply show the error once or allow users to choose to ignore the error? (Union Tool allows users to ignore errors).

I am not using that SP column in my workflow. Meanwhile I have to show my workflow to a 3rd party within the company. SO annoying to see errors that do not apply to my workflow being shown.

Hi,

Due to our setup, we need to have the path defined as Environment variables, so they will point to different paths in case a user opens the WF locally or the server is running it.

The issue is that the path of dependency does not accept the windows defined variables:

Thank you!

Hello all,

Sometimes, when you have too much time to retrieve your tables metadas, you can have this message

Initialization Timed Out: Workflow must be run for field meta info to be accurate.

From what I understand, it's Alteryx and the source system that drives the time out value. However, I have some cases where the long time is "normal" and that really hurts the user experience.
So, I would like the ability in settings to change the default value.

Best regards,

Simon

We currently have language support for a few major languages. I know Chinese is available, but the writing system is only Simplified at this moment. 

I was recently in conversation with a few people from Taiwan, and they are using the Traditional writing system of Chinese. 

If Alteryx can provide Traditional as an additional to their already available Simplified writing system, I think Alteryx can help capture the market in Taiwan better. 

The people I spoke with never heard of Alteryx before, and after a demo - they were impressed. If it has this language support, then I think it’ll be much easier to get more sign ups for Alteryx from the Taiwanese market. 

Hello all,


As of today, we use the good old alias in-memory to connect to our datasources in in-memory. We have several environments so we use constants in order to change the name of the in-memory alias during execution.

To illustrate :

Depending of the environment, the constant « v_gp_contexte » will take different values :

• GP_DS08_SIDATA for la dev.
• GP_EE_SIDATA for prod.

Sounds nice, right? But now, we would like to use DCM and the nightmare begins :

We can't manually change the name and set the question :

if we look at the xml of the workflow, we only find an id so editing it is useless :

(for informationDCM connections are stored in some sqlite db in C:\Users\{yourname}\AppData\Local\Alteryx

So, I would like to use the DCM inside the in-memory alias (the in-memory alias is stored and can be edited), just like for in-db connection alias.

Best regards,

Simon

When working in the Designer, I sometimes have to undo changes. And this experience is quite often very confusing and annoying.

For every change in the workflow, you have to press undo once. However, quite often, one user interaction results in other actions such as automatic move of the donwstream tool, change of size of a tool container etc. In such cases, you have inserted a single tool but need to press undo a couple of times to get back to the original situation. It is, however, often not clear how often. In most cases, I fail using undo at the end and revert my changes by hand.

Please change undo towards undoing one user-action in one undo step.

In case there might be users who like the current behaviour, you might make this a user setting how to deal with the undo history.

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