Alteryx Designer Desktop Ideas

Lets say you have a row of 10 filter tools vertically and there's a select tool coming out of each input for each filter. It can get dizzying to tell the difference. It would be great to be able to select a colour for tools when on the canvas so e.g. in the above I could say " my green selects are the true and my red selects are the false"

Apologies if this has been suggested already - did a search and didn't see anything similar.

This is a quality of life/UX idea. The search functionality in the results pane essentially does a 'contains' search on all of the columns (see below screenshots for the filter inserted by the 'apply data manipulations button). As I build workflows and profile the data, it'd be helpful if I could click one or more columns and limit the search bar to just those fields.

Right now, depending on the dataset I could get rows returned by the search due to the search term appearing in columns that aren't relevant. To workaround this I could add select tools to limit the columns or do more robust filters in a filter tool, but having it built in would be very helpful.

After I type something into the filter box, I should be able hit enter and then it just applies my change (ie enter hits the apply button). It used to be this way, but it's not working as of 2021.2. This feels like a very tiny move in the wrong direction. Currently enter does nothing. It looks like if I hit tab twice and then enter, it finds the apply button. I shouldn't have to hit tab twice. 

cc: @Hollingsworth @A11yKyle 

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.

Hello, 

This is one thing that my OCD cannot cope with. 

Some tools, like the Union tool, allow you to 'Ignore warnings', like when fields are missing. 

Some other tools however don't give the option. Date time tool for instance. Sometimes I feel like yelling at Alteryx that "I know that field already exists! I want to change it!". Or the join tool, when you join on a double. 

I know that these warnings don't really affect anything, and they may be useful to highlight something that may be best to be changed, but pleeeeaaassee give us a tick box or something like the union tool where we can ignore warnings. It makes my workflow messy. 

(I'm on designer v 2021.1 btw, so if this has already been done, then please ignore my rant. 😁 )

Thanks

Edit: What I'm talking about 

I know that the container title/label should or can be short, and as much descriptive as possible. Also, adding extra comments inside the box helps to a more detailed explanation on regards what process is run inside the container. Visually, if I collapse the container, the "Short" title given can't be of much help.

Could it be possible to enhance the "caption" for the "Container" title? I mean to allow to type 2, 3 or more lines of text?. This will make the Container title more descriptive and visually will allow to have the containers collapsed but with a reasonable amount of text that describe (as much as possible) what happens inside the container.

At the moment, If I type certain amount of text, the container expands according to the length of the text 

Below is the typical container Title 

Below is the current situation if a person would like to give a bit of more description in the "Container" header (The container expands)

An dream would be to have the workflow with all containers collapsed and with titles that tell you what they do (see image below)

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.

Hi all,

When debugging an error, we need to verify tool by tool in a sequence to better understand what is really going on.

Sometimes the tools are miles away from each other. Imagine a gigantic workflow with a lot of connections going back and forth and wireless connections everywhere to help the workflow organization. Here is an example with more than 1300 tools: 

My idea is to have a shortcut showing all the previous/next tools and by selecting the previous/next one you go directly to them.

Something like this: 

What do you guys think about that?

Best,

Fernando Vizcaino

A "Filter" that would work like a "Formula" - where you can add multiple criteria in one space, and for each criteria, you would get an output anchor.  I use Alteryx to manage master data from several factories - each needing to have separate workstreams.  Stacking Filter criteria functions, but it would be much cleaner to have it managed within a single tool.

When packaging a workflow, or uploading to a Server environment the ability to manage the assets which need to be included is critical, particularly in more complex solutions which may have numerous dependencies. 

The asset management display should be modified to present two column with the first showing just the file name and extension of the asset, and the second column can then show the full path of the asset. This easy change would would prevent the need for scrolling left and right to see the file name when longer paths are utilized. 

An alternative approach would be to allow the window to be resizable so the user could see everything without the need to scroll.

The ability to filter/sort the assets by type would also be useful with the following categories: Macros (.yxmc), Data Files (supported file types from file input screen), Other Assets.

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.

Taking inspiration how you work with Jupyter notebooks and use the notebook to show your workings,  wouldn't it be great if you could document your workflows directly on the canvas more in a notebook style.

I think this essentially can be summarised down into two features:

1) Markdown functionality in the comment tool

2) Ability to import results from IRG and  / or browse tool directly into the canvas.

I have mocked up a version of what this could look like in the screenshot below.

Overall I think it would improve the experience of documenting workflows as you can show your workings in-line while building the workflow. Plus it solves the debate around team vertical vs team horizontal as you build using both! 

Hello!
Just another QOL change from me today. 
When building a workflow - just for fun sometimes I like to make mistakes. It's never by accident I promise 😎

Now theoretically, if I did make a mistake, and put a tool in the wrong place (or want to refactor, or want to move a select earlier in the workflow etc), I would typically right click, cut and connect around, and then right click the connection I want to paste onto. This works fine, however, some users are unaware of it, and it can still be a bit of a pain.

What would be really nice, is if we could hit ctrl and click/drag a tool, to move it elevated of connections. I have attempted to create a couple of gifs to illustrate.

The current method of moving a tool within a workstream:

What I'd love, if you could hold ctrl + drag:

Cheers!
Owen

Hi all,

I think it would be great if Alteryx could send calendar invites in Outlook (and perhaps other calendaring systems) like it sends emails.

Currently the only way to accomplish this is to send it as an attached ICS file on a regular email.  

In my use case, rather than auto-populating a Shared Mailbox/calendar, someone has to go into the inbox, the email has to be opened then the ICS has to be clicked on to interact with.  

There are ways in Outlook to send an item like this but have it appear automatically without the end user ever seeing the actual invite.  (Our Company adds holidays and other important dates in this manner)

So basically I want this functionality available in Alteryx to do the same.  I have posted about it before in the discussions threads, but basically right now we enter our time in HR system, then have to manually enter the same info on our personal calendar in Outlook and any team calendar whether it be a SharePoint calendar, a group calendar in Outlook etc.

If Alteryx had the ability to send these types of invites, employees could enter the info in our HR system then Alteryx can get the data feed and automatically populate the other calendar (whichever type it may be).

Hopefully this gets some likes.  

Cross tab automatically alphabetizes the column headers this can be a little awkward when unioning on column position later on. Would be nice to have this as an optional feature through a tick box on the tool.

I want to jump to expression #3 of formula (3), when I see following error message. Now I can jump to formula (3), but only expression #1 is opened, not #3. If I have 30 expressions, it is hard to find #20 in 30s.

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. 

Need a way to highlight lines whether that means right-clicking and selecting a color or what-not, but just having the lines become black & BOLD doesn't cut it. It's not easy on the eyes. If I could click this line/connector and make it bright green that would be ideal and then I can see where it connects better when zooming out.