Alteryx Designer Desktop Ideas

Instead of using the arrows, I think it would be nice to be able to drag and drop the questions to rearrange them in the Interface Designer. This would go more hand in hand with the drag and drop experience of Alteryx.

Additionally, when a lot of interface tools are on the canvas, Designer really slows down if you need to rearrange the order of the tools in the Interface Designer. I would like to see if there is any way that this can be sped up.

Thanks!

When building API calls within Alteryx there are a few common steps required

1) Build out the URI for the API call (base URL plus any query parameters)

2) Deal with authentication, such as basic authentication requires taking a key and secret, base 64 encoding and passing this into the tool

3) parsing the results out and processing these downstream

For this idea I am specifically focusing on step 3 (but it would be great to have common authentication methods in-built within the download tool (step 2)!).

There are common steps required to parse out the results, such as using Filter (to check for a 200 response), JSON parse, text to columns and then cross tab to get the results into a readable format. These will all be common steps anyone who has worked with APIs will be familiar with:

This is all fine for a regular user to quickly add in and configure these tools. However there is no validation here for the JSON result being as expected, which when embedding an API into a batch macro or analytic app means it can easily fail.

One example of a failure which I've recently come across is where the output JSON doesn't have all fields (name:value pairs) depending the json response. For example using the UK Companies House API, when looking at the ceased to act field at this endpoint - https://developer-specs.company-information.service.gov.uk/companies-house-public-data-api/resources... the ceased to act field only appears in the results if a person has actually ceased to act. This is important if you have downstream tools such as a formula to create a field [Active] where you have:

IF ISNull([ceased_to_act]) THEN "Active" ELSE "Ceased to Act" ENDIF

However without modification the macro / app will error if any results are returned where there is not this field.

A workaround is to add in the Crew Ensure Fields or union on a list of fields, to ensure that the Cease to Act field is present in the output for all API calls. But looking at some other tools it would be good if an expected Schema could be built in to the download tool to do this automatically.

For example in Power Automate this is achieved as follows:

I am a big advocate of not making things unnecessarily complicated. Therefore I would categorise this as an ease of use feature to improve the experience of working with APIs within Alteryx and make APIs (as load of integrations are API based) accessible to as many users as possible.

Hello Team,

Currently, in the select tool, we have to scroll up or down to check or see the list of the fields. In case, if the user wanted to change the data type, they can scroll into the list. Like, I am working on the mid-size data, and sometimes data contain 300+ fields, if I need to change anything in the data type I have to search by scrolling up or down. 

The idea here is, If you provide a search bar under Field, it will be a great help to all, in case if anyone needs to go for some specific field, the user just types the name in the search bar and make changes quickly. The select tool is important and we used much time while working on the flow. 

Thank you,

Mayank

Would be nice to have a way to cache-uncache all inputs or a selected group of tools.  Caching and Uncaching workflows with many input tools or slow data-read tools gets to be a bit cumbersome.  Would be a nice QoL improvement :)

I looked around for something like this but didn't see a solution, so thought I'd recommend.  Please let me know if something like this exists already natively in designer desktop.

Currently, you have two choices for Auto Configure while working on workflows:

• Auto Configure switched on: After every change, the configurations (= columns) of tools are re-evaluated for the entire workflow (at least, this is how it feels like).
• Auto Configure switched off: Configuration of tools is only re-evaluated when pressing F5 (or when using the clipboard).

Pros and Cons of both:

• Auto Configure switched on:
  • Configuration in each tool is always accurate so that working on tools is straight forward.
  • Editing workflows gets annoyingly slow for complex workflows, especially when data sources from network locations or macros are used. Sometimes I have to wait a minute between two mouse clicks.
• Auto Configure switched off:
  • Editing workflows is faster (at least in theory).
  • I have to press F5 all the time (because I nearly always change output configuration of tools when working on workflows). Even after pressing F5, Alteryx does not always succeed in calculating the correct configuration of a tool.
  • Working with clipboard, loading, saving workflows is still slow.

I would love to have something in between all, kind of an intelligent Auto Configure with following features:

• F5 still starts full configuration evaluation.
• Configuration of input tools is frozen (unless F5 pressed) so that no network access is started during editing the workflow.
• Check for update of macro files is switched off (unless F5 pressed).
• After changing a tool configuration, either a flag is set that this tool was changed but no re-assessment of the workflow configuration is run (approach 1), or only downstream configuration is updated (approach 2). Whether approach 1 or 2 is started could be decided on various criteria: Number of downstream tools (or other measure of complexity), how many "change flags" according to approach 1 are already set, etc.
• If approach 1 was chosen: If you edit a tool which is downstream to another one for which the change flag is set, re-evaluate only the portion of the workflow between the previously changed upstream tool and the tool supposed to be edited.
• Using Clipboard should not invoke full re-configuration.
• Before saving a file, full re-configuration needs to be run (as already now).

This idea will add quite some complexity into the logic of Auto Configure but should have quite some potential to speed up editing workflows because network access and number of re-evaluated tools in each editing step will be reduced.

Hello!
I like to annotate my workflows when finished, and it can be a bit of a pain to add more and more comment tools by searching for them, or going through the current right-click menu:

What would be nice is the option to right click anywhere on the canvas, and have the option of 'add comment', similar to how we have the option for 'add container' when selecting tools on the canvas.

Cheers!

Hi - Please delete this if it perhaps exists already in a newer version.  (I am on 2022.1 and don't see this functionality.) 

I would love to see the ability to right click a tool that isn't in a container and be able to add it to an existing container.  Currently I drag it over and drop it into the container then move it back to where it was.  Inevitably I misalign the tools and spend time getting it linear again. It would be cool if based upon the choice made in the right click, it would bring the assigned container around the tool in its existing location.

OR

Perhaps within the config of the container you could choose tool #s to add to the container?

Anyways this isn't a huge need but it would be nice to see that additional functionality for people that spend a disproportionate amount of time aligning and distributing their tools HORIZONTALLY.  (Nobody cares about the people that do vertical workflows.)

Hi 

I'm really missing a search in the medata phane?

If I am on data phane:

If im browsing though metadata:

Containers are a great feature.  They allow us to create larger workflows in smaller canvases, and manage the flow and appearance of our work.  However the design whether intentional or flawed that allows the container window to interact with the layers behind it is annoying.  Connection wires should not redirect within a container because of things on the canvas behind the container.  Likewise if I have a container open, I should not be able to grab a tool or container behind the open container through the container canvas.  Please fix this flaw.

Hello!
Currently when you share a workflow that contains a Directory tool, it will instantly fail if you do not setup the directory tool to point at a similar folder structure. This is expected, but can make it painful to share workflows between multiple users, especially when a shared network drive and dynamic paths cannot be used. 

What I propose as an addition to Alteryx Designer would be the option to 'convert to yxdb' / 'cache and replace' any tools that are at the start of a workflow, similar to the cache and run workflow option:

What i expect this to do is to containerise the tools previously used, and create a new file within a temporary location, and replace the containerised tool connection with a new data input to that file:

Why this would be fantastic, is that it would allow me to now export the workflow, including the file that has been created:

and I could then share that with a colleague.

Kind Regards,

Owen

@RithiS ,

I'm a fan of using DETOUR tools in Alteryx.  I often place "test" code into a standard workflow and opt to use it or not based upon a detour.  The challenge is that adding a detour and detour end invariably leads to having to re-route connectors (default of adding tools is to connect to the left).  Here's a picture:

What I'd like to do is SELECT the tool or tools that I want to connect around (in this case, just the formula tool).  I'd like to right-click and DETOUR.  The detour and detour end would be added (putting the selected tools in the path of the RIGHT option.  This would greatly speed up the tool configuration process.

If you want to go for extra credit, you could modify the GUI to express which direction a detour is travelling in a standard workflow (e.g. make connections wireless or dashed when not selected).

Cheers,

Mark

@Claje @Hollingsworth @SeanAdams 

When numerous formulae exist within a single formula object, being able to "Expand All / Collapse All" would be most welcomed.  :-)

Also - the ability to Disable/Enable a single formula in the formula object - also very nice to have.

Currently, if you download and Alteryx package from an alternative version it doesn't allow import into a newer version.

Workflows allow this with a warning it would be good to allow it on packages too. 

To embed the "Not ok" filter option in the browse tool

I would like to propose a more interactive results window.  The reason is that if you click on any of the tool hyperlinks next to the messages while the output is compiling, you get trapped inside that tool's output for the entire time that the workflow runs.  You do not get to see any additional workflow result/detail as it compiles until after the entire workflow is run. It would be great if a user could escape back to the main workflow's results.

For instance if I am running a fairly long or complex workflow that does not all fit on one screen...I may want to zoom in on a tool if it has a warning or error before the workflow finishes.  By clicking on the hyperlink "Union(5)" the palette will zoom to Union (5) so I can see which tool is a problem.

I can see any messages attached to Union(5), however I am stuck with this view the rest of the time the workflow runs.  Clicking on the canvas (or really any other action I try to take) does not take me back to the overall workflow result window.

Granted if I have an error I may want to stop the workflow altogether, but sometimes warnings may prompt further investigation once the workflow is run and I may want to get an immediate read on where in the workflow the problem is while it is still running...which inputs might I have to check etc.

Having the ability to call-out via ARROWS/SYMBOLS (gold star) would be nice without requiring the user to create images and call them to the canvas.  This makes the workflow even more readable.

Watermarks (e.g. DRAFT, AMP, Do NOT AMP, FINAL) would be useful on the canvas as well.  

Cheers,

Mark

I find it annoying that the count records and heat map macros have file inputs which point to a W drive. This will show up in workflow dependencies and can cause false alarm warnings. Since these are packaged with Designer, simply change the macros to text inputs instead of file input. 

Thanks!

When viewing results of a workflow that has Errors, could we add External error resolution data if the user clicks on the error message?  Like browse everywhere it could lookup the error in help and in community posts.  

cheers,

 mark