Alteryx Designer Desktop Ideas

To rename a workflow, usually we have to save and then name the workflow. Could you please consider adding a feature of renaming a workflow after "Close" & "Duplicate"?

Currently in 2020.2 (but I assume all versions), when you have a workflow running and click on the Tool Name/ID (1 - in the picture below) in the results window it is then not possible to click on the canvas OR get back to the messages for the full workflow as it is then locked to that tool.

The idea is that it should be possible to get back to all of the workflow messages if you click on a tool name in the results window whilst the workflow is running.

However, a neat little tip that I found is if you click on the input, output or browse hyperlink (2 in the picture below), 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)

This leads me to think that it could and should be possible to see browse anywhere data whilst the workflow is running if this is fixed. Here's a separate idea for that. 

Experts - 

While developing code in the formula tool (and perhaps elsewhere) it would be helpful to have the "parenthesis highlighting" function found in database software such as SSMS, DBeaver, SQL Developer etc.  I.e. put the cursor next to a closing paren and the corresponding opening paren gets highlighted (or vice versa) - conversely if there is no corresponding paren nothing gets highlighted and you instantly know you've got a bug to fix (and where to fix it)!

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 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. 

Often I need to add filters or other tools early on after the workflow is already been mostly built. If a tool connects to one tool I can drag the filter over the connecting line and add the filter seamlessly. However in large workflows there is often this situation:    

The Filter will only connect to one of the lines I'm hovering over. If I could connect to all lines simultaneously and drop in the connection to achieve this (would be awesome):

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"

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

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 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

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.

So many times, a given source field name could change. If you have a complex workflow it can be time consuming to update various join, select and other tools to replace the old field name with the new field name. For example in sales you may have fields that include the year  "Sales_2020".

It would be nice to "mimic" the functionality that Tableau provides where you can somehow click/select a field (e.g. Sales_2020) and then select "Replace Reference" and select the new field you want to use instead (e.g Sales_2021). This functionality would then automatically carry through the entire workflow and wherever you used Sales_2020 you will now automatically use Sales_2021.

Thoughts on this?

The interactive results pane is great, but wouldn't it be cool if you could interact directly with the result pane to do things like filtering.

There are a few too many steps with the method at the moment, where you need to either copy the value or type it into the filter pop up. A simple right click and filter on selected value would be a big ux improvement.

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.

The order of the join fields effects the ordering output

For more complex joins it would be nice to have up and down arrows much like the summarise tool:

I'd love to have a shortcut (like Ctrl+I) that opens the Insert Macro feature, saving the time of right-clicking, and scrolling down on the menu (Note: Once you spent a "little time" using Designer, this menu can be a very long one, and the mouse wheel doesn't work on it).

It would be helpful if we could open 2 or more workflows at the same time from a gallery connection. Sometimes they are related or part of an overall update process, so opening all of them at the same time would save many clicks and a lot of time. 

For very complex canvases and api data pulls that take a long time, it would be great that as we're working through the canvas to put flags or some setting that would allow us to keep data already pulled into a tool. This way I can set a certain tool to keep all of its data and then all tools i work on from that point forward will pull from that tool rather than from the beginning of the canvas.

for ex.

input tool --> api tool --> formatting tools --> new tools being worked on

if i can set the end of the formatting tools to keep all data then when i run the canvas only the new tools being worked on would get refreshed

i hope that's clear... currently it's very frustrating that any small change i make, i have to rerun the whole canvas and that takes a while