Alteryx Designer Desktop Ideas

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?

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.

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.

I have tried to search for this Idea but not located one that is same or similar. 

When searching for tools to use rather than having to click in the search bar at the top, it would be nice just to click on a blank part of the canvas and start typing for the tool that you need, then a suggest tool list pops up and you just click on the one you want to it appear. 

Thanks

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.

With the new keyboard shortcuts in 2021.1, I would love to see this same functionality added to the global search. I would like for

1) The global search bar to be accessible via a keyboard shortcut

2) You can navigate through the results with the arrow keys and

3) I can click enter on a tool and it will add it to the canvas just like the tool palette now functions in 21.1.

cc: @A11yKyle 

Right click + "Insert After" and Right click + "Paste After" should behave the same. In the picture below I show the two cases. Currently, the "Insert After" option inserts a tool between the selected tool and the tools after it. The "Paste After" creates a new branch with the pasted tool. I think the "Paste After" should behave the same as the "Insert After": paste the tool on the existing branches. In case we want to create a new branch, we will paste the tool and connect a new branch to it.

Once I've built a workflow I often have to go through the process of removing and combining tools such as selects and formula tools which could be simplified to just one tool. It would be great to have an automated feature which could detect groups of tools which could be simplified and then automatically combined them into one step, improving/simplifying my workflow.  

Most people who have been around for more than one version change of Alteryx will be familiar with the standard dreaded error pop-up box:

"There was an error opening [workflow X]. This workflow was created by a more recent version of Alteryx..."

The pop up box is generated as many times as there are assets potentially affected. You click once to acknowledge you're aware there is a problem with asset 1A, then you click again when the 1B pop up appears, then you keep clicking until you reach W76. Or that's what the software expects you to do and seem to figure is the graceful way to handle potential problems associated with missing assets (it's far from certain there are even any problems with running the specific code referred to on the older version, this is a warning-level notification where stuff might not work which has been 'promoted' to a full-fledged error that you are requested to address at the asset level). 

If you work somewhere where there is a large community of Alteryx users sharing assets widely with each other (all making use of large shared macro repositories) the software's choice of notifying you at the asset level is, not to mince words, completely insane. You could do everything right, have exactly the recommended version from the perspective of Alteryx sys-management, the one that corresponds to the corporate server version executing the scheduled workflows, and still be bombarded with 15 notifications at start-up if you're away for a few days and in the time you were away one or two new guys at the (very large) company decided to create a few new assets with the latest version of the software and share them with their colleagues (the latest version was not yet implemented server-side, so some of those tools might fail for those users - but the tools become everybody's problem the second they're stored in the shared location).

The notifications at startup make no distinction between relevant and irrelevant messages, you can start an empty new workflow and still get messages related to macros you don't care about, because they're located somewhere where Alteryx has been told to look for them even if they're not loaded/included in the workflow.

Every single asset Alteryx might in theory make use of during the session that is starting up will spark an individual message that cannot be ignored or skipped without acknowledging its existence, even if many of the assets will work just fine with an older version. This setup scales ...badly.

I can think of at least two solutions which would in many ways be preferable to the current structure. One would be to 'batch' the notifications prior to creating the pop-up box (one pop-up per start-up, not per asset). What might be included in such a pop-up could for instance be a grouped output with the Alteryx versions that did not match the active version ('workflows developed in version 'XX56' and 'XX57' were identified and these may fail to load', or whatever). Another option would be to have a setting in Designer where you tell Alteryx you don't want to see these notifications at start-up.

Hi 

I think its super frustrating not beeing able to search for dates, or date ranges in the result window.

Lets say I have a dataset with 2 dates, date picked up and date delivered.

Then I need to search broad in the result window, for a given date. With search in both coloumns.

Could we please have a simple specific date search, and maybe a from-to date? Like in the filter?


Or go all the way and look at excel date filter?

Kind regards

It would be nice to have an option to distribute tools with the fixed default space of three in between each tool. Now it just distributes based on the available space, which can be inconsistent throughout the workflow.

I'm Left handed and use my mouse in my left hand.  As such I use the following right-hand keyboard operations in the programs like Excel etc; CTRL-INS (Copy), Shift-INS (Paste), and Shift-DEL (Cut).

In Alteryx Designer these don't work for me in the Workflow window (but do in say the meta Info window) - is there a setting so I can enable them for the Workflow Window, or can the feature be added.

I have a use case where I am transitioning workflows to someone - 

One workflow leverages the outputs of one workflow as inputs in to another - it would be awesome if I could include a link on a tool or comment box that would automatically open the exact output tool. Right now I am taking pictures and mentioning the names of files and tool-ids. Seems like it would be an easier way. 

So there's a shortcut for running a workflow but for the life of me I can't seem to find a shortcut for running a workflow as an analytic app.  Surely there should be one? 

Ctrl + Shift + R seems like an obvious choice.

Shifty

Consider, for a moment, Standard Macros as old-school Subroutines in which you would have a library of Subroutines that could be invoked from numerous code sets.  Each Subroutine could have any number of arguments, and when the Subroutine is invoked, the calling code provides the arguments and their values to the Subroutine.

You can do this in Alteryx - but with a very large but.  The source field names being passed to the Standard Macro have to be the same field names the Standard Macro is expecting.  To make the Standard Macros more "library friendly" - allow the calling workflow to alias fields in the dataset for the sole purpose of sending them to the Macro.

Example:  Standard Macro that returns a Vendor ID based on a Location and Item Number.

Macro Input: Location ID, Item Number

Calling Workflow has: Purchase Location and Item Code

The Macro on the calling workflow would have a mapping:

When I select multiple containers using control. I can see the configuration pane still on the left. If I adjust anything there it will only adjust the last selected container. I would like it to adjust all selected containers.

Hello!
I have recently come across something within Alteryx that caught me by surprise. Currently when you are within the configuration window of a tool (in this example, the browse tool) and use ctrl + backspace (shortcut for deleting a previous full word), a blank character is instead added.

Please see example:

Currently in the Browse tool configuration

Go to change the Name of the tool - and naturally to clear it, use ctrl + backspace:

[] is added to the end. From what i can gather, this is a 'control character' , used when an application does not support ctrl+backspace.

Ctrl + Delete however, is supported.

I am proposing for this character/functionality to be supported. I believe the configuration window is the main - and potentially only, i couldn't find any other examples - place this is not supported.

Hope this makes sense!
TheOC

Hi Team,

As a Low vision person, I am able to work on Dark Background and White foreground (Dark theme).

I won't find the feature, kindly upgrade for the same. I tried the suggestions in google as work with Palette option,

in my case that's not much help. and also kindly make Alteryx as much as accessible.

Thanks & Regards

Rameshchandra 

When I work I typically have 2 to 3 screens at my desk, or an oversized single screen. Being able to take the results window and float it on to my second monitor is great as it allows me to view more canvas and more data results in one setup. However the results window will not maximize or dock to my second window, would be great for it to have this Windows feature.