Alteryx Designer Desktop Ideas

Hi everyone! I have been trying to find a way to do this without creating a new idea, but I have decided to make it an official 'Idea' to see if there is anyone else that might appreciate a feature like this (or has found there own way to do it!)

Do your workflows look like this...

but you wish they could look like this?

Well... they can with your help!

Okay, I might be crazy...but its worth a shot.

While I understand this is an extremely niche issue, in my experience, it can become very difficult to trace the data through unmanaged lines in large workflows. I think it will be great to cable manage canvas lines so workflows are easier to follow. Heck, while I am already at it, I think it we should all start calling these canvas lines cables... They don't carry electricity, but they sure do carry data!

Here is an example I created in Alteryx using select tools and containers:

Similar to the setting that you have in many individual tools  (join, append, select, et al) where you can go to options and choose to "forget missing fields" it would be nice where you could go to options for the entire flow and "forget missing fields".

This would remove the headache that you have with large flows where you make a change(s) then have to go back through each and every tool to "forget" within that tool. Yes you could still do it individually, but if you chose, you could also do it universally for the entire flow all at once to all the 'missing fields'. 

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

The basic concept behind this idea is to allow us (users) to have:

• Design Patterns
  • Repetitive patterns to be reusable.
  • Select after and Input tool
  • Drop Nulls
  • Get not matching records from join
• Conditional execution
  • Tell Alteryx to execute some logic if something happens.
  • Record count
  • Errors
  • Any other condition
• Order of execution
  • Need to tell Alteryx what to run first, what to run next, and so on…
  • Run this first
  • Execute this portion after previous finished
  • Wait until “X” finishes to execute “Y”
• Orchestration
  • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

1. Refers to the actual interface of the Tool Container.
2. Provides the ability to disable a Container (and all tools within) once it runs.
   • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
   • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
   • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
   • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

I'm looking forward to hear what you think.

Best

The idea is to have a Run option, where the workflow runs everything up to the selected tool (Like the Cache functionality does).

You select the tool, hit Run Up and the workflows executes everything "before" the selected tool.

That'll make developing much easier, specially when dealing with big workflows and constant changing data.

Currently if I have a connection between two tools as per the example below:

I can drag and drop a new tool on the connection between these tools to add it in:

And designer updates the connections nicely, however if I select multiple tools and try and collectively drop them inbetween, on a connection then it won't allow me to do this, and will move the connection out of the way so it doesn't cause an overlap.

Therefore as a QoL improvement it would be great if there was a multi-drop option on connections between tools.

I am working with complex workflows which use multiple files as input, located on network drives. Input tools are Input Data, Directory, Wildcard Input, Wildcard XLSX Input (from CReW macros).

Regularly, I experience very slow Designer when working on the workflows, and slow progress when running the tools mentioned above, especially when working from home. Switching off Auto Configure did not really help because I the column list sometimes does not converge even after pressing F5 multiple times, and when actively working on workflows, I have to press F5 all the time...

In order to speed up both working on workflows and running the workflows, I would like to propose a function "Cache all File Inputs" which loads and caches all file inputs at once. To achieve this state, I now have Cache and Run workflow once per every file input.

The idea is quite simple. I am sure a lot of Alteryx enthusiasts use containers frequently. These can also be color coded for better overview and readability of your workflows. However, while connections between tools can be named, they cannot be colored. 

Therefore, this idea is very simple. Adding an option to color these connections. This would allow for even more readability of workflows. Especially if a workflow contains multiple separate streams of data, this could help to navigate and keep track of how and where data is flowing.

Adding a up and down arrow on each column would make it easier and quicker to sort columns then the drop down menu or sort tool

Currently it's not possible to "switch off" interface tools in the same was as we can with the other tools. This limits the functionality especially within chained apps. If we could switch these tools off it would be much easier for us to tailor the experience by allowing selections to be activated by logic, rather than simply the data therein.

Please Alteryx Gods. I beseech thee!

*lights candles*

Many users will probably follow best practice style guides with Alteryx to use comment boxes under tools to describe in detail what is happening with these tools - such as this one shared by @BenMoss.

However a limitation of this is the comment boxes do not move with the tools, so if you have a well documented workflow but then need to add a new tool, you need to adjust all the spacing and re-align the tools, which with a large workflow can be time consuming. 

Therefore the improvement would be to have an ability to lock comment boxes to individual tools (similar to a group function in Office).

When working on a complex, branching workflow I sometimes go down paths that do not give the correct result, but I want to keep them as they are helpful for determining the correct path.  I do not want these branches to run as they slow down the workflow or may produce errors/warnings that muddy debugging the workflow.  These paths can be several tools long and are not easily put in a container and disabled.  Similar to the Cache and Run Workflow feature that prevents upstream tools from refreshing i am suggesting a Disable all Downstream Tools feature.  In the workflow below the tools in the container could be all disabled by a right click on the first sample tool in the container.

When I make the workflow, the font size on Result window is no problem.

But, when we show the contents of Results window on the presentation or online meeting, the font size is too small.

I want the function which is enlarge the font size. The important point is that the current font size is okay on making workflow and the large font size is only needed on showing to the another people on presentation or online meeting.

One more point to add, it would be helpful to be able to change the font size with Ctrl + mouse wheel.

Push the zoom button:

Very often, I used a container to make notes about certain parts of the workflow. Some of the comments that I created are pretty long. Could the user have the possibility to have at least rows for the title of the container?

I have created a screen to show what I have in mind. Potentially users could have the ability to turn this option on or inside the container?

Ability to color the connector lines to symbolize a path or data. This would help when you have multiple sources into a Join to determine that a path is still the same set of data when you have multiple paths created.

I would like a way to disable all containers within a workflow with a single click.  It could be simply disable / enable all or a series of check boxes, one for each container, where you can choose to disable / enable all or a chosen selection. 

In large workflows, with many containers, if you want to run a single container while testing it can take a while to scroll up and down the workflow disabling each container in turn.  

Today, I am able to take an excel file from a folder and drag it onto the canvas, which automatically creates an Input Data tool.

I would like to be able to drag an excel file right from outlook to do the same! 

If the tables in the config window has lots of rows, it is quite complicated to find those of interest. 

Please add a filter or search option (e.g. by the field name) to display only the relevant rows.

It would also be helpful to select or deselect multiple selected rows with one click.

Find an example from the "Select-Tool":

Hi 

The wording of the tool tip displayed in results window cells with long strings is misleading.  The current wording is "This cell has truncated characters".   

New users tend to infer that this means that the data value has been truncated somewhere upstream.  See here, here and here.   Changing this message to something like "Only a portion of long strings is displayed" will help reduce the confusion immensely.

Dan  

Hey all,

I don't know about you, but I have always had trouble hovering the mouse over the Results window pane trying to get the resize icon to appear. It seems like you need surgeon level precision to find the icon! 😷

I love Designer and want to see it be the best it can possibly be. I feel like increasing the clickable/hovering area for this resize would be amazingly helpful! 

Just wanted to see if we could get some community momentum going in order to get some developer eyes on this issue. 🙂

 Please help by bumping/upvoting this thread!

 -K

Migrated this from another thread. Some folks tagged from the original post :)
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