Alteryx Designer Desktop Ideas

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.

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

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 

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.  

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.

@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 

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!

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. 

How about a “Temporarily Disable Tool” feature where the tool is disabled?  Just the same as the "Disable All Tools that Write Output" but would only apply to the specific tool you select.   But, Instead of having to delete or cut the tool and connect around (as this can be tedious)!  The feature could be applied to various preparation tools (and potentially more) to help save time.

For example, there are occasions when I might have a filter applied and would want to temporarily disable the tool only to see all results.  This has been the case when I have wanted to include hospital wards (by temporarily disabling the tool) I was filtering out to review in the summarized totals.

The specific tool could have the same hashed marking as the "Disable All Tools that Write Output".   The "Temporarily Disable Tool" feature could be listed when the specific tool is right clicked on.   - The workflow could also prompt to show that the user has a tool "disabled" to highlight to the user.

Edit: Spelling

Would love to have the ability to connect S3 to alteryx using the AWS IAM role instead of needing an AWS access key/secret key.

IT will not hand out the Access/secret key so it would be great to connect to S3 without needing a password.

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.

When you enter a search term in the results window, it would be great if it highlighted that term in the data results window. Otherwise, it still takes work to find where your search term is located in each row.

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.

For all Alteryx versions I can remember, when entering a connection string into an input tool (e.g., "C:\Users\mbarone\Desktop\ . . . "), you could just start typing and it would auto-complete.  This is no longer the case when DCM is enabled.  This is a huge efficiency hit we're taking, and is enough for us not to enable DCM (optional or otherwise), given the fact that current workflow connection manager works just fine (meaning the "akas").

Please bring back auto-complete/predictive text when DCM is enabled.

It looks like as of 2022.3, workflow tabs get shortened to a specific width. This is fine however now the asterisk that lets me know if my workflow has changed doesn't display in the tab anymore. I would have to look at the top of the screen to see this. I know this isn't a huge deal, but it would be nice to still be able to see the asterisk in the tab so that I can still know which workflows have been saved even if I am currently looking at a different open workflow. One solution may be to move the asterisk to the front of the workflow name.

Also, would users want a setting to allow them to keep full workflow names versus shortening them?

Thanks!

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. 

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.