Alteryx Designer Desktop Ideas

In complex Alteryx workflows, it can be hard to navigate between different tool containers - especially when there are dozens spread across in a large canvas.

I would love a feature where users could create a 'table of contents' using clickable text or bookmarks at the top of the workflow. For example, Clicking on a text label named 'Output Calculation' would automatically scroll to view to the Tool Container named 'Output Calculation'.

Suggested Implementation ideas : 

• Text boxes or Comment Tools support clickable links that scroll the canvas to a specific container or tool.
• Add a new 'Bookmark' or 'Jump To' action tied to container names or Tool IDs.
• Right click on a text label or container and choose 'Link to' or 'Scroll to this container'.
• Use CTRL + Click or ALT + Click behavior on a text comment to jump.

This would massively improve usability and workflow navigation, especially for large teams or workflows that are shared across departments.

Inspiration : 

Tools like POWER BI and TABLEAU allow similar dashboard or bookmark style navigation . Implementing this in Alteryx designer would be a game changer.

I only have 2023.2, hoping to get 24.2 soon, so I haven't been able to try the newest color feature, but my idea is additional columns in the Navigation panel of a tool to update multiple connection features in one place (names and color at the moment). I'm using Python, and I have a variety of data inputs I would like to be able to easily reference in my code. Currently default names are #1, #2, based on order of connection. Similarly, I know for tools that accept multiple inputs, like Union and Join Multiple, this could also be useful if needing to reorder based on the connection names. I'm also not sure how this ties in to the color feature as described in Connection Configuration, but this could also be a good place to change colors of multiple connections at once instead of clicking into each connection. This would also require this list to allow for multiple selection at the same time, as right now you can't hold shift and select multiple lines.

Additional Dynamic Select Mode for All Native (Non-Macro) Tools with Select Functionality (with or without Data Type Selection)

This is the updated version of an idea I posted a while ago (which only included Multi-Field Formula), and after the release of Alteryx Designer 2025.1, which I found to be very successful from a new tool and functionality perspective, I decided to post about it.

My proposition is to add the Dynamic Select functionality* (at least the Select via a Formula mode) to all native (non-macro) tools in all tool categories that include a Select functionality (as an alternative, where the user would be OK with not being able to also change the field types of the selected fields, such as Join and Append tools, the opposite would apply to Multi-Field Formula, where the user would be able to dynamically select which fields the Multi-Field Formula would be applied to, in addition to changing the data type), including but not limited to (to account for any new tool with a Select functionality that might be added in the future):

Preparation Category

- Auto Field

- Data Cleanse Pro (added in 2025.1)

- Multi-Field Formula

- Multi-Row Formula (for Group By option)

- Rank (for Group By option)

- Record ID (for Group By option)

- Sample (for Group By option)

- Tile (for Group By option)

- Unique

Join Category

- Append Fields

- Find Replace

- Join

- Join Multiple

Transform Category

- Arrange

- Cross Tab

- Make Columns (for Grouping Fields (Optional) option)

- Running Total (for both Group By (Optional) and Create Running Total options)

- Transpose (for both Key Columns and Data Columns options, the tool would generate an error if the Dynamic Select formula written for both options are selecting the same field(s), as the Transpose tool is not supposed to allow it)

- Weighted Average (for Grouping Fields (Optional) option)

In-Database Category

- Select In-DB

Reporting Category

- Layout (for Group By and Per Column Configuration options)

- Table (for Group By and Per Column Configuration options)

Machine Learning Category

- Transformation (for Select Features mode only, as the other two modes with Select functionality (Clean Up Missing Values and One Hot Encoding) require Method and Missing Category Action specification)

Developer Category

- Download (for And values from these fields option present in Headers and Payload tabs)

- Dynamic Rename (for the Select functionality present in Formula mode)

Spatial Category

- Find Nearest

- Spatial Info

- Spatial Match

Data Investigation Category

- Pearson Correlation

Skipping Address and Demographic Analysis categories as they have tools that seem to be using a static input, therefore not requiring a Dynamic Select functionality.

Laboratory Category

- JSON Build (for Grouping Fields (Optional) option)

- Transpose In-DB (with a similar logic to the regular Transpose tool found in Transform category)

*The Dynamic Select functionality added tools that have more than one input anchor (such as Join and Join Multiple) could have new additional fields the users can utilize, such as:

- [Origin] (can have the values "L" or "R" for Join and Append tools)

- [Connection_ID] (can have the values 1, 2, 3 etc. for Join Multiple tool)

- [Unknown] (can have the values "True" or "False" for the Data Columns option of the Transpose tool, or any other tools such as Join that would have the Dynamic or Unknown Columns option as a part of their Select functionality)

As many Alteryx Designer users are already aware, there is an option to connect a tool to multiple tools at once by right clicking on it and selecting View Possible Connections.

I would like to suggest an enhancement for this feature, which I think will make it even easier to connect multiple tools.

Scenario 1

Suppose you drag & dropped many Append tools to existing connections as you realized you needed to add an extra information to your data. For example, a year input from a Text Input tool that is modified by the interface tool. If there were 30 Append tools, you would have to select all those available "ID - Append Fields S" checkboxes one by one.

Scenario 2

You added multiple Input Data tools to canvas but don't want to select them individually to connect them to a single Union tool.

Idea

If there were a group checkbox for each tool category on each side (Output Connections and Input Connections), creating multiple connections would be as easy as clicking on the group checkbox on the Append Fields category on the Input Connections side (for Scenario 1) or clicking on the group checkbox for Input Data category on the Output Connections side (for Scenario 2).

My idea is essentially to borrow the keybinding/command ethos of Vim for Alteryx. For those who are unfamiliar, Vim is a text editor from a time before the mouse and the GUI became dominant forms of interacting with PCs. I think the key ideas to take from Vim are the Modes, Commands, and Grammar.

Vim is mode based for its typing. You start out in Normal mode and enter other modes through key commands. For example, to enter Insert mode, you just type 'i'. This mode allows you to enter text into whatever file you have open at the moment. There's also the Visual mode which is for highlighting sections of text for processing with other commands. This means that key commands can take on a variety of meanings in different modes, adding depth in a limited key range.

The Grammar is another key aspect. Rather than hold an arcane combination of modifiers and letters, Vim uses an Operator-Count-Motion approach. The operator will be the primary action: y for yank/copy, d for delete, c for change, v for visual select. The Count is how many objects you want this operator to be applied to. The Motion is where and what you want to work with: w for a word, s for a sentence, p for a paragraph, ( for a set of parentheses, b for brackets. There are also options that extend this so you can have a series of commands like d2w (delete 2 words), di( (delete inside parentheses), yap (yank/copy all of a paragraph), etc. Below is a cheat sheet displaying a wider list of the possibilities with the motions.

The Command mode is the last piece of the puzzle. By typing ':' while in Normal mode, you bring up a command prompt. Here you can enter any of a number of commands including changing user settings via keywords. For example, :s/old/new/gc will search through my file and attempt to find and replace every old term with the new term, the c at the end means that Vim will ask for confirmation before each change. I could also do things like :set nohl which will turn off highlighting for items found during searches. It's easy to imagine using similar functionality to make configuration changes to a wide set of tools or simply to selectively delete tools without using the mouse or scrolling to them.

To take it a step further, current menu functions could be turned into commands, imagine typing v6t to select the next 6 tools on the canvas. You could follow this by typing :Contain %V to wrap the selected tools in a container, perhaps with extra arguments a specific color palette could be applied as well! I say all this to say that the way forward for shortcuts in Alteryx is to break away from the one-handed modifier heavy paradigm that so many programs follow today. By creating commands that can duplicate the actions found in drop down and right click menus, as well as providing a means of navigating the canvas without a mouse, Alteryx can go to the next level in terms of efficiency and ergonomics.

Let me know what you think, if you need more concrete ideas on what this might look like in practice, I can add that. Thanks!

P.S. If you work on side projects outside of Alteryx, consider giving NeoVim a try, it adds a lot of extensibility and customization to classic Vim

The idea behind encrypting or locking a workflow is good for users to maintain the workflow as designed. 

However, when a user reaches a level of maturity equivalent to that of the builder or more, or even when changes are required - the current practice is to keep a locked and unlocked version of the workflow so that it allows for a change in the future. 

It would be much simpler if we can have the power to lock and unlock workflows with a password. Users can then maintain and keep the passwords so that they can continue with the workflow. 

Not everybody is on Server yet so this feature is very helpful for control before Server migration. Otherwise it’s just password protecting a folder containing the workflow package, then re-locking a new save file each time a change is made or when someone new takes over on prem. 

Sounds simple :

Best regards,

Simon

Hello,

Working on Dataiku DSS and there is a cool feature : they can tag tools, parts of a worklow.. and then emphasize the tools tagged.

Best regards,

Simon

Hello all,

A few years ago, I asked for svg support in Alteryx (https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/svg-support-for-icon-comment-image-e... ). Now, there is Alteryx Designer Cloud with other icons... already in svg !




So I think it would be great to have an harmonization between designer and cloud.

Best regards,

Simon

Hello all,

We all have experienced these last years the now famous concept of hide/unhide password :
Here a few examples of it

I would like this exact principle everywhere we have a password on Alteryx.

Best regards,

Simon

Hello,

This is a popular feature on other tools, such as Talend (now Talaxie) : the ability to export the workflow as a vectorized screenshot in svg.

Why ? it helps to build documentation, svg being vectorized, it means the picture can be zoomed in without losing quality.

Of course, that would mean before that Alteryx use svg for icons as required here https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/svg-support-for-icon-comment-image-e...

Best regards

Simon

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"?

I know that the container title/label should or can be short, and as much descriptive as possible. Also, adding extra comments inside the box helps to a more detailed explanation on regards what process is run inside the container. Visually, if I collapse the container, the "Short" title given can't be of much help.

Could it be possible to enhance the "caption" for the "Container" title? I mean to allow to type 2, 3 or more lines of text?. This will make the Container title more descriptive and visually will allow to have the containers collapsed but with a reasonable amount of text that describe (as much as possible) what happens inside the container.

At the moment, If I type certain amount of text, the container expands according to the length of the text 

Below is the typical container Title 

Below is the current situation if a person would like to give a bit of more description in the "Container" header (The container expands)

An dream would be to have the workflow with all containers collapsed and with titles that tell you what they do (see image below)

We have lots of tools that create new column(s) from the Inputs, e.g., Generate Rows. It'd be very nice if the new column(s) is/are highlighted in the Output. This makes it a lot easier for users when developing the workflow.

When a workflow runs on the server and the server tells me there was an error with Tool ID 103, I'd like to be able to open that workflow in my designer and search for that Tool ID 103.  We have some really large workflows and it takes a long time to manually locate that tool.

Everyone knows the importance of adding the appropriate controls and governance to your workflows - and often, this means including events that will generate notifications if a workflow is running with errors.

But who is the audience of that email? If it's not a developer, will that person know what they are reading and where to focus?

How about a developer that would like to customize the message that the end user will receive?

Porting some existing functionality from other tools in the Alteryx toolkit to the Events page could easily provide added flexibility to event generation:

1) Add a formatting bar to the tool like shown in the image below

-- Style changes

-- Alignment

-- Highlighting

-- Coloring

-- Images

2) Add a function bar to the tool like shown in the image below

-- Ability to view all available variables

-- Ability to apply formulas using variables

-- Ability to save formulas

What do you think? Give this post a thumbs up if you find the post helpful!

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, as a person with a mapping background, I love that Alteryx added zoom & pan abilities. The hold ctrl + mouse wheel zoom is great! Also, the hold space to pan is great as well. My only issue is this function should still work if the process is running, can you implement?

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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