Alteryx Designer Desktop Ideas

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It would be helpful if the "Copy Ouput Fields and Add" default was unchecked.

I periodically consume data from state governments that is available via an ESRI ArcGIS Server REST endpoint. Specifically, a FeatureServer class.

 

For example: http://staging.geodata.md.gov/appdata/rest/services/ChildCarePrograms/MD_ChildCareHomesAndCenters/Fe...

 

Currently, I have to import the data via ArcMap or ArcCatalog and then export it to a datatype that Alteryx supports.

 

It would be nice to access this data directly from within Alteryx.

 

Thanks!

In user settings you can define a "Logging Directory" and if you do the system will send the Output Log (Results view messages) to a file in that folder.  The name generated is Alteryx_Log_ + an apparent sequential number, example: Alteryx_Log_1519833221_1.

This makes it impossible to identify which flow it is associated with and which instance of execution simply by looking at the name, you have to parse the content to see the flow name and start/end timestamps.  For trouble shooting we want to be able to look at the list of file names and quickly see which file, of possibly hundreds of files, we need to look at to see what went wrong.

 

For example I have an ERROR MESSAGE tool that is rather verbose.  I chose to modify the annotation as:  ZIP Code Check.  I presumed that the result would simply be "ZIP Code Check", but Alteryx added that to the beginning of the annotation rather than replacing the whole annotation.  I reported this as a bug, but was told that this was designed to operate in this manner.  It was suggested that I bring this out as a "New Idea" to the community for review.  If you agree that the tools should operate in a similar fashion for annotation (or other actions) across the pallet, please STAR this.  Otherwise, I'm happy to hear your feedback.

 

Thanks,

Mark

 

Capture.PNGCapture.PNG

When making any type of macro, it's important to test the functionality of the macro via a debug.  This is accomplished successfully with normal tools, however there's a bug that will not allow the user to debug In-DB macros that use either of the following standard Alteryx tools:  

  • Macro Input In-DB
  • Macro Output In-DB

 

If either of these tools are included in the macro you are building, an error message will appear not allowing you to open a debug.  

Error message: Question Tool Load Error:  A question tool with a tool id of XXX is missing the associated question data.

 

Of course, Macro input and output tools do not require any specific action/question tool associated with it.  This is a bug.  A user pointed out the XML issue almost 3 years ago here:

In summary: "It appears that the tool itself inserts a hidden Question attribute into the XML which can also be seen in Workflow Configuration"

Source:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/In-DB-Macro-Input-and-Output-t...

 

Examples....

 

A normal macro, using standard tools:

Debug_Standard1.png

 

After debugging a standard macro, the Macro Input/Output tools correctly change to a Text Input and a Browse tool.  This allows the macro author to test the macro.

Debug_Standard2.png

 

However, when trying the same thing with In-DB tools in a macro, an error message appears:

In-DB macro 1:

Debug_indb1.png

 

In-DB Macro error message (after clicking "Open Debug"):

Debug_indb2.png

I often use user constants in my workflows and ever since the Workflow tab has been buried under the Canvas tab in the Workflow Configuration, I often forget to adjust my constants.   Out of sight, out of mind.  

 

My suggestion would be to create a tool that could be placed on the canvas with the constant name in the title area and a text box which shows the current value and allows the user to change the value before processing. 

One additional output that would be very useful is to enable output values to be placed into a PDF that has pre-defined fields that can be created by using the Forms tool in Adobe Acrobat. Our company uses Alteryx to prepare information that will be used in tax returns. Currently, the data that gets outputted, is then manually entered into PDF fields but I think there is an opportunity to have Alteryx do this for us. See the pictures below, I can create forms that can be defined as "Text1", and then my idea is to tell Alteryx that one specific field value, should be put into the PDF form "Text1".

Tax Return.JPGAlteryx Fields.JPGOutput.JPG

Hello all,

Change Data Capture ( https://en.wikipedia.org/wiki/Change_data_capture ) is an effective way to deal with changes in a database, allowing streaming or delta functionning. Several technos, more or less intrusive, can be applied (and combined). Ex : logs reading.

Qlik  : https://www.qlik.com/us/streaming-data/data-streaming-cdc

Talend : https://www.talend.com/resources/change-data-capture/

 

Best regards,

Simon

In Japan, the prople usually use the date format "yyyy/mm/dd". But there is no preset in Date tool. So I usually use custom setting, but it is the waste of time.

 

So please add yyyy/mm/dd format to the preset in Date tool configuration for Japanese people.

 

AkimasaKajitani_0-1660969609039.png

 

There is an extensive need from customers to be able to create emails but not send them (right away at least).

I'm in the banking sector and I have been seeing many banks using Alteryx and Alteryx server in their routines. Also, when it comes to sending automatic e-mails in this sector, its very risky. We need a "four eyes check" when dealing with clients information. Currently there is no workaround that could be applied to e-mail tool when used in Alteryx server as well.

My idea is to simply create a button "Save in draft" in e-mail tool to create an .eml format as output. This .eml can be read by outlook and thus, it creates a draft.

This also should be taken into account when dealing with drafts in alteryx server, so that any user can run the workflow and get the desired draft.

Thanks

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 

Rags1982_0-1655908955080.png

 

It is my understanding that hidden in each yxdb is metadata.  The following use case is common:

 

As an Alteryx Developer/Designer I want to know the source of a yxdb.  

 

Ideally, I would know as much about the workflow (name, path, workflow version, AYX version, userid) as possible.

 

It would be awesome to be construct a workflow that would allow me to search the metadata of yxdb's on my client computers quickly.

 

Cheers,

 

Mark

A few suggestions that I think can improve the Sharepoint Files Output Tool:

 

  1. Maybe I'm missing it, but I cannot see how you can delete a file from the output list once you've added it:
    1. Joe_Lipski_1-1643795491697.png

       


       

  2. Have the write headers output checkbox ticked by default as I expect this is the more common expectation:
    1. Joe_Lipski_2-1643795558506.png

       

  3. Take the file extension by default based on the users selection in the Options tab as I shouldn't have to write .xlsx for the extension:
    1. Joe_Lipski_3-1643795713015.png

       

    2. Joe_Lipski_4-1643795723518.png

       

@VojtechT 

Hi all,

I was recently helping a new starter assemble an app the included a long check box list in its interface, and stumbled upon a possible feature to be added to your interface tools. Here’s the situation in a nutshell:

  • The analyst wanted to allow the end user to select a from a list of stores, so he used a List Box that populated from our store list in Oracle
  • We have thousands of stores, so when rendered, the interface would be extremely long and cumbersome for the user
  • I then suggested he use a Tree instead of a List Box for this part of the interface, as a Tree allows the designer to limit the Tree Window Height and display only XX lines to the user at a time

 

So, here’s my suggestion: Can a “Window Height” option be added to the List Box tool?

 

Given that Tree already has this functionality, I think it would make sense to include such a feature for List Box as well. As of v11.3, this feature does not appear to be included.

 

Thoughts?

 

Current option in Tree interface toolCurrent option in Tree interface tool

Analytical apps currently do not have the ability to provide any indication of progress to users when hosted on the galaxy.

 

It would be valuable to be able to provide a progress bar or some indication of progress to the user when invoking analytical apps from the gallery.

There needs to be a way to step into macro a which is component of parent workflow for debugging.

 

Currently the only way to achieve to debug these is to capture the inputs to the macro from the parent workflow, and then run the amend inputs on the macro. For iterative / batch macros, there is no option to debug at all. This can be tedious, especially if there are a number of inputs, large amounts of data, or you are have nested macros.

 

There should be an option on the tool representing the macro in the parent workflow to trigger a Debug when running the workflow, this would result in the same behavior when choosing 'Debug' from the interface panel in the macro itself: a new 'debug' workflow is created with the inputs received from the parent workflow.

 

On iterative / batch macros, which iteration / control parameter value the debug will be triggered on should be required. So if a macro returns an error on the 3 iteration, then the user ticks 'Debug' and Iteration = 3. If it doesn't reach the 3rd iteration, then no debug workflow is created.

It would be nice if AWS Glue had first class support in Alteryx. This would allow Alteryx to more seamlessly connect to data sources defined in the Glue metastore catalog. That alone would be handy and save on extra book-keeping. AWS Glue also has an ETL language for executing workflows on a managed Spark cluster, paying only for use. Integrating this big data tool with Alteyrx would be interesting as a way to execute in-database Spark workflows without the extra overhead of cluster management or Alteyrx connectivity

 

https://aws.amazon.com/glue/configuration.

We aren't getting a huge amount of help from support on this, so I'm posting this idea to raise awareness for the product teams responsible for the Salesforce connectors and the embedded Python environment.

 

This post from user Dubya describes the issue in detail:

 

I have a workflow with several salesforce tools in it, which works fine on my machine. But we need another alteryx user in our office to be able to access, run and maintain the workflow too, via their machine and copy of alteryx designer.

However we're finding that the salesforce inputs and outputs can only be authenticated on one machine at a time.

When the other new user opens the original workflow from the shared network location, the salesforce tools display an error "Salesforce Input (1): {'error': 'invalid_grant', 'error_description': 'authentication failure'}" and the tools fail to load any data. But we can see the full query in the tool and we can even set the custom query option and validate the query successfully, which suggests the source is being correctly connected to and queried, but we just cant run the tool.

The only way to run the tool successfully is to change the credentials and re-authenticate the tool. However this then de-authenticates the original machine, and when we open up the workflow on there and try to run ying the workflow brings back the same error.

We've both tried this authentication back and forth on our own machines and each time one of us re-authenticates, it de-authenticates the other, leading to it triggering the error.

Can someone help explain what's going on and how to fix it, as this doesn't bode well for our collaboration.

We're both running:
The latest build of version of designer 2021.2 (original machine also running desktop automation)
Salesforce Input Tool v4.1.0
Salesforce Output Tool v1.3.0

My response here identifies that this is a problem for our organization as well:

 

We're experiencing the same issue. It appears to be related to how the tool handles password and security token decryption. I've found that when you modify the related registry entry from "true" to "false", you can see in the tool's xml that the encrypted password and security token are still in there. I'm not sure what else is going on behind the scenes beyond that, but that ought to be addressable by the product teams handling the Salesforce connectors and the Python installation embedded in Designer.

The only differences in our environment compared to u/Dubya's are that we're running on 2020.4 and attempting to use Salesforce Input Tool v4.2.4.

 

This is a must have for anyone who needs the ability to share workflows among multiple users. This is part of a series of problems that these updated connectors have been plagued with since introducing them years ago, and no one at Alteryx seems to care enough to truly fix the problems. Salesforce is a core system for our organization, so having tools that utilize the latest version of Salesforce's APIs is very important to us. The additional features that the Input tool provides are welcome, but these bugs have to be sorted out in order for us to extract any kind of value out of them. If the "deprecated" Salesforce tools were ever to be removed from Designer while there are issues with the "new" connectors, we would have no choice other than to never upgrade Designer/Server again and be forced to look for another product to serve as our ETL platform.

 

Please, please, please address this.

I want to jump to expression #3 of formula (3), when I see following error message. Now I can jump to formula (3), but only expression #1 is opened, not #3. If I have 30 expressions, it is hard to find #20 in 30s.

 

2021-06-30_10h43_32.png

When building API calls within Alteryx there are a few common steps required

1) Build out the URI for the API call (base URL plus any query parameters)

2) Deal with authentication, such as basic authentication requires taking a key and secret, base 64 encoding and passing this into the tool

3) parsing the results out and processing these downstream

 

For this idea I am specifically focusing on step 3 (but it would be great to have common authentication methods in-built within the download tool (step 2)!).

 

There are common steps required to parse out the results, such as using Filter (to check for a 200 response), JSON parse, text to columns and then cross tab to get the results into a readable format. These will all be common steps anyone who has worked with APIs will be familiar with:

cgoodman3_2-1616585073736.png

 

This is all fine for a regular user to quickly add in and configure these tools. However there is no validation here for the JSON result being as expected, which when embedding an API into a batch macro or analytic app means it can easily fail.

One example of a failure which I've recently come across is where the output JSON doesn't have all fields (name:value pairs) depending the json response. For example using the UK Companies House API, when looking at the ceased to act field at this endpoint - https://developer-specs.company-information.service.gov.uk/companies-house-public-data-api/resources... the ceased to act field only appears in the results if a person has actually ceased to act. This is important if you have downstream tools such as a formula to create a field [Active] where you have:

IF ISNull([ceased_to_act]) THEN "Active" ELSE "Ceased to Act" ENDIF

However without modification the macro / app will error if any results are returned where there is not this field.

 

A workaround is to add in the Crew Ensure Fields or union on a list of fields, to ensure that the Cease to Act field is present in the output for all API calls. But looking at some other tools it would be good if an expected Schema could be built in to the download tool to do this automatically.

 

For example in Power Automate this is achieved as follows:

 

cgoodman3_1-1616584699689.png

 

I am a big advocate of not making things unnecessarily complicated. Therefore I would categorise this as an ease of use feature to improve the experience of working with APIs within Alteryx and make APIs (as load of integrations are API based) accessible to as many users as possible.

 

 

 

 

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