Alteryx Designer Desktop Ideas

The find and replace feature is great. Unfortunately, I was unpleasantly surprised to learn the hard way that workflow events are outside of its reach. Please expand to include the entire workflow to act on everything opening the xml in notepad could find and replace. The following demonstrates the omission...

On left side I search for the string “v022”

Below that shows zero matches

In the open event box near the center, “v022” appears in the command box

The occurrence in event command box should appear as a match, but does not.

Hi,

I am not sure why it is so complicated to troubleshoot formula tools in Alteryx. When I am getting an error with information parse error at char (char number) why we don't get this information highlighted in the configuration tool at the left. 

It should be crystal clear for the user where he needs to troubleshoot his workflow. We can say that the formula tool is showing us where the formula is working, so it isn't so bad.

When working with a multi formulas tool, it isn't easy to figure out where the mistake occurred.

Can we highlight somehow this specific character and make users life easier?

Hello all,

As of today, you can use the Dynamic Select Field with two options

-by types (you can dynamically select all, all date, etc..)
-by formula

I suggest 2 easy improvements

-from a list field. You connect a field list to a second entry with a "Field name" field
-from flow : You connect a flow to a second entry and the common fields are selected

Best regards,

Simon

Dear Alteryx Team, 

please put an option marker /button in the formula tool to ask if the newly added column should be placed at the beginning as first column or at the end (as it is now- this could be a default setting). 

The problem is that with a lot of fields it is quite time consuming to drag and drop the newly added column from the end of the field array to the beginning. Depending on where you want to reallocate the column you might want to start from the front or from the back to drag and drop (right click holded) the column in order to reorder it. 

Mostly I would like to start from the front, I noticed. 

Thank you

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?

So while first and last make sense concat will crash the system. Here's a screen grab... Designer really doesn't like crosstab reporting tools set (accidentally) to concatenate 3 macros deep in a workflow. Just crashed 3 times before I tracked down the error on my system.

As a change to Designer UI in 2021.2, when in the filter box, I used to be able to use my mouse to click a little X in the corner to clear the filter or sort that had been implemented and it would immediately clear the filter.  It's not working as of 2021.2.  Now, I must navigate to the last cascade to get to the word Clear and click on it to clear the filter. 

This feels like another very tiny move in the wrong direction. These small UI changes cause 2 or 3 additional steps and slow the diagnostic/navigation process in moving around the Results Grid in the Browse Tool or at any point in the flow where the Results Grid is used.

Can the X in the top level of the Filter/Sort box in the Results Grid be restored in 2021.2?

Related to submission:

Small fix for the UI in the Results Grid (or Browse Tool)

Small Keyboard fix for the browse tool's filter

As a change to Designer UI in 2021.2, when in the filter box, I used to be able to use my mouse to Paste in the value and then hit enter/apply to apply the filter.  It's not working as of 2021.2.  Now, if I hit paste from my mouse, it just closes the Filter box and applies nothing.  It forces me to have to change between mouse and keyboard as that is the only way to paste a value into the filter value box (CTRL-V). 

This feels like another very tiny move in the wrong direction. These small UI changes cause 2 or 3 additional steps and slow the diagnostic/navigation process in moving around the Results Grid in the Browse Tool or at any point in the flow where the Results Grid is used.

Can mouse functionality be restored in 2021.2?

Related to submission: 

from  patrick_digan

Table names seem very similar to named ranges in Excel. However, my workflow bombs when I try to read in a named table. Instead, I have to open the workbook, find the range of the table, and then type the range in the input tool. Alternatively, I could name the range that the table is in. However, I don't want to have a table name and a range name that are both referring to the same thing. So, I'd like to be able to read in a table I have in an excel workbook based on the name of the table. Does that make sense? Anything I can do to make the question clearer? Thank you!

Do put an option to take any distance.

it sure have case that we do not care the distance.

same go to other spatial tool have similar setting.

I will start off with a story. I have built a process to manage batch API requests. It's an iterative process that checks to see where the export is at by calling an API and then returning some status. It will run and wait and run and wait until the export is ready to be downloaded. However sometimes, the jobs don't finish and a status returns something like "failed" or "cancelled". When this is the case, I have my process (which is a little bit batch macro) kicks off an error message, using the nifty error message tool. After some time I noticed that it was a PAIN to go back and figure out which of my requests failed and I decided that I need to add some messaging around where this was failing, so I could do some easy auditing. So I go back into my tool and much to my chagrin, I cannot pass variables into the message section. I would expect it to have worked something like this:

"Record "+[#2]+" is not 'A'"

Can we please get a change to this. It would save a lot of time and energy if we could create a dynamic error message option.

TL;DR Please allow us to use formulas in the "If expression is true, display error message:" settings area.

Can we please have a Group By option added to Random % Sample tool? It would ease a lot of things!

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 totally get that we want to use a local disk drive for TempDirectory.

Let us override Alteryx (currently Alteryx overrides the user override) and choose a network directory.  If the local temp drive is full, let the user choose.

Cheers,

Mark

Hello,

Can you please develop a macro for batch forecasting using FP Prophet (Similar to Batch Forecasting using the TS Factory tool with ETS and ARIMA)?

Thanks,

Hello!

I recently did Alteryx Weekly Challenge #243, in which i needed to use a join multiple tool at the end to join my three results.

To do this, i joined based on Record Position - and the join was fine, however the order was completely different to that at which was set inside the join tool:

As you can imagine, this was very confusing. However, it seems that if i move one field down, and then back up, it works fine:

This seems to suggest that this selection is not used until it has been adjusted, which is difficult to troubleshoot and may be confusing for new users. I simply suggest a small fix for this, to take this order by default.

Cheers,
TheOC

It would be very helpful if there was a tool that could stop the workflow without throwing an error. Currently, you can use the message tool to throw an error on a certain condition, and then enable the "Cancel Running Workflow on Error" option in the Runtime settings, but when the workflow is stopped in this way, many other tools don't function such as the Output Data and Email tools. Simply adding a tool that stops the workflow without erroring that also allows the other tools to finish their job would be great. 

It would be fantastic if the Detour tool worked outside for a Standard Workflow, and not just for Analytic Apps and Macros. I can think of many instances where this would be very useful.

We would like some enhancements to the Salesforce connectors (input and output) to allow:

- Either the Batch or the Bulk API to be used. Batch API is much better for smaller jobs while the Bulk is better for larger jobs (larger numbers of records). It would be very useful to allow the selection of which API was used by the tool to use the most efficient API.

- The number of records per batch to be defined in the tool. I know this can be achieved using a batch macro but it would be far easier (from a user point of view) to be able to enter this value in the Salesforce connector and have it manage the batch size. We frequently have issues with the batch size being too large and Salesforce having errors (and records not updating).