Enable user to edit and update records (almost equivalent to "writeback")

[TheReluctantBanker]

Hello All

A big thank you to the wonderful Alteryx community for the great support.

I have this question that would be grateful to get help for.

Here is a toy data of transaction records which get generated by Workflow1. These are records which have failed some business logic checks. Workflow1 generates them by importing source data, running checks and then writing excel output of these records. Output includes an empty column called “Reviewer Comments”.

RecordID	Transaction Code	Transaction Date	Attribute_1	Attribute_2	Attribute_3	Test Result	Reviewer Comments
1	A111	15/05/2019	41	366	1	Exception
3	A112	28/05/2019	11	119	2	Exception
4	A113	28/05/2019	20	458	2	Exception

Now, user has to review these records and then provide comments in the “Reviewer Comments” column. After user’s data entry, these comments have to get updated to the same excel file.

I created Workflow2 (screenshot below)  to do this using a text input tool  – but as you can see one has to run Workflow2 twice –first to enable the text input tool (so that the editing can be done), and then again to make sure the text input tool’s data (which would have the user comments) is updated back to the excel file.

Is there a better or correct way to accomplish this?

Thank you...

[RishiK]

Hi there

Why don't you turn this workflow into an analytical app by using the Interface tools to allow the user to enter their review comments?

They then do this first and then the workflow would run.

Have a go and if required I can build a sample workflow for you showing this?

[TheReluctantBanker]

Thank you for the suggestion.

I will try as you suggested and let  you know.

[TheReluctantBanker · Accepted solution]

Hello RishiK

I have not been able to work out a solution using interface tools. 

I am not yet familiar with interface tools (learning it and looking at them over the past two days)

Could you help with a sample workflow , if that's okay

Regards

Sudha

[RishiK]

Hi Sudha

Attached are 2 sample solutions.  Open both in Alteryx Designer. To run as an app in Designer, click on the "Run as Analytic App" to the left of the Run icon (if you're using the latest version of Designer)

Update_per_RecordID - allows you to update each row with a new review comment at a time.  You need to run this once so that the App gets the RecordIDs for you to select.

Updates_as_Once - allows you to enter multiple RecordID values and the new Review Comments for each row (delimitered with a new line each time).  This will then go and update the file.

[RishiK]

You will need to replace the Excel sheet in the workflow with your one