I wanted to add a real-world example of what it looks like dealing with locked Excel files.
What's not captured in the image above is that I also had to:
- run my workflow
- have it fail so I could find out which users were still in their file and message them to get out
- confirm that an employee was out of office but kept their file open
- revise the workflow to point to a copy of that users file I had to create (which will later have to be renamed back to the original naming file)
- keep users out of their files when I ran into a separate workflow problem I had to solve
- during crunch time, I will sometimes need to rerun this workflow half a dozen times as managers make small adjustments (and thus coordinate with all staff to exit files). So the work I just described above can be multiplied 6x.
What did the process look like before this Excel lock problem? Managers would message their employees to save their file before a certain deadline before roll up reporting. That's it. No problem ever arose from this approach.
I hope this reveals the frustration of this Alteryx feature "enhancement". But otherwise Alteryx is a great tool!