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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

Load an Alteryx Template file when creating a new workflow

When we create new workflows, we like to have them in our company template, to stnadardise documentation. This makes it easier for a supervisor to review, and for a colleague to pick up the workflow and understand what is going on. For instance, we have all data input on the left, and all error checks and workflow validation on the right, and a section at the top with the workflow name, project name, purpose etc. We have a workflow that we use as a template with containers, boxes and images all in the appropriate places

 

It would be great if there was an option to select a workflow as a template. When a new workflow is opened, it would load this template rather than having a blank canvas.

7 Comments
Alteryx Partner

Definitely a great idea 🙂 

Alteryx Partner
Alteryx Partner

This would be a great addition. It could be called a ".yxt" . Even just having the workflow configuration setting memorized for newly created workflows like the name, company, copyright, and description url (base url for the company site or Gallery).

Bolide

Suggested options:  Default mail server metadata!  

Asteroid

I would love to see this implemented. I have been trying to set this up and right now have to settle for copy/paste of template.

Alteryx Alumni (Retired)
Status changed to: Under Review

This is an interesting idea. I'll investigate. Thanks for submitting. 

Asteroid

How do we learn about updates for things under review?  This template idea would be a huge help for our company when building out workflows that will ultimately live out on the Server. 

 

Thanks!!!

Meteor

For anyone looking for an intermediary solution, I've found that if you replace the Learning Guide, you can hack a workflow template that opens on launch (C:\Program Files\Alteryx\Samples\en\Learning Guide)