Alteryx Designer Ideas

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Featured Ideas

(1) I would like to have more text formatting options available in the Comment Tool, such as:

  • set different format for selected words (color, bold, underline, size..)
  • indenting
  • bullet list or numbered list

(2) Option to remove or recolor the blue outline of the comment box. (Especially when I have a comment in a color-filled comment box, I would prefer a comment box without a dark outline.) 

 

(3) UX -  Add an arrow cursor to indicate resizing functionality

When building a workflow with testing tools, you tend to want to be able to put these in container and then minimise this to improve readability of the workflow.

For example instead of this:

cgoodman3_0-1628770540533.png

You might want to minimise the error checks like this:

cgoodman3_1-1628770595708.png

However when running apart from reading through the results window, there is no immediate indicator that there is a tool inside the container that has errored:

 

cgoodman3_2-1628770664560.png

So the feature enhancement request is to add in an exclamation marker to show the user that a tool inside has an error and you can then easily open it up and investigate further.

cgoodman3_3-1628770798324.png

 

 

Having the open / close ( expand / collapse ) button for the tool container in lhe top right corner implies that everytime a big container is expanded, to close it the user has to move the pointer to its new position, which sometimes mean scrolling / zooming out and then zooming in to locate it.

I suggest to locate that button in the top left corner by the side of the enable/disable switch or even a double click mechanism for open/close, which would enable to user to open, see what is inside the container, and close it without moving the mouse to locate the new location of the button.

 

 

I wasn't able to find an existing idea for this, so here goes...

 

We often put URLs in Comment boxes in order to direct workflow users to different resources, but users are then required to go into the Comment and copy the string (and then paste in their browser). It would be quite handy if the Comment tool simply turned text strings with a url format into clickable links (as seen in Word, Slack, etc).

 

It would be even more handy if it also had basic text formatting tools (bold, italic, underline, coloring, highlighting of specified characters/words) -- or if it could just render html (like this text tool I'm typing into right now) 😎

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.

Can we set our own Comment tool default preferences? - For me I want to set the text alignment to be "Center" by default, currently it's always "TopCenter" when I open it.

 

Rujin05_0-1603858243735.png

 

Can you put a check box on the container title bar to make it easier to enable/disable containers in the process window? And can you make the minimize/maximize option for a conatiner a separate option from enable/disable?

  • Category Documentation

I would like to see a "tool" that you can use as an off-screen connection (pair) between data anchors.  Currently, you can create "wireless" connections between anchors.  This essentially helps, but isn't friendly if you add/modify contents between points A & B.  It also doesn't aid in documentation of the workflow.

 

If by comparison, I put a connection tool on at point A it would be great to see it annotate itself with the incoming Tool ID and when I connect it to the paired point B, it would similarly explain the incoming tool id onto that point too.

 

I currently use a SELECT tool to explain visually that this data is being used elsewhere.  I create a wireless connection to the receiving data (could be multiple) and document the source.  The performance of the workflow may be slowed by these select tools.

 

I'm very open to other ideas or reformats of this proposal.  I don't think that it is going to change the world, but it would help me with my OCD.

 

Cheers,


Mark

  • Category Documentation

When we have too many steps in a workflow, it is mandatory to use container to represent better business flow. It can collapse many steps to represent one business flow.

But, when we open collapsed tool container, workflow canvas not resizing to give space for tool container, it overlap on existing tools.

 

It is better to resize workflow canvas when we collapse or resize tool containers. 

  • Category Documentation

Maybe they get bigger when you hover, so its easier to grab? Thanks 🙂

handles are tiny and hard to grab.jpg

 

It would be great if it were easier to add a comment tool to the canvas. As I think about what my workflows are lacking, it's good documentation. My biggest hurdle...is myself. I am simply too lazy to stop what I'm doing and add comment tools. What if you could either 1) double click on the canvas and it brings in a comment tool where I can start writing comments or 2) add a Keyboard short cut in order to add a comment tool (control + shift + C perhaps)? Either of these would help me build better documented workflows.

  • Category Documentation

I often search for a tool on the canvas using control find and the tool number. If the tool is already in the visible pane, Alteryx highlights the tool with a faint dotted box. The problem is that I often have hundreds of tools that are visible and I have to constantly hunt around the canvas to locate the highlighted tool. Please update the control find settings so that when you use control find, Alteryx centers the current view on that exact tool. That way your eye can scan the middle of the canvas and locate the tool every time without this wasted effort searching for the tool outline. 

 

 

 

Add the option to flip comment boxes, so they can be read down-up, instead of left-right... (see below in red, how it looks and how it could be). 

 

image.png                                 image.png

  • Category Documentation

I am currently using alteryx to generate pdf reports and noticed there is no option to have multiple row headers. In my line of work i cant skip this as the end users insist on having it like they have always had it.

I definitely think this should be available as many of us like replicate canned reports which are otherwise in excel and hence see the need for such an option.

 

The following might give an example of the multi row header,

 

multi row.JPG

 

Also the ability to merge certain columns to create the above effect should be available.

I love using containers, but depending on how I am moving around the workflows or trackpad (when traveling) I find it hard to navigate quickly getting a container on the canvas between either add a container from the tool palette or having to highlight the tools and right-click for menu navigation to add the container. This ranks up there with the hotkeys for aligning the tools which make for quick work of making the workflow look organized and presentable. 

*This is an idea from @sayuri from the Portuguese Community*

 

  • Create a tool to document the workflow process, including exporting a file/table that shows the connections from all tools and their main configurations in the order the workflow is run

We are working on building out training content in a story mode and would like to have short snippets playing in a loop for people to see embedded in the workflow. Currently you can add a .gif to a comment background and it will provide a still image on the worklfow itself but functions as a gif in the configuration display. The interesting part is when you are running the workflow the .gif works and then it pauses it when the workflow has completed!

Example GifExample GifGif upload in comment and playing in the configuration windowGif upload in comment and playing in the configuration windowGif in workflow when uploadedGif in workflow when uploadedGif after workflow runGif after workflow run

So while working through a workflow that takes up a bunch of canvas space, I find myself jumping between two points, one at the beginning and one at the end. Every time I need to jump to the other point, I have to zoom out and scroll over and down and then zoom back in. 

 

What if there was a tool that you could drop on the canvas as a "point of Interest" that if you select it (perhaps) on some other part of the interface, takes you right to that spot in the workflow. I know that currently you can look up tools and it will take you to the location of the tool, but it can be difficult when you are jumping around 4 or 5 different spots to remember which tool number is which.

 

I would use this all the time!

 

Just a thought

  • Category Documentation

When looking at a complex canvas - my first instinct is to group this into sub-modules (e.g. "/load Data"; "clean data") to make this simpler to understand.

 

We mostly do this through the use of Containers.

However - it would be more useful if you could then take an entire container and convert this to a macro.    This would be very similar to the way that Visual Studio allows you to take a block of code and convert it to a sub-procedure.

 

This would be a super-quick way to allow people to make canvasses more maintainable and easier to understand and test!

 

Thank you 

Sean

 

When documentin alteryx screen I sometimes hit printscreen and need to paste important matters to Comment tool...

But there is no paste from clipboard 😞

 

idea.png

I suggest adding a minor icon that enables not only reading from png but pasting a screen or other image copied directly from memory...

 

For I need the following setting so I printscreen and capture as is;

 

Join doc.png

 

Then put that into a PNG or JPG file using paint. And then prepare a comment box with that image in the background...

 

Becomes.png

 

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