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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 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?
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 GifGif upload in comment and playing in the configuration windowGif in workflow when uploadedGif after workflow run
Today I have some workflows which have certain steps that occur after files are output. I have these set up inside of Tool Containers so that I can easily enable/disable them as I am working if I do not want to produce output for this particular run. However, sometimes if I need to troubleshoot on a workflow that I haven't worked on for awhile, I can neglect to disable these, which can cause errors. This is usually harmless, but annoying.
Having two more options on Tool Containers could really help to improve this!
Disable When Browse Tools Disabled would be useful for any analysis/debugging steps that I only want to run when I am browsing to find data, but should not run otherwise.
Disable When Output Disabled would be really useful to ensure that these tools are turned off alongside the "Disable all tools that write output" option in Workflow-Configuration-Runtime.
This would save me a lot of unnecessary error messages and moments of panic, and would make these types of workflows easier for other users to debug without extensive notes.
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,
Also the ability to merge certain columns to create the above effect should be available.
Speed up canvas edits - The Create/Remove Space Tool
Usually day two of working with a canvas I realize that I have been a fool, and I come up with a significantly more elegant or simple solution. Moving all of the containers or tools to fit my slick new container is cumbersome and slow. I've created a GIF of a feature several tools have which allows the user to easily move and arrange items on the canvas.
In the same way that many default tools automatically generate annotations when they are dropped into the workflow, or their configurations are modified, there should be a way to add custom annotations for custom made macros.
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!
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.
One major improvement in version 11 is that you can now schedule workflows directly in the Gallery. One thing I miss though is the ability to see the whole log from the workflow (messages, warnings and conversion errors).
I have made a workaround by using the list runner (Crew Macros), but I think this should be a functionality on the server itself.
To see the workaround and the expected output, you can watch this video:
I think it would be a nice feature if a user were able to export the list of tools and annotations in a way to use as the foundation of a process memo (or simply listed sequentially in an appendix). We're using Alteryx for tax data prep processes and documentation of the process is important. So I believe getting the workflow into words would be a great addition.
Hi, I'm becoming a heavy user of the Documentation Tools known as containers and comments. However, I am currently finding it tedious that I have to alter their settings individually or alternatively have to copy and paste a container or comment that has the formatting I want to replicate the formatting of.
I would like to be able to document the containers and comments quickly and then assess how each of them will be assigned colour and fonts to make the readability of the End to End workflow easier. I find in the Microsoft Office products the copy formatting paint brush is really good for this, it would be great if Alteryx could offer a similar function.
It's not a world changer in terms of functionality but it would improve the user experience and the speed at which I could produce a tidy ETL workflow using Alteryx.
It would be helpful to redirect Help Documentation searches to the latest version number. When Googling problems I often get help page links that are for version 9.5 while I'm on version 11.7. I'll usually change the version number in the URL to get to the right documentation. It would be great if the version <11 documentation would automatically port forward to the current documentation with the option to go to older documentation for users on those versions.