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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.
At the moment containers either expand and overlap other tools, or you have to leave space for them (defeating the original purpose of using them). Is there a way we can have the containers expansion shift the workflow so the others tools shift down / right to account for this expanision?
It would be useful to have the WorkflowName captured as one of the default Engine constants. The WorkflowDirectory is included so why not the WorkflowName as well?
I often have to use configuration files to pass in values to workflows meaning the workflow name needs to be manually entered into the workflow, either as a text input or User Constant, which feels like an unnecessary step as Alteryx must know the name of the workflow once it has been saved.
For me to leverage the Email tool, I need to authenticate the SMTP so the server recognizes who I am. Currently, Alteryx does not have a way to authenticate the SMTP so this tool is of no use for my organization. I am sure there are many other organizations who have a similar protocol so it would be nice to have an authentication tool that can authenticate whatever the user desires.
This idea consists of a couple of requests that are related to the same topic - table styling using the formula field. As most probably know, the table tool offers column/row specific formatting. Some of the basic formatting offered in the configuration are: fonts, texts colors, and backgrounds. For anything that doesn't fall into these types of formatting rules, there is a "Formula" option that allows the user to define CSS-like statements to format the selected column, row, or cell. Related to this formula, I have two requests:
I would like a double border to be included as an option. After speaking with a support engineer, they do not believe this is currently available. The double border is used in most financial documents as the "sum line". I see a lot of uses for this, especially in my industry. I would expect a formula like this: "border-top: 1px solid double black;" to give a result like this:Desired OutputBut it gives a result like this:Current Alteryx Output
I would like to see additional documentation on this Style Formula field so users have a reference when attempting to do advanced styling on a table. I don't think it's sufficient to say, "Use of this requires a solid understanding of CSS styles" if all CSS styling options aren't available. Documentation would at least let us know that what we are attempting to do isn't possible.
I work as an accountant for one of the nation's largest firms. In my day-to-day work, I utilize alteryx to cleanse and format data provided by our clients in preparation for use in another program that is very specific with its imports.
I was recently reviewing an Alteryx workflow prepared by a colleague. Upon attempting to run it again (with new input data) I noted some data fall out and am now reviewing the workflow tool by tool (first to develop understanding of the developer's mind, and second to make changes where needed).
During this review, I thought it would be very cool to have a Review/Markup view, where each tool could have a checkbox that could be checked/unchecked if that specific tool was reviewed/unreviewed. There could also be a circle function that could bring attention to specific places that are of concern in a workflow. This might work similar to how when one drags an Interface tool on the canvas, appropriate connections above non-Interface tools appear, only it would be a view that could be turned on/off.
In addition, I have a tendency to annotate the heck out of my workflows I create -- however there isn't really a way for reviewers to do this without modifying the workflow annotations nor adding a Comment tool with comments. It's especially difficult to do the later since space might be tight. Having a comment function that only shows up in the Review/Markup view would be amazing and very appreciated as I don't want to visually alter the workflow to accommodate such comments if it can be helped.
It would be even more helpful if a review/markup report (maybe a temporary PDF or .yxdb) that would summarized what was summarized as "reviewed, with no comments", "reviewed, with comments', "unreviewed, with comments", "needs attention", etc.
Lastly, with regards to fallout data, I would like to tag/trace a record and, after running the workflow, have the last location of that record be circled in red (or some other visual cue) on the canvas. Currently, I just create a "Flag" column (or, if it works, track a specific RecordID in Alteryx and follow my best guess of where the data may have fallen off -- something that can be very time consuming when I'm not familiar with the workflow.
The organization I work for has experienced some of the best time savings from Alteryx and currently supplies licenses to our staff members. In particular our Audit function may need to review some client processes, which may be entirely in some part Alteryx. As our managers attain Alteryx familiarity, they may also want to review our workflows for completeness and data integrity purposes. Having these functions above would definitely be something to look into and would further drive the review function further away from other more archaic programs and increase our usage of Alteryx throughout, and I'd be happy to be part of a testing for this if possible!
To get simple information from a workflow, such as the name, run start date/time and run end date/time is far more complex than it should be. Ideally the log, in separate line items distinctly labelled, would have the workflow path & name, the start date/time, and end date/time and potentially the run time to save having to do a calculation. Also having an overall module status would be of use, i.e. if there was an Error in the run the overall status is Error, if there was a warning the overall status is Warning otherwise Success.
Parsing out the workflow name and start date/time is challenge enough, but then trying to parse out the run time, convert that to a time and add it to the start date/time to get the end date/time makes retrieving basic monitoring information far more complex than it should be.
When creating a workflow I generally open a "TEMPLATE" first and then immediately save it to the "NEW WORKFLOW NAME". My template includes all my preferences that aren't set naturally within the user settings and won't get RESET by them either. It has a comment box and containers as well as logos and copyrights. It would be nice to have ready access to this feature. Maybe others have standards that they want applied to all users and their workflows too.
When a custom (bespoke for @chrislove) macro is created, I would like the option to create an annotation that goes along with the tool. This is entirely cosmetic, but might help users to recognize the macro.
Thanks to members of this forum I have now got my head around how the Run Command tool works and find it incredibly useful. The documentation around the tool is minimal (only this community really...) plus the naming of the items isn't always obvious what values they expect to have entered.
This is one of the most powerful tools in the Alteryx toolset, with Run Command it's possible to do more or less anything you want using Alteryx, it's just unfortunate it's highly opaque how to use it with the existing documentation.
For example it's far from clear what input should come into the tool. I now know you can write a command line script in a formula tool and only bring that script into the tool, which will then create that script and save it based on the name given in the Output section. There is no way to know this using the documentation within Alteryx. Then you can run this script you have somehow created in the Command section just by entering the file path of this currently non-existent bat file.
How you're meant to know the button Input will then output the results of the script, assuming the script was written to output the results, is still a mystery.
Naming the components of the tool more appropriately would be a good start, although I admit not simple to do. Introducing a detailed help section with a few examples would be very useful and unleash far more Alteryx power to more users.
Similar to how the Tool Container Defaults can be set on the Document tab of User Settings, it would be nice to be able to set the Comment box defaults here as well. I find that I change the Colour & Size every time I add a comment, and would appreciate if this could just be set as a default.
I love that Alteryx lends itself to good workflow documentation, but I'd really like to be able to add a bit of basic formatting within my comment boxes. I tend to have one large (read: verbose) box at the top/beginning of the workflow describing the purpose of the workflow and quirks of the datasource to watch out for, and it would be easier to read these if I had some simple options like Bold, Italic, Underline, numbered list, bullet list. You know, the sorts of things you can do in basic HTML email? Those. I want them!
Comment boxes should not have to be 'configured' like other tools. After dropping a box on the canvas the user should automatically be able to begin typing to complete the box. All modifications of text should be accomplished via a selection directly from the canvas and a right click to bring up an edit box or function similar to MS solutions.
It would be useful when building apps to be able to put interface tools in containers and disable them. This would allow an app developer to show users multiple ways of having the app styled without having to have multiple app versions saved.
Have a feature in Alteryx that automatically and dynamically creates documentation or a SOP standard operating procedure. I imagine the flow and connectivity of each process would cause it to be easy enough to translate from a visual display into a written form. This would be extremely helpful to workflows that touch and handle data that has to be accounted for, whether that be through an audit or any other forms of IT controls.
There are several tools and tool categories that I have limited knowledge of. It would be a nice feature to be able to right click on a tool and in addition to "help", have an option to view a video (on-line) overview of the tool or tool category including examples of using the tool
When I currently hit F1 when function is highlighted within properties window it brings me to tool help - it would be helpful if it brought you to help on the function. Or if I hover over a key word function it brings up info on it.