Alteryx Designer Ideas

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Featured Ideas

Need a way to highlight lines whether that means right-clicking and selecting a color or what-not, but just having the lines become black & BOLD doesn't cut it. It's not easy on the eyes. If I could click this line/connector and make it bright green that would be ideal and then I can see where it connects better when zooming out.



I would like to propose a more interactive results window.  The reason is that if you click on any of the tool hyperlinks next to the messages while the output is compiling, you get trapped inside that tool's output for the entire time that the workflow runs.  You do not get to see any additional workflow result/detail as it compiles until after the entire workflow is run. It would be great if a user could escape back to the main workflow's results.


For instance if I am running a fairly long or complex workflow that does not all fit on one screen...I may want to zoom in on a tool if it has a warning or error before the workflow finishes.  By clicking on the hyperlink "Union(5)" the palette will zoom to Union (5) so I can see which tool is a problem.




I can see any messages attached to Union(5), however I am stuck with this view the rest of the time the workflow runs.  Clicking on the canvas (or really any other action I try to take) does not take me back to the overall workflow result window.




Granted if I have an error I may want to stop the workflow altogether, but sometimes warnings may prompt further investigation once the workflow is run and I may want to get an immediate read on where in the workflow the problem is while it is still running...which inputs might I have to check etc.






We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.


The basic concept behind this idea is to allow us (users) to have:

  • Design Patterns
    • Repetitive patterns to be reusable.
    • Select after and Input tool
    • Drop Nulls
    • Get not matching records from join
  • Conditional execution
    • Tell Alteryx to execute some logic if something happens.
    • Record count
    • Errors
    • Any other condition
  • Order of execution
    • Need to tell Alteryx what to run first, what to run next, and so on…
    • Run this first
    • Execute this portion after previous finished
    • Wait until “X” finishes to execute “Y”
  • Orchestration
    • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:




The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:




  1. Refers to the actual interface of the Tool Container.
  2. Provides the ability to disable a Container (and all tools within) once it runs.
    • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
  3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
    • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
  4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
    • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
  5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
    • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
  6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.


This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

Alteryx Choreographer.png


I'm looking forward to hear what you think.


The data view of any anchor is searchable. I want to search the metadata view please.

So many times, a given source field name could change. If you have a complex workflow it can be time consuming to update various join, select and other tools to replace the old field name with the new field name. For example in sales you may have fields that include the year  "Sales_2020".


It would be nice to "mimic" the functionality that Tableau provides where you can somehow click/select a field (e.g. Sales_2020) and then select "Replace Reference" and select the new field you want to use instead (e.g Sales_2021). This functionality would then automatically carry through the entire workflow and wherever you used Sales_2020 you will now automatically use Sales_2021.


Thoughts on this?

When configuring a FILTER tool, the results of your formula are uncertain until you RUN/PLAY the workflow.  Compare that experience with the configuration of a FORMULA tool where you see a "Data Preview" of the first record results.




TRUE or FALSE could readily be added to the Filter Tool and save the execution time for the workflow.  


When you get to HTML tool versions, you could check many rows of data and potentially give back counts of TRUE and FALSE results as well.


I'll put this on my x-mas list and see if Santa has me on the naughty or nice list.





Most of the time I use containers to help structure and layout my workflow, as well as then enabling or disabling different parts of it. It would be nice however to still see the tools within a disabled container but have the container greyed out or hashed out?


Enabled Tool Container

Screenshot 2020-11-19 184832.png


Disabled Tool Container

Screenshot 2020-11-19 184832EDIT.png




Sam 🙂

When I select multiple containers using control. I can see the configuration pane still on the left. If I adjust anything there it will only adjust the last selected container. I would like it to adjust all selected containers.

The option to "Disable all Tools that Write Output" doesn't currently affect the Publish to Tableau Server output tool.

When using the text mining tools, I have found that the behaviour of using a template only applies to documents with the same page number.


So in my use case I've got a PDF file with 100+ claim statements which are all laid out the same (one page per statement). When setting up the template I used one page to set the annotations, and then input this into the T anchor of the Image to Text tool. Into the D anchor of this tool is my PDF document with 100+ pages. However when examining the output I only get results for page 1.


On examining the JSON for the template I can see that there is reference to the template page number:



And playing around with a generate rows tool and formula to replace the page number with pages 1 - 100 in the JSON doesn't work. I then discovered that if I change the page number on the image input side then I get the desired results. 



However an improvement to the tool, as I suspect this is a common use case for the image to text tool, is to add an option in the configuration of the image to text tool to apply the same template to all pages.








When viewing results of a workflow that has Errors, could we add External error resolution data if the user clicks on the error message?  Like browse everywhere it could lookup the error in help and in community posts.  




Currently the Find Window is the only one not located in the View menu. It would be great to have it located either just under view or under both Edit and View. Most users are aware of the other windows once they discover the View menu, however I feel they are missing a lot of the new features with the new Find Replace functionality available in the Find Window. One looking at it under the Edit window it just looks like a simple Find, not like a whole new window that can be used as part of your Designer experience.


All other window options are located here.All other window options are located here.


Current Position for FindCurrent Position for Find

Currently, if you download and Alteryx package from an alternative version it doesn't allow import into a newer version.



Workflows allow this with a warning it would be good to allow it on packages too. 

In the new Intelligence Suite tools the PDF Image Template tool allows a user to select portions of the document to be OCRed downstream by the Image to Text tool, however there is no way to currently zoom in and out of the document to draw the annotations, the only way I have found is to stretch the configuration window and the PDF width will autoscale, but doing so will lose the annotations.


PDF improvements1.gif


So the request is to have zoom in/out and pan options within the configuration pane to improve the UX.



When creating annotations in the new image template tool as part of intelligence suite, a feature improvement would be the ability to modify the annotation, to change the dimensions of it.


Currently the only option is to cancel and redraw but being able to edit and drag the existing annotation would be a great addition. This is because the sizing and position of the annotation is important in the OCR process, and when there are many annotations on a page a user is likely to only need to make minor adjustments instead of deleting and redrawing. A mock up is below.


Untitled drawing (12).png

Dear Users, Fans, Compatriots, and Fellow Alteryx Nerds:

One of my favourite parts of using Alteryx is that in all the in-memory tools, there is a quick-and-dirty count in each of your tools' output nodes. You know, you use these all the time and when you switch back into SQL, you get frustrated with having to run the query two or three times just to see the count in each of your join outputs. 

One thing I'm missing as an INDB user is that I have to employ a manual workaround to see what is happening. INDB tools are a bit black-box in that we don't see the counts.

All I want...All I want...



I've been using this workaround for a little over a year now and I haven't found it to be incredibly taxing on my resources, so I'm wondering if Alteryx may be able to look into doing this on the back end to make the INDB experience that much closer to the in-memory experience. I just want those numbers above; I don't need to know the byte count, just the record count.

What I need to do to get itWhat I need to do to get it


Now, I imagine this is not implemented already for a Very Good Reason. But, enough is enough! Let's shoot for the moon and make this tool all that much better!! Anyone with me?


-Cedric Justice

Cambia Healthcare


Currently in 2020.2 (but I assume all versions), when you have a workflow running and click on the Tool Name/ID (1 - in the picture below) in the results window it is then not possible to click on the canvas OR get back to the messages for the full workflow as it is then locked to that tool.


The idea is that it should be possible to get back to all of the workflow messages if you click on a tool name in the results window whilst the workflow is running.


However, a neat little tip that I found is if you click on the input, output or browse hyperlink (2 in the picture below), it will open a pop-out browse rather than show the data in the results window, meaning you can still see all of the messages)




This leads me to think that it could and should be possible to see browse anywhere data whilst the workflow is running if this is fixed. Here's a separate idea for that. 




I didn't find this mentioned before, but apologies if it has. I and a few clients have found that the Download tool 'Query String/Body' is quite difficult to use from a UX perspective. If you have a long query (or anything over 3 short rows in fact), it's almost impossible to navigate to the part you want with ease, as you're required to highlight and move the cursor manually or use up and down arrows, still only ever seeing a few lines of the query. 


My suggestion(s) would be to:

1: include a scroll bar as a minimum

and ideally in addition, either:

2a: give the box itself more real estate (fixed) in the Payload tab, or

2b: allow the user to resize this box in the tool config (probably more complicated?) 


Specific problem below, including my (terrible!) drawings on it:





I appreciate there are other methods, including taking the query from a field etc., but for many users - particularly newer ones - it's preferred to copy a query into this String/Body and edit as needed, but right now this is an almost unmanageable approach.





I've recently been playing with the 'Encrypt Workflow' capability within the platform, and it's great, apart from the fact that it is not possible to edit an encrypted asset, meaning users will have to store an unecrypted version of the file.


It would be great if the 'Serial Numbers' could be extended to allow certain users to be able to not only run the workflow but also edit the workflow. 


Pretty simple one, but one that would be hugely valuable, preventing the need to maintain an unecrypted version of the workflow on your machine.



As @Jonathan-Sherman pointed out in his blog post we love that the toolbar is back in version 2020.2!


One way that this toolbar could be enhanced, however, is to allow the use of the save button while a workflow is running. The user can still click File->Save while the workflow is running, but it would be quicker to be able to use the button on the toolbar.




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