Alteryx Designer

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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

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

handles are tiny and hard to grab.jpg

 

*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

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

Often times when I'm building a workflow I categorize and bucket my tools into different containers.

It would be awesome if I could copy and paste the format of one container tool to another - that is the color, the size (e.g. none, small, large, etc.). I don't think the title needs to be copied, but if that was included in the feature, well that would be great!

 

Thanks for the awesomeness you provide!

 

J

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.

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

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

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

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

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

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

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.

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.

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.

 

Open source tool used in demo: bpmnJs

 

 

giphy.gif

 

 

 

 

 

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

 

Support for Markdown in Comment Tool

 

Allows for better formatting of comment and possibly include images and hyperlinks.

 

This will be great for workflow documentation.

 

Currently, the comment box can only be formatted as a whole and not on individual text.

  • Category Documentation

This should be a simple addition:

 

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. 

 

Thanks!

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:

 

https://vimeo.com/214995668

 

The COMMENT tool has a number of default settings.  It would save me a lot of time if the Designer could remember the last settings used.  

 

This is the panel I am referring to:

 

CommentDefaults.png

 

 

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