Alteryx Designer

Definitive answers from Designer experts.
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All the In-DB connections in Alteryx Designer are lost. Where are these settings stored?
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The new authentication and encryption settings allow IT departments to have much greater control over the email tool. The settings in themselves are a big step towards preventing spoofing, but there is one step that must still be done on the SMTP server itself.
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Adobe Analytics Connector - Error: Adobe Analytics (2): Tool #43: Cannot find macro    Issue: The user can experience the following error message when using the Adobe Analytics connector tool.    Error: Adobe Analytics (2): Tool #43: Cannot find macro "AdobeAnalytics\Supporting_Macros\adobe-analytics-report.get.yxmc"   Environment   Product - Alteryx Designer (Admin and Non-Admin) Server   Cause   The is a known defect where the Adobe Analytics tool is not referencing the parent directory where the macro is stored. The following is an example of the changes    <EngineSettings Macro="..\Supporting_Macros\adobe-analytics-offline-authentication.yxmc" />     Solution   To resolve this Download the modified macros attached to this articles Unzip the folder  Navigate C:\users\<your username>\AppData\Roaming\Alteryx\Tools\AdobeAnalytics_v2.0.1\Supporting_Macros This folder contains four .yxmc files. Delete this files and replace them with unzipped fours downloaded macro Note: Do not just paste the into the existing folder without first deleting the contents as this will create 2 sets of macro rather them replace them.   Additional Resources   The 'How to Guide' to Adobe Analytics https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/The-How-to-Guide-to-Adobe-Analytics/ta-p/21304
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How to register and create Dynamics CRM Application on Azure
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Issue   When using the Salesforce Input tool, the following error is seen at run-time:   400: Bad Request     This may only occur on some tables It fails almost immediately after the workflow starts running. It may also been seen on the Salesforce Credentials screen along with the error: invalid_grant: authentication failure     Environment   Alteryx Designer Version 2018.3+ Salesforce Input tool Version 4.0 or 4.1   Diagnosis   Confirm where you are seeing the error. If it is on the Salesforce Credentials configuration page when you click Connect, and you see "invalid_grant", please see Solution B.   Otherwise, validate the query to get a more verbose error log.   1. Use the Query Builder option (this is the default option) and select the Table and Output Fields you want to read in. 2. Change to the Custom Query option and click the Validate button:   3. If you receive the error: "OPERATION_TOO_LARGE: exceeded 100000 distinct ids", see Solution A.     Solution A   The data you are attempting to pull is too large to be returned in one call based on the Salesforce API limits used by the Salesforce Input Tool. Limit the number of results returned by modifying the WHERE Clause (SOQL) in the tool's configuration:     Please see the Additional Resources section below for a guide on SOQL (Salesforce Object Query Language). Here are some suggestions:   Try limiting date fields by relative dates : CreatedDate = THIS_YEAR Try limiting a string field to a certain value: Name='SFDC Computing' You can also combine conditions with logical operators like AND & OR: Name='SFDC Computing' AND NumberOfEmployees>25 For more advanced comparisons, you can perform fuzzy matches by using the LIKE operator.  For example, you can retrieve all accounts whose names start with SFDC by using this condition:  WHERE Name LIKE 'SFDC%' - The % wildcard character matches any or no character. The _ character in contrast can be used to match just one character.     Solution B   The credentials are incorrect. Please confirm your Username, Password, and Token are correct.     Additional Resources   Salesforce Knowledge Base - Write SOQL Queries Salesforce Knowledge Base - Reset Your Security Token
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How To: Install two versions of Designer on the same machine   It is possible to have two installations of Designer installed on the same machine concurrently. This can be useful if you need to build workflows on multiple versions (for example, if your co-workers are on a previous version), to test out new features in more recent versions, or for troubleshooting purposes.     Prerequisites   Alteryx Designer Windows Operating System   Procedure   You can have one Admin version and one Non-Admin version of Designer installed on the same machine simultaneously. To install another version of Designer, follow these steps.   Check if you are running the Admin or Non-Admin version of Designer by going to Help > About Admin Non-Admin        2. Proceed with the installation of the other option by downloading either Admin or Non-Admin Designer from the Alteryx License Portal   Common Issues   I installed a Non-Admin version and have lost the ability to schedule a workflow, or see my scheduled jobs You must have the Admin version of Alteryx installed to use the Scheduler with Desktop + Scheduler.    Additional Resources   Install (or Upgrade) Designer + Scheduler
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Now everyone loves to talk about their workflow masterpieces, however the notion of documenting them doesn't always hold the same appeal. The  Comment Tool  would be happy to help and can make documenting and structuring your workflow easy and straight forward.  Whether you want to include images, text descriptions or categorize parts of your workflow, the Comment Tool can act as a great refresher when revisiting workflows and make it far more intuitive for work colleagues to follow along. This article provides a few examples on how.
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One of the most underrated tool groups, the Documentation Category is full of gems that can help you improve the aesthetic, organization, and shareability of your workflows. Chief among them is the Tool Container Tool – in addition to better aesthetic this tool has the ability to disable all the tools within it, lending itself to a handful of functional applications as well:
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How To: Embed an Internet Window in an Explorer Box You can house an internet window or file location within your workflow - additional files, embedded help videos, etc.   Procedure With the Explorer Box you can open a webpage or a specific file location from within your workflow! This would be handy for having a community article open in your workflow for reference; or even a training video (yes! youtube does play in this window!). Or you could have the location of your commonly used input file for easy drag and drop into your workflow!   As you can see in the screenshot below, I have both the Alteryx homepage open and the default save location of the sample data that is installed with the Designer. Right clicking in the file browse window gives the same familar options you would get if you were to right click in a normal windows file browser:     Attached is the same workflow from the screenshot above - please note that the file location portion of this example may not work if your sample data is installed in a location other than the default location of C:/Program Files/Alteryx/Samples/SampleData. To correct this or just view the the explorer box working properly you can paste any path on your machine in the explorer boxes configuration window:  
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The Tool Container is a tool that allows you to organize your module by placing tools inside of the Tool Container.  Because the Tool Container can be opened and closed without impacting the behavior of the tools they contain, you can effectively minimize sections of your module so as to bring greater clarity to the overall picture.  From a visual perspective, the Tool Container encourages object-oriented design! Another feature of the Tool Container is the ability to disable/enable an individual Container.  An example application for this is a module where you need to do some design/testing, but you do not want to write the Output file until everything is working properly.  By placing your Output tools inside of a Tool Container, and then disabling the container, you will be assured that no files will be generated.  Re-enabling the Output tools is a piece of cake; just uncheck the “Disabled” checkbox. This feature allows you to easily control the generation of Output files or the processing of portions of your module.  For users developing complex modules, the Tool Container delivers a powerful time-saving tool for the module design process.  
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