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Some Salesforce users do not use Salesforce Security Tokens. An accepted IP range can be set up instead in Salesforce Admin. This article will walk you through the steps to modify the Salesforce Output tool to be able to be used without a Salesforce Security Token.
If you are installing two different versions of Alteryx Designer and their respective predictive tools- there is an order of operation.
1. Install the Administrative Version of Alteryx Designer.
2. Install the Administrative Version of Alteryx R/Predictive tools.
3. Install the Non-Administrative Version of Alteryx Designer.
4. Install the Non-Administrative Version of Alteryx R/Predictive tools.
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.
Note: This article is out of date. CLICK HERE for up-to-date, single source help on magnification, mouse keys, mouse, and keyboard shortcuts in the Alteryx Designer product.
There are many different keyboard shortcuts to help you in your task of building modules in Alteryx. As in most software packages, the standard set of keyboard functions native to the Windows operating system also apply to Alteryx.
Handy shortcuts specific to Alteryx: Ctrl + Alt + B : Show/Hide Toolbar Ctrl + Alt + T : Show/Hide Toolbox Ctrl + Alt + V : Show/Hide Overview Ctrl + Alt + R : Show/Hide Results Window Ctrl + Alt + C : Show/Hide Configuration Window
Ctrl + Alt + D : Show/Hide Interface Designer Ctrl + Shift + B : Add all Browses after selected tools Ctrl + R : Run Workflow F5 : Refresh Configuration Ctrl + Shift + - : Align selected tools horizontally Ctrl + Shift + + : Align selected tools vertically Ctrl + Arrow Key : Nudge tool by one pixel
The full list of keyboard shortcuts can be found here.
Canvas Navigation was updated in Alteryx Version 10.1. Check out the blog posted here.
Standard Shortcuts Ctrl + N : Open a new workflow Ctrl + O : Open an existing workflow Ctrl + Z : Undo Ctrl + Y : Redo Ctrl + F : Find Tool (this allows you to find tools in your workflow by name or number) Ctrl + X : Cut selected (in the canvas this will cut the selected tools, text will be cut if the text is selected inside the tool's configuration window) Ctrl + C : Copy selected tools (in the canvas this will copy the selected tools, text will be copied if the text is selected inside the tool's configuration window. Also, you can select specific rows from a browse tool and copy those rows using this command) Ctrl + V : Paste tools (if rows have been copied from a Browse tool this command will create a Text Input on the canvas of copied rows from the clipboard) Ctrl + A : Selects all tools in the workflow Ctrl + S : Save your module (SaveAs if this is the first time the module is being saved) F1 :This single button will bring up the help file specific to the tool you have selected on the canvas, otherwise it pulls up the generic help window. Ctrl + Tab : Switch between open workflows (if you have more than one workflow open in a single session of Alteryx)
Other commands and Handy Shortcuts: Right Click and Drag : Inside a select tool, or any tool with "Select" functionality, you can select a field, or group of fields, and right click and drag those fields to a new destination in the field structure. This eliminates needing to click the Up/Down arrows to reorder fields. Hold down the mouse wheel : Pan the canvas Space Bar + Left mouse click : Pan the canvas Shift + mouse wheel : Scroll canvas horizontally Ctrl + roll mouse wheel : Zoom the Canvas Ctrl + Arrow Key : Nudge tool by one pixel Splash Screen : To remove the splash screen while the program loads simply click on the image Open one or more files : Drag files from Windows Explorer directly to the canvas. Workflow files (*.yxmd, *.yxwz, *.yxmc) will open directly in a new tab on the module canvas. Data files will be represented by a configured Input Tool for each data file on the active workflow.