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Hi, I've done a bit of digging around and this is a rare case where I couldn't find my question answered in a thread already. My question lies around accessing all the workflows that have been saved up to our Gallery.
For context: Our organization uses Salesforce heavily, it's one of our major enterprise systems. We have Alteryx workflows that pull in data from Salesforce and our DBs, blend the info together, then post to Tableau or other places. Our Salesforce instance is about to go through a major overhaul and we'd like to find all workflows that refer to particular Salesforce objects and/or fields, so we can anticipate downstream impacts more systematically than just making analysts review every workflow they own.
So, I know that Alteryx workflows are built in XML and you can see that XML in Designer. You can "Open as.." a workflow as a text file and you can see it that way, too. If we were able to open all of our Gallery workflows, scan their XML through some wildcard searches, and determine which ones would be impacted and why, that would be a big win for our Salesforce team.
I have access to our server, I can sign into our box and access whatever I need on the server itself. I also have read access to the MongoDB, so I can pull data via the standard Mongo tools. I'm also a Curator in the Gallery. So, access shouldn't be an issue for me, I just don't know where the files live and how I might do this systematically.
@Matt_Curtis I would highly recommend the Alteryx Gallery Admin API for a job like this. I have a blog post about it here. Be sure to read the comments as well as the latest version of my macro is linked there. You would basically hit the /workflows endpoint to generate a list of workflows and then use all the appID's with the /package endpoint to download a yxzp of all the workflows. You would then need to unzip all of these and then you can search through the xml to your heart's content. I have a workflow around here somewhere where I've basically done this exact exercise. I would just need to clean it up and delete my keys.
The hardest part of the API is the authorization, and hopefully my macro makes that part easier.
Really nice blog post, thanks for providing these resources. I have to read through it all and see if I can get myself set up, but this looks to be just what I need! If you feel comfortable / if it's not too much trouble, it'd be great to see your examples. Thanks!