Alteryx Server Ideas

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Allow Folders within Collections and Workspaces for Organization

Current State:

Currently, all workflows and applications are in list-form within "My Workspace" (formerly Private Studio) and Collections.  In My Workspace, I might have workflows and applications that support a broad range of domain spaces and audiences.  As the developer (or Artisan), they're all in My Workspace, but shown as an exhaustive list with no categorization unless I name them to represent not only the function of the workflow/application but also the domain. 

 

Once those same workflows/applications are moved to collections, there can exist confusion over whether the workflow/application is intended for a schedule, manual run, or application.  Separating by naming convention gets messy and degrades clarity for non-developer roles.

 

 

Proposed Solution:

I would like to see folders, only one or two levels deep, be added to My Workspace and to Collections.  This proposed solution would not alter permissions, as those would be common for the parent collection and any assigned roles would function the same for that entire collection.  The solution is simply adding organization to enhance the user experience.

 

For example:  I might have a Collection that is intended for my Finance team....


Finance_Collection / Scheduled_ETL_Workflows / Workflows

Finance_Collection / Scheduled_Analytic_Workflows / Workflows
Finance_Collection / Applications_for_AccountingDepartment_ReceivablesTeam / Workflows
Finance_Collection / Applications_for_AccountingDepartment_PayablesTeam / Workflows
Finance_Collection / Manual_ETL_Workflows / Workflows

Finance_Collection / Manual_Analytic_Workflows / Workflows

Finance_Collection / etc...

All persons who have been assigned the role connected to the "Finance Collection" will still see everything in all of the folders but would have a better sense of what "workflows/applications" are intended for their use according to the folders the workflows/applications are organized into.

 

 

Value Added (Why This Matters):

  • Enhanced user experience (easier to find the correct workflows
  • The volume of roles and collections can be reduced, thus reducing Admin strain
  • The solution does not impact roles and permissions
  • Overall management of workflows and applications is enhanced for the Artisans

 

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I welcome input and feedback from the community and would appreciate your support if you find this suggestion useful for your Alteryx experience!

6 Comments
nickdreach
9 - Comet

I like the idea, and would also suggest that provision is made to add, edit and display a description for each collection and folder.

jrlindem
6 - Meteoroid

@nickdreach I love the suggestion and completely agree!  Thanks for contributing to this discussion and idea!

nickdreach
9 - Comet
Connomm
6 - Meteoroid

I love this idea and indeed also suggested it a few years back.

 

It would allow for better organization of my gallery collections.

spencerorlin
5 - Atom

Bumping this idea! Would be huge for me!

MJ
8 - Asteroid

Maybe the workflow Tags could also help arrange items in a Collection?

Would be great if they used for more than just assigning public workflows to Districts...