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Alteryx Server Ideas

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Allow Transfer of Owner from one Workflow to Another by an Admin

I am noticing what I think it's a big gap in terms of turnover and job changes.  Even though you can add workflows to a Collection for development and update purposes. Only the original owner/publisher can see the version history for a workflow. At least that appears to be the case in 2020.1

 

Is there any discussion for the road map to include a way to transfer the ownership of a workflow from one user to another? this would alleviate the need to publish a brand new version and then reset all the scheduling. 

53 Comments
TheCoffeeDude
11 - Bolide

Starting in 2022.1, you could change owner of a workflow but it wouldn't update the studio where the workflow resides. You have to go into the database and update the studio. I hear that in Alteryx Server 2024+, full transfer functionality has been added.

mbaerend
Alteryx Alumni (Retired)
Status changed to: Implemented

I'm happy to announce that as of Alteryx Server 2024.1, curators can now transfer ownership of workflows and schedules individually and in bulk via the Server UI and APIs! Curators can transfer workflows between users even if the users are in different studios, and when a workflow is transferred, it will move to the new owner's studio. When workflows are transferred between users, the version history will be retained as well.

 

We also added two new APIs for curators to transfer asset ownership.

  • PUT /v3/users/{userId}/assetTransfer - Transfer ownership of all workflows, schedules, and collections from one user to another in a single API call.
  • PUT /v3/workflows/{workflowId}/transfer - Transfer workflow ownership from one user to another with the option to transfer the workflow owner's schedules as well.

These are our first steps at improving our transfer options and we will continue to improve them in the future. For more information, please check out the links below, and if you would like to suggest more transfer features, please submit a new idea and we will check it out!

 

Released in 2024.1 thus can be closed.