Alteryx Server Ideas

As we have more and more users onboarded to the Server, and many users share similar names, it is getting more and more complicated to manage. 

It will be great if we have a management console that allows us to create User Groups, Tags, set User Departments, and more controls alongside their curator, designer, etc status on Server.

Groups like User Groups gives a group of people access into certain workflows, districts, collections, etc. It will also be helpful as it can also be an audit trail of who ran what - with a feature that allows users or groups of users to run certain tasks or schedules. 

Upon utilizing the Alteryx gallery to create and test an automation app in cooperation with other business areas, we found that the list of "recent modified files" that appears when selecting a file browse query has several issues, or areas in desperate need of improvement:

Not only does this list append new files to the bottom, resulting in a less than desirable experience when selecting files from this list across multiple occasions when testing, but the list eventually reaches a capacity where no new files can be shown. Furthermore, for processes that involve small modifications being made to a file or group of files that is fairly consistent in naming, a list of ambiguously named files will quickly cause confusion. If this type of small improvement is possible, please reach out to me about any avenues towards achieving it, or if there is a person or department to appropriately contact.

-John

A maintenance mode would not be luxury, so that the worker does not take any more new job and finishes those which it has in progress. to be able to stop this one more easily.

I have a lot of workflows that depend on each other. Currently there's LOTS of hassle to effectively schedule a set of workflows to run subsequent.

Typically we run workflows (eg. product hierarchies) that would need to be completed before the next workflow should start (eg. sales data). We currently have some wonky workarounds that are high maintenance, but I would love to see this as a feature in the Gallery.

We have groups asking within our organization for ways to check the status of a running workflow in Gallery. They are wanting to understand which step in the process the workflow has completed for longer-running workflows.

They are looking for an experience similar to when running in Designer where they can see which tools have been completed. At the very least, they would like the log to be reported live and not shown at the end of the run.

Currently, the run feels like a black box where they do not know how close it is to completion or which steps it has made it through.

We have tried to build workarounds like the Email tool, but have been unsuccessful. For example, the Email tool does not send an Email until the workflow completes which defeats the purpose. The closest workaround is writing our own log along the way that can be reported on which is not a clean solution. 

HI All, 

In the Gallery Page under My Workspace-->Share With Me we could see the fields like Name, Type, Owner, Shared Source, Uploaded, Manual Runs. Among these we are not able to sort the fields "Type" and "Owner" alphabetically, whereas we are able to sort the other fields Name, Shared Source, Uploaded, Manual Runs accordingly. Kindly refer the attached snapshot. 

Regards, 

Ariharan R

On far too many occasions I have been working on a workflow in designer with either the outputs disabled via the configuration or using containers (preventing file creation/updating during testing) and I would save them back up to server without remembering to re-enable these outputs, which causes lots of issues down the line when users are trying to access these processes.

A simple warning on loading to the gallery that there are disabled tools and what tool id they are would mitigate this issue.

Sometimes a schedule is enabled that we want to disable. We edit the schedule, click the button to disable the schedule, click "Save". Then refresh the page and it's enabled still. The schedule will not disable in some cases. In the cases where it does get disabled, clicking the "Save" button appears to have no action. There's no confirmation and the screen stays static. Two suggestions:

• Have some UI response confirming that the changes have been saved.
• Provide an error message with explanation when the changes can't be saved (or just fix the bug)

Hello Community!

I really enjoy the concept of the Data Connection Manager, but we have controls in place that don't allow our users to share database connections with each other - the official data source owner needs to approve. We have been able to do this with the typical Data Connections through Active Directory groups that we load into Gallery custom groups. 

It would be nice to be able to allow users to create their own data connections to be shared but we would like to add a couple of governance features:

• When an Artisan wants to publish a data connection to Gallery, they publish it to a shared space (could be within collections). For example, they could share to the HR Data Connection space. 
• That shared space is governed by custom groups in Gallery, similar to assets in a collection for workflows (who can access, who can add, who can modify, who can remove, who is the owner)
• Ideally, we would also like to have more of a submission process - someone can submit a data connection, and then a data owner can "accept" the data connection. The data owner would then check to see if they are connecting properly before it is added to the shared space. 

Perhaps a change in Designer too, but I want the output on the server and for workflows stored on the server.

There is an existing "tool" Auto Documentation to load a locally stored Alteryx flow and to provide a pdf file with an overview of the workflow, the used tools and their configuration.  Example: input file is sales.xlsx, filter on month: January, sum of sales amount.

I would love a functionality that would output this together with the other output on the server for the flow that ran.  This can then be used as a sort of proof in case of an audit on how we got to the numbers of the output.

We are getting an error saving flow to our private gallery with US Geocoder tool.

The error speak to "public" and not "private" gallery and we get the reasoning except that we should be able to save to our private gallery and deploys solutions internally that we built using these tools and data.

We are on 2020.4.6 on both the gallery and laptop.

Laptop is in Business Insights trial.

Servers all have Insights add-on

I found in the community a post where you can manually update the flow run settings but the user mistook that the flow did save even with error.

This allows the job to work but it is annoying that

• Each flow they build they would have to accept that it is ok on saving with error
• I am concerned they may miss a real error buried in the messaging
• Please change the font color and message to a “Warning” in gold font like the “Results View” vs an “Error” in red font because it is not really an error and any real errors would then stand out
• Then they have to take extra step in the Gallery to enable the flow to work…

I recommend modifying the User “Actions” options to include an “Allow Insights” option.

This can then be used in

1. determining if to even generate messaging on these jobs at save time.
   1. user has authorization and this is to private gallery and not public gallery
2. avoids having to make someone made a curator when they SHOULD NOT have curator/server wide powers.
3. Preset the workflow setting based on the saving developers user setting thus eliminating the extra step of setting the workflow setting in the Gallery post save.

Doing this simplifies and automates the process and significantly improves user experience when developing insights flows for use in the gallery.

A user/curator/artisan can schedule a workflow to run even if they do NOT have access to 1 of the database connections within the workflow.  The Alteryx Gallery still allows the user to schedule it to run.However, the workflow will never run because the user does not have access to 1 of the database connections within the workflow. Ideally, the scheduler should validate that the user has access to all 

needed connections within the scheduled workflow.

sometime the schedule workflow is too heavy and take few hours.

it impact the normal workflow run. as it take all workflow slot.

so my idea is to limit the schedule workflow and always leave space for manual workflow. 

to avoid delay of both work.

I have inherited admin duties, and have been running to many problems. Some of which will escalate when the subscriptions go away. 

The pages desperately need to be updated for a more streamlined admin experience.

Couple examples I came up with below. 

Naming Convention

• Allow workflow renaming without the replace function.
• Force a unique plan name across all private studios. instead of being unique on just ID.

API Access

• Allow any user who can access the module from Collections to be able to trigger it from the API using their own API key.
• Store results of "API" triggered workflows on the page.
• Groups:

• Identify Users without a group
• Identify users in more than one group
• Add multiple users at one time (Muticheck box) with filters.

User Page

• Add/remove Users to Groups
• View, add, and remove Collections from Their User Page

Collection Page

• Add Collection from the Admin collection Page

Designer "save" window.

• Give the ability on Save As & Save for the user to automatically share the plan with their collection(s).
• Default all "Workflow" assets to be unchecked by default, rather than relying on users to click "workflow options"," manage workflow assets", and then uncheck everything.

Workflow Page

• Change Owner (Can be limited to admin only)
• Add directly to collection from this page.
• Do not reset the "private data exemption" to default every time an updated version is updated.
• Allow admin users to see logs of all users who run the plan (Also add this to the admin page while you are at it)

Hello,

In our environment, we decided to do not use the Data Connexion from the Gallery for internal security reason.

Then we use the internal Designer in the Server to create (IT Teams) all the BDD Connexions for our workflows (In Memory and In DB).

Our Curators (not in IT Teams) has only access to the Gallery and not directly to a Server but it's responsible of these conenxions.

I checked all the API and we cannot retrieve the list of our "In DB" Connexions.

Is possible to have a new API to list all these connexions or to have an update of the existing API /admin/v1/systemdataconnections ?

Thanks !

When it comes to cancelling a running/queued job though the Gallery admin portal it never fails to add some new jobs to the list right as I am about to click to cancel a job,

thus instead of removing the unnecessary queued job I actually cancel the job that has been running for the past hour creating the report I need for the meeting in 30 minutes 

I think that adding check boxes (similar to the "Users" page) would be a nice UI enhancement to this page  

Would like to see more flexible options for workflow run-as credential settings, both for when publishing the workflow and kicking off the job. 

Here is a thread where we discuss the limitations we are seeing when trying to publish the workflow to Gallery via an API. We would also like to see more flexibility when our users want to kick off their workflows via an API where they could pass in different run-as credentials they would like the job to run as.

Hello,

My customer want to set a certification process for the workflow or application published on gallery, on the same model than Tableau has for datasource :
https://help.tableau.com/current/online/en-us/datasource_certified.htm

Best regards,

Simon

In the User record you can get the subscription ID, but it doesn't show the Subscription Name and doesn't provide a link to the subscription which would be helpful (and seems pretty simple to implement).

I know subscriptions are going away, but until they do please make working with what we have easier.    Thanks!