Engine Works
Under the hood of Alteryx: tips, tricks and how-tos.
Have you ever wanted to package and share a workflow with not just Excel data but PDFs as well? With just a few clicks, you can include all of the assets you need to share!
How to Package All Assets in a Shared Workflow
Navigate to Options -> User Settings -> Edit User Settings.
Under the General Settings, check the box for Display Asset Management in Properties Window.
With the new option enabled, when clicking on your inputs, you will now have the Assets configuration option. On your desired input tool, click the Assets box to begin adding your PDFs.
At the bottom of this configuration screen, click the Add File(s) button.
Once added, you will see them listed under User Added Assets.
Double check that your externals are showing as relative by navigating to Options -> Advanced Settings -> Workflow Dependencies
Finally, we can export our workflow by going to Options -> Export Workflow.
This allows us to check the boxes for the Assets we added previously and include them as part of the packaged workflow.
With all my assets neatly packaged, this enables anyone I share this packaged flow with to run the workflow with no broken links or missing files. This not only saves the time of my end users but also enhances collaboration and reusability.
This PDF packaging process is helpful for sharing training materials, client deliverables, and for compliance & audit trails.
