PDF Packaging in Alteryx Designer

[rachelhatcherian]

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.

[BS_THE_ANALYST]

@rachelhatcherian that's amazing! Love this 😎. Every day is a school day 😁

[TheOC]

Sweet trick - in case it helps anyone, it also works for other files too - batch files, Python dependencies etc.

[abacon]

Turning that on now, will definitely be helpful down the line.

[Gaurav_Dhama_]

In addition to the above, we also package macros correctly in the same fashion. Check out below.

Add Macros as Assets

If you see only the path for the macro you have selected, you will have to open the macro and add the sub macro as asset as well.

How?

Open this macro and select the sub macro, go to assets and check the macro path. Once done come back to workflow.

Now when you select this main macro, you will see two paths.

Select all the items that you want to be part of the package.

Generally, I would skip any files and only keep macros, to avoid increasing the workflow package size.

Export Workflow

With the files attached, when you now export the workflow, both macros (Parent Macro and Sub Macro will be added in assets)