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How can I share my workflows if my recipients don’t have the same files they reference? Sending them all over separately and reconfiguring inputs separately seems like a lot of work. Halp!
You’re right, that does sound like a lot of work. Luckily, we have an export feature to help with this exact scenario:
Navigating in your Designer to Options >> Export Workflow will open a menu where you can include assets that are referenced in your workflow and export them into a single .yxzp file to be shared. Feel free to select whichever files you’d like to include – if a file is missing, try attaching an additional asset/file to the tool it’s associated with. At that point it should appear in your export options:
Note: If your workflow uses a database connection, your recipient will need to either 1) have a DSN set up (system preferred) for the connection string used or 2) use the same alias to establish a connection in their environment.
After you select the files to be included, select “Browse” to specify the location and name of the export:
You should be all set! Share this export with your files included.
To open an exported workflow, simply File >> Open Workflow >> Browse in Alteryx or double click the green .yxzp file like any other Alteryx file type:
You should then see a prompt stating that the file is an Alteryx Package; just hit “Yes” to begin the import:
You’ll then be given the option to change the directory that the export is extracted to; below that option you will see the exported files listed with their locations relative to the destination directory:
Select “Import” to proceed:
Once the export has successfully extracted, you will be given a notification that the import process has completed. Select “Yes” and your exported workflow should already be loaded and ready to run!