These options provide access to workflow, scheduling, and license functionality, as well as user settings.
Run Workflow: Runs the workflow. Ctrl+R will also run the workflow. The icon changes to Cancel Workflow while the workflow is running.
Schedule Workflow: Allows the user to schedule workflows to run at specific times and frequency. The Scheduler Service must be enabled as part of the Alteryx installation and the user must be licensed appropriately. The license should be installed by an Administrator to ensure all users are properly licensed and the service is properly configured.
See Schedule Workflows.
View Schedules: Allows the user to schedule workflows and applications, see the jobs in queue, and view information about completed jobs. The Scheduler Service must be enabled as part of the Alteryx installation and the user must be licensed appropriately. The license should be installed by an Administrator to ensure all users are properly licensed and the service is properly configured.
See Manage Schedules.
Run Analytic Apps: Opens the Choose Analytic App window that allows you to browse for apps and edit or run them. See Choose Analytic App
Export Workflow: Opens the Export Workflow window which allows the user to take the active workflow and zip it up with all of its dependencies into a *.yxzp file. See Workflow Management.
Manage Licenses: Allows the user to view, add, and delete their Alteryx licenses via the License Manager.
Manage Connect Credentials: Opens the Connect Sign In window that allows you to access Connect. See Use Connect Assets.
Add Promote Connection: Opens the Promote Connection window that allows you to add connections to the Promote platform. To view all connections or delete a connection, access the Deploy Tool or Score Tool.
User Settings: Offers the ability to configure a workflow's appearance and to specify system resource usage to optimize the project's performance specific to the user. See User Settings.
Edit User Settings: See User Settings.
Save Layout & Settings on Exit: Saves the GUI layout and user specified settings upon exiting the program.
Save Layout & Settings Now: Saves the GUI layout and user specified settings upon selecting this option.
Restore Defaults: Returns the GUI layout to its original orientation.
Advanced options
Manage Data Connections: Create and manage your data connections from a central location. View connections you created and connections shared with you, as well as add new connections. See Manage Data Connections Window.
Manage In-DB Connections: Create and manage your in-database connections from a central location. View existing in-database connections and add new in-database connections. See Manage In-DB Connections Window.
Workflow Dependencies: Controls the input and output paths associated with the workflow as well as specific datasets.
See Workflow Dependencies Window.
Encrypt Workflow: Saves a copy of a workflow so that it can be run, but cannot be opened and edited in Alteryx Designer.
See Workflow Encryption.
System Settings: Offers the ability to specify system resource usage to optimize the application's performance. System Settings require Administrator privileges to change. See System Settings.
Install Predictive Tools: Launches the Alteryx R installer. This will install the R program and the Predictive tools that use R.
New Workflow (Ctrl+N): Creates a new workflow (*.yxmd).
Open Workflow: Opens a previously created workflow by browsing to the file's location.
Save (Ctrl+S): Saves the active workflow.
