Create Assets

Version:
2019.3
Last modified: May 27, 2020

Create an Asset

Assets can be created from any asset catalog on the Connect home page, including Workflows, Reports, Data Sources, Glossary, or People.

To create a new asset:

  1. Select the folder where you want to add the asset.
  2. Click the blue plus icon. Create Entry window pops up.
  3. Choose the entry type you want to create.
  4. Enter a Name.
  5. To manually specify the Entry type and Location, click the Advanced drop-down. You can only select one item for each of these fields.
  6. Click Create.
    Please note that the details to be specified depend on the asset type you selected:
    1. Optionally enter Alternate names and a Description.
    2. Optionally add Details like Preview, URL links, Report frequency, etc.
    3. Optionally update Relationships.
    4. Optionally select a value for Related Terms.
    5. Optionally select a value for Data Sources.
    6. Optionally define Data Connections by clicking the plus icon.
    7. Optionally select a value for User Defined References.
    8. Optionally enter Embed Content.
    9. Optionally update Asset Details by selecting a value for Owner and Tags.
  7. Click Save.

Create a Folder

To create a folder for assets:

  1. Click the blue plus icon.
  2. Enter a Name.
  3. To manually specify the Entry type and Location, click the Advanced drop-down. You can only select one item for each of these fields.
  4. Click Create.
  5. A page where you can add more details about the folder appears.      
    1. Optionally enter a Description.
    2. Specify a Folder entry type. It must be specified, otherwise, nothing can be put into the folder. If you want a folder with subfolders only, use folder type NONE.
    3. Optionally specify Sub-folder display type. The standard value is set to Table.
    4. Optionally specify Entry display type. The standard value is set to Table.
    5. Optionally define the query in All entries to see the full list of entries to show through all sub-folders. Example: the query type:report OR type:reportsheet enables you to see all entries defined as reports and reportsheets.  
      Note: If you do not specify the query, nothing will be shown in the folder.
    6. In the Advanced options section update Change Image, Icon, Light Icon, Dark Icon, Order by, Integration Code, Custom Name of  Entries group, Custom name of All Entries group, and Custom name of Sub-folders group.
    7. Optionally specify Asset Details like Owner and Tags.
  6. Click Save.

Creating a glossary for terms requires some additional steps to ensure all sub-folders display in the main folder.

To create a sub-folder in the Glossary for terms:

  1. On the Connect Glossary page, click the blue plus icon.
  2. Select Term in this folder.
  3. Enter a Title for the folder and click Create.
  4. Create new entries in the folder.
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