Workflow Management

Version:
2019.3
Last modified: October 17, 2019

As part of workflow management, you can save the workflows you build in Designer for reuse or for sharing with other users in the Alteryx Gallery or your company's private Gallery (available to Alteryx Server users).

You can also manage existing workflows in the Gallery by opening them in Designer. From Designer, you can edit, save, and share these workflows back to the Gallery. The Gallery maintains previous versions of a workflow, so saving the revised workflow to the Gallery does not replace the previous version.

If you want to save and share a workflow along with its dependencies, such as files and connections, you can export them together as a .yxzp file. Like single file workflows, you can share exported workflows with others in the Gallery, and open them in Designer.

In addition to saving single workflows, you can save multiple workflows as a workflow group, which can then be opened as one workflow group file (.yxwg). You can only create workflow groups of existing, locally saved workflows.

Save individual workflows

With the workflow open, click File Save As, then select the location where you want to save the workflow:

File directory

  1. Click Browse.
  2. In File Explorer, go to the location where you want to save the workflow.
  3. In File Name, enter a name for the workflow.
  4. Click Save.

Alteryx Gallery or a private Gallery

Additional considerations

To save a workflow to the Alteryx Public Gallery or to your company's private Gallery, you must have a user account. Sign up for an Alteryx Public Gallery account at gallery.alteryx.com.

By default, workflows you own save to your private studio. Workflows shared with you in a collection save to the collection.

  1. Click Alteryx Gallery or private Gallery.
  2. Log in with your user name and password. Select Keep me logged in to keep your session active, as desired.
  3. In the Save Workflow window, enter a Workflow Name. By default, Location displays the Gallery studio where the workflow will be saved. If the workflow has been shared with you in a collection, Location displays the Gallery collection.
  4. In Worker Tag, select an option to assign a specific worker to run the workflow.
  5. (Optional) In Details, enter any helpful comments.
  6. (Optional) Click Workflow Options to select one of the following:

    Workflow Option

    Description

    Publish this version of the workflow

    Publishes this version of the workflow as the available version in the Gallery.

    This option is only available if the workflow has been to the Gallery before. Do not select this option if you do not want other users to use this version of the workflow.

    To update the workflow version in the Gallery:

    1. View app details and click Version # to view available versions.
    2. Select a version and click Make Published Version.

    Validate workflow then save

    (Default option) Validates that there are not any Alteryx Public Gallery (gallery.alteryx.com)-prohibited tools or commands in the workflow. If validation fails, the workflow requires an exemption to run in the Alteryx Public Gallery (gallery.alteryx.com).

    The following require exemptions to be run in the Alteryx public gallery: R toolRun Command toolPython toolEmail Tool, and Download tool.

    A Gallery does not allow event or chained app execution. See Workflow configuration and Interface Designer window.

    See Save to Gallery messages for additional information about applying for an exemption.

    Manage workflow assets

    View and manage the assets associated with the workflow.

    • Select the Group assets by tool to display all of the workflow's assets or file dependencies.
    • You can also select the option to display all of the assets that are grouped together with the tool they are connected to.
    • Deselect an asset to omit it from the workflow package.
    • Assets that include a constant in the input path display in the list of assets, but are not included in the workflow package.

    Enable workflow encryption

    View encryption options for the workflow.

    • Select Restrict use to specific serial numbers to limit access to the encrypted workflow to only the specified serial numbers. Each unique serial number displays on its own line.
    • Select Set expiration for encrypted workflow to set the encrypted workflow to expire on the selected date. When the expiration date is reached, the workflow cannot be run or used.

    See Workflow encryption.

    Set workflow credentials

    Select the credentials for running the workflow.

    • User is not required to specify credentials: Run the workflow using the default server or studio credentials.
    • User must specify their own credentials: Prompt a user to enter their own credentials to run the workflow.
    • Always run this workflow with these credentials: Enter credentials to always use when the workflow is run.

     

  7. Click Save. See Save to Gallery messages for more information about errors and warnings you may receive when you try to save a workflow to a Gallery.

Add a Gallery

  1. Click Add Gallery.
  2. In URL, type the URL path to your private Gallery.
  3. Click Connect.
  4. Based on the Gallery configuration, authentication steps vary:

    Configuration Type

    Authentication Steps

    Built-in authentication

    1. In Email and Password, enter your Gallery email and password.
    2. Select Keep me logged in, if desired.
    3. Click Connect.

    Windows authentication

    1. A user name displays.
    2. Click Continue to log in.
  5. Click the Gallery in the list and follow the steps to save the workflow to the Alteryx Gallery or a private Gallery.

Export a workflow

Export a workflow and its dependencies as a .yxzp package file. You must save the workflow before you can export it.

Dependency file packaging

The following assets are automatically included with an exported workflow:

  • Input files
  • Output references
  • Macros
  • Chained apps
  • User-added files

The following files are not included with an exported workflow:

  • Missing files
  • Files identified as being part of the Alteryx installation
  • Files referenced by a network path
  • Input paths that contain a constant

When you export and workflow and its dependencies, Designer maintains the original file format of each file. The folder structure of the assets included in the workflow is maintained as long as the files included are children of, or siblings to, the workflow file. All other files are considered external, and, if included with the package, will be placed in an _externals folder.

Use the Workflow dependencies, to ensure that no paths will be broken when referencing missing files.

Export a workflow

  1. Click Options Export Workflow to display the Export Workflow window. Workflow displays the name of the workflow and its file extension.
  2. Complete any of the available configuration options:

    Option

    Description

    Encrypt

    Create a copy of the workflow, app, or macro, that can be ran but not opened and edited in Designer.

    1. Click Encrypt.
    2. Check Enable encryption for this workflow.
    3. Configure the following options, as appropriate:
      • Restrict use to specific serial numbers (one per line): Enter the serial numbers of the licenses you want to be able to access the encrypted workflow. List each serial number on a separate line.

        A serial number is used for each Alteryx install. To view your serial number go to Options > Manage Licenses and see Machine Serial Number.

      • Set expiration for encrypted workflow: Set the encrypted workflow to expire on the selected date. When the expiration date is reached, the workflow cannot be run or used.
    • You cannot undo encryption.
    • Alteryx recommends that you configure this setting last.

    Package Location

    Change the location where the file is saved.

    Group assets by tool

    Group the assets in the workflow by the tools in which they are used. If this option is not selected, assets are listed individually.

    Deselect an asset to exclude it from the workflow package. The asset is referenced, but it is not included in the package.

    Assets that include a constant as part of an input path will display in the list of assets, but they are not packaged as part of the workflow.

  3. Click Save. See Workflow encryption.

Save workflow groups

Additional considerations

  • You can only create a workflow group of existing, locally saved workflows. If you try to create a workflow group from workflows saved in the Gallery, you must first save each workflow individually on your local drive.
  • If you move or delete a workflow that is part of the workflow group, Designer displays an error when you try to open the workflow group.
  1. Open all locally-saved workflows to include in the group. The Start Here.yxmd is not saved with a workflow group.
  2. Click File > Create Workflow Group.
  3. In File Explorer, go to the location where you want to save the workflow group.
  4. In File Name, enter a name for the workflow.
  5. Click Save to save the individual workflows as one workflow group file (.yxwg).

Open a saved or exported workflow

Open workflows from a file directory, the Alteryx Gallery, our a private Gallery.

Open a single workflow from a file directory

  1. Click File Open Workflow.
  2. Click Browse, then go to the location of where you've saved the workflow.
  3. Double-click the file name to open it in Designer.

Exported workflows

If the workflow is in an exported .yxzp file, do the following:

  1. In the Package Import message, click Yes to import the workflow.
  2. On the Import Workflow Package window, verify the following information:
    • Package File Name: Display the complete path to the file.
    • Workflow: Display the workflow name. The assets in the package display in the box.
    • Destination Directory: Display the location where you want to save the package. To change the location, click the floppy-disk icon, then select a new location.
  3. Click Import.
  4. In the Workflow Import Progress window, click Yes to load the workflow. If the workflow fails to load properly, try to import it again.

Open a workflow group from a file directory

  1. Click File > Open Workflow Group.
  2. Navigate to the location where the workflow group file has been saved.
  3. Double-click the .yxwg file to open. Each workflow within the group opens on a separate tab.

Open a workflow from the Alteryx Gallery or a private Gallery

Additional considerations

To open a workflow to the Alteryx Gallery or to your company's private Gallery, you must have a user account. You can sign up for an Alteryx Gallery account at gallery.alteryx.com.

  1. Click File > Open Workflow.
  2. Click Alteryx Gallery or private Gallery
  3. Log in with your user name and password. Select Keep me logged in to keep your session active, as desired.
  4. In the Gallery window, locate the workflow using Search, filters, and sorts.
  5. Click the Versions icon to the right of a workflow to view previous versions, as needed. This option must be enabled in Gallery to be visible in Designer.
  6. Select the workflow and click Open. See Save to Gallery messages, for more on errors and warnings you may receive when trying to save a workflow to a Gallery.

Add a Gallery

  1. Click File > Open Workflow.
  2. Click Add Gallery.
  3. In URL, type the URL path to your company's Gallery.
  4. Click Connect.
  5. Based on the Gallery configuration, authentication steps vary:

    Configuration Type

    Authentication Steps

    Built-in authentication

    1. In Email and Password, enter your Gallery email and password.
    2. Select Keep me logged in, if desired.
    3. Click Connect.

    Windows authentication

    1. A user name displays.
    2. Click Continue to log in.
  6. Click the Gallery in the list and follow the steps to open a workflow saved to the Alteryx Gallery or a private Gallery.
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