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Designer Cloud Menus

Access various windows and common actions from the main menu in Designer Cloud.

Switch Apps

Use the App Switcher to switch to other Designer Cloud apps.

File Menu

These options are specific to creating and working with workflows.

  • New Workflow (Alt + N): Create a new workflow (*.yxmd).

  • Open... (Alt + O): Open a saved workflow. Shows the most recently accessed and saved workflows.

  • Open Recent: Open workflows that you've recently worked on.

  • Save (Alt + S): Save the active workflow.

  • Save as: Save the active workflow to the selected location.

View Menu

Configure Designer Cloud via the View menu:

  • Mini map: Shows a map of the entire canvas with a highlighted section that shows what's in view. To change your view, select and drag the highlighted section within the Mini Map.

  • Canvas Grid: Adds a grid to the canvas.

  • Tool Description Flyouts: When enabled, tool descriptions appear when you hover over a tool in the tool palette or over the question mark in the tool configuration window.


    Figure: Hover over a tool to see its description.

Resources Menu

These options provide quick access to help with Designer Cloud. Access the resources menu using the question-mark icon in the header.

  • Guided Tour: Opens a dialog with instructions on how to use Designer Cloud.

  • Keyboard Shortcuts: Opens a dialog with all of the keyboard shortcuts you can use in Designer Cloud.

  • Alteryx Help: Opens Designer Cloud help.

User Settings

  • Preferences: To change your User or Workspace preferences, select Preferences from the User Settings menu.

  • Switch Workspace: To change your workspace, select Switch Workspace from the User Settings menu. Select your workspace from the menu, or create a new workspace by selecting Create Workspace.

  • Log Out: Log out of Designer Cloud.