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Plan View Page


This feature may not be available in all product editions. For more information on available features, see Compare Editions.

In Plan View, you design your plan, which includes the building and sequencing of tasks and the triggers that execute your sequence of tasks.


Access to this page in the application and privileges on its related objects is governed by roles in your workspace. For more information, please contact your workspace administrator.


Figure: Plan View Page

The main panel is the plan canvas, where you build your plans.

On the right side is the context panel. Depending on what you select in the plan canvas, a different set of context options is displayed.

Top Bar


To rename the plan, click the plan name in the top bar.

Zoom Options:

You can zoom the plan canvas to display areas of interest in the plan graph.

The zoom control options are available at the right side of the canvas. The following are the available zoom options:


You can use the keyboard shortcuts listed in the zoom options menu to make quick adjustments to the zoom level.

  • Zoom in: Zoom in 10% on the canvas to focus on greater detail.

  • Zoom out: Zoom out 10% from the canvas to see more of it.

  • Zoom to fit: Change the zoom level to fit all of the objects of your plan onto the screen.

  • 25%, 50%, or 100%: Change the zoom level to one of the preset levels.


By default, the plan view page always opens in Zoom to fit option and it does not remember the previous zoom and position.

Other options:

  • Run: Run the plan. You can track progress of your plan run. See Plan Run Details Page.


    You can apply overrides to parameters through the Parameters tab.

    See Plan Runs Page.

  • Schedule: Create or edit the plan schedule with one or more triggers through the right context panel. See "View for Tasks."

  • Share: Share the plan with other users. See Share a Plan.

  • Runs: The Runs link tracks the current total number of runs that have been queued or executed for this plan. Click this link to track progress on your plan run.

Plan context menu

  • Rename: Modify the name and description for your plan.

  • Parameters: You can apply overrides to the parameters for your plan tasks during plan job runs. See Manage Parameters Dialog for Plans.

  • Email notifications: Send email notifications on the plan runs. See Manage Plan Notifications Dialog.

  • Export: Export the plan from the Alteryx Analytics Cloud. See Export Plan.

  • Transfer ownership: (Available to owner or admin only) Transfer ownership of this asset to another user. See Transfer Asset Ownership.

  • Delete: Delete your plan.


For more information, see Create a Plan.

Task Execution Rule

You can gate the execution of a task based on the completion status of its previous task. Click the line connecting the two tasks and select one of the following options:

  • On success: Runs if the previous task in the node is successful.

  • On failure: Runs if the previous task in the node failed.

  • On execution (any status): Runs the task in the node irrespective of the previous task's status (success or failure).

Parallel Tasks

You can can execute one or more tasks in parallel by clicking the plus node icon and selecting one of the following options:

  • Add a parallel node: Adds a parallel node to the existing node.

  • Add a node: Adds a node at the bottom of the existing node.


Nodes added in a sequence are separated by a plus node. A node added in parallel has two plus nodes separating it from the parent node; one for adding nodes in parallel and other for adding a node in sequence.

View for Triggers

For more information, see Plan View for Triggers.

View for Tasks

When you create or select a task, you can modify its settings through the context panel on the right.


To rename the task, click the task name in the context panel.

Task context menu options:

Some options may not be available for specific task types.

  • Edit name: Modify the name of the task.

  • Delete: Delete the task from your plan.

Task types

To cancel a plan that is currently running, please do the following:

  • In Plan View, click the Runs (x) link.

  • In the Run Details page, click Cancel plan run.