Plans Page
The Plans page lets you create, review, and manage your plans. A planis a sequence of tasks and the triggers that execute them.
In the Plans page, select New to create a new plan. The Plans page is displayed.
Note
The maximum number of plan tasks may vary depending on the plan that you have licensed. For more information, please contact your Alteryx representative.
Workspace admins can access all plans in the workspace.
To import plans, click Import.
Tip
You can import multiple plans (ZIP files) through the file browser or through drag-and-drop. Press CTRL/COMMAND + click or SHIFT + click to select multiple files for import.
Search: To search plan names, enter a string in the search bar. Results are highlighted immediately in the Plans page.
Sort: Some column headers can be selected to sort the display by the column's entries.
Figure: Plans page
Columns:
Name: Name of the plan. Click the plan name to review the plan. See Plan View Page.
Owner: Owner of the plan.
Last Updated: Timestamp for the last updated.
Last Run: Timestamp for when the plan was last run.
The displayed icon indicates whether the plan executed successfully or not. Click the link to review the details of the plan run.
Share: Share the plan with other users. See Share a Plan.
Plan options:
Select the 3-dot menu next to your plan to view these options...
Rename: Change the name and description of the plan.
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 the plan.
Warning
Deleting a plan removes all objects contained in the plan. Flows referenced in the tasks of the plan are not touched.