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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 Version: Save a version of your workflow with the option to set a workflow name.

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

  • Duplicate: Create a duplicate of your workflow.

  • Rename: Rename your workflow.

  • Schedule: Create a schedule to run your workflow.

    • Enter a Name for your schedule.

    • Select the Occurrence:

      • Recurring: Select the Frequency for your workflow schedule:

        • Hourly

        • Daily

        • Weekly

        • Monthly

      • Once: Runs the workflow one time.

        • Start: Use the date picker to select a start date and time.

        • Timezone: Select a time zone.

      • Custom: Enter a custom schedule.

      • Event Trigger: Triggers the schedule if a new file is created or if an existing file is modified.

        • File Path: Select Browse to enter a file path.

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.

  • Suggestions: See suggestions for your workflow in the Suggestions Panel, located in the Results Grid.

  • 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.

    tool-description-flyout.jpg

    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.

  • Alteryx APIs: Opens the Alteryx Analytics Cloud API documentation.

User Settings

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

  • Workspace: To change your workspace, select Workspace from the User Settings menu. Select your workspace from the menu.

  • Log Out: Log out of Designer Cloud.

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