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Save and Open Workflows

Once you have connected Designer Desktop with your Alteryx One workspace, you can save your desktop workflows and Analytic Apps to the cloud and also open those saved workflows and apps in Designer Desktop from Alteryx One.

Save Designer Desktop Workflow or App to Alteryx One

Follow these steps to save your Designer Desktop workflow or Analytic App to Alteryx One:

  1. In Designer Desktop, select File > Save As > Alteryx One and select your workspace connection, identified by the Data Source Name that you provided when you configured the connection. If you haven’t configured the connection yet, select Connect to Cloud and follow the instructions in Create a Link between Designer Desktop and Alteryx One.

  2. The current name of your workflow or app is populated by default in the Workflow Name field. You can customize the name if needed. If your workflow includes any assets, they are displayed below.

    • Check the Group assets by tool* checkbox to display all of the workflow's assets or file dependencies that are grouped together with the tool they are connected to.

    • Uncheck an asset to omit it from the workflow package.

    *This setting organizes the assets for each tool so that information is easier to parse—it does not change how the YXZP file is created.

  3. The Sync All Desktop Connections checkbox is checked by default to add or sync all connections that are used in the workflow to your workspace. This sync is needed to execute the workflow successfully (and avoid errors) via Cloud Execution.

    Importante

    This option is available via Designer Desktop version 2025.1 and newer.

  4. Select Save*. At this time, Alteryx validates your workflow or app to confirm that it doesn’t use prohibited non-DCM data connections. Review Tool, Engine, Driver, and Connector Compatibility for details. A progress bar indicates the save progress. Once the save is successful, a green success message appears. Here, you can select the View button (this opens the Alteryx One library where the workflow was saved) or use the "x" to continue working in Designer Desktop.

    *If you’re already authenticated to your Alteryx One workspace, you’re all set. If you’re not authenticated, the save triggers your default browser to open a new window where you can sign in to the Alteryx One workspace that you are saving to.

Importante

Cloud Execution for Desktop lets you create and edit workflows or Analytic Apps on the desktop and execute them in the cloud. Workflows and apps that you build in Designer Desktop need to be edited in Designer Desktop. At this time, these workflows and apps are not functional or editable in Designer Cloud.

View Desktop Workflows and Apps in Alteryx One

Suggerimento

Note that different options are available for standard workflows and Analytic Apps. For example, you can schedule a workflow run but not an app.

Once saved to Alteryx One, you can find your Desktop workflows and Analytic Apps in Alteryx One via Library > Designer Desktop. Here you can Download a file that contains the workflow or app and any packaged assets, Schedule your workflow to run in Alteryx One, run your Analytic App directly in Alteryx One, and Delete your Desktop workflows and apps from Alteryx One. Use the three-dot menu associated with the workflow or app to access these options.

Go to the Library for Assets page for more information.

Open Designer Desktop Workflow from Alteryx One

Follow these steps to open a workflow* that was created in Designer Desktop and saved to Alteryx One. The workflow opens in Designer Desktop.

Importante

*These instructions apply to workflows only at this time. To open a Designer Desktop Analytic App from Alteryx One, you must download it from the Alteryx One Library and import it into Designer Desktop.

  1. In Designer Desktop, select File > Open Workflow* > Alteryx One and select your workspace connection, identified by the Data Source Name that you provided when you configured the connection. If you haven’t configured the connection yet, select Add New Link and follow the instructions in Create a Link between Designer Desktop and Alteryx One.

    *You can also access desktop workflows saved to Alteryx One via File > Open Recent.

  2. From the Open Workflow window, select your workflow and then select the Open button. If you have many workflows, use the search box to search by name. You can click on the Workflows label to sort the workflows alphabetically in ascending or descending order.

Download Workflow or Analytic App from Alteryx One

Alternatively, you can download your workflow or app directly from Alteryx One. To do so…

  1. In Alteryx One, go to Library > Designer Desktop.

  2. Locate your Desktop workflow or Analytic App and use the three-dot menu to select Download.

The download creates a YXZP file that includes the workflow or app and any packaged assets.

Next Steps

After you save your Designer Desktop workflows and apps to your Alteryx One workspace, you're ready to use Cloud Execution for Desktop. Go to View and Execute with Cloud Execution to learn how.