Manage Schedules

Version:
Current
Last modified: March 17, 2020

View and manage workflows, apps, and packages scheduled to your computer or a controller, in the View Schedules window. From there, you can also schedule apps and workflow packages to run on your computer or a controller.

Gallery schedules

To view workflows or apps scheduled in the Gallery, go to the Schedules page in Gallery. See Schedule Workflows.

View Schedules contains four tabs:

  • Workflows: List all workflows and packages that you've saved to a location.
  • Schedules: List each job scheduled to run in the selected location.
  • Queue: List the status of scheduled jobs that run currently or will run next, and show an approximate percentage complete of each in-progress job.
  • Results: List information about completed scheduled jobs, and include a link to the output.

View Workflows and Schedules

  • If you schedule workflows to run on your local machine, Controller defaults to My Computer.
  • If you schedule workflows to run on a controller, select Controller and select an existing controller connection—or connect to a controller.

Connect to a Controller

  1. Select Controller and select Connect to Controller.
  2. In Machine Name, enter the server name.
  3. In Controller Token, enter the controller token provided by the Alteryx Server Administrator at your company.
  4. Select OK.

Edit, Delete, or Create Schedule

To edit a schedule...

  1. Select Schedules.
  2. Select the schedule you want to edit.
  3. Select the edit or pencil icon.
  4. In Schedule Workflow, modify the schedule details.
  5. Select OK.

You can also delete a schedule. When you delete a schedule, it will not delete the workflow from the Workflows tab in View Schedules.

To delete a schedule...

  1. Select Schedules.
  2. Select the schedule you want to delete.
  3. Select the "-" button.

To schedule a workflow...

  1. Select Workflows.
  2. Select the "+" button.
  3. Find the saved workflow you want to schedule and double-click to select it.
  4. Complete the schedule details. See Schedule Workflows.

Schedule App or Workflow Package

If you want to schedule a workflow to run from the Scheduler database (DB), and it includes dependencies such as data files or output locations, save the workflow as a package (.yxzp file) to help ensure it will run properly on the Scheduler DB. Then, schedule the app or workflow package from the View Schedules window.

To schedule an app or workflow package...

  1. Select Workflows.
  2. Select the "+" button.
  3. On your computer, find the saved workflow you want to schedule and double-click to select it.
  4. Complete the Schedule details. See Schedule Workflows.

Update Workflow in Scheduler DB

If you have scheduled a workflow saved to the Scheduler database (DB) there is only one way to update the workflow.

To update a workflow saved to the Scheduler DB...

  1. Select Workflows.
  2. Select the workflow you want to update.
  3. Select .
  4. Find the workflow you want to use to update the saved workflow and double-click to select it.

If you update () a workflow that is scheduled to run on your computer, a copy of the workflow saves to the Scheduler DB and updates the scheduled workflow to run from the Scheduler DB.

Delete Workflow

Deleting a workflow deletes all schedules of the workflow and results of previously run schedules of the workflow.

To delete a workflow...

  1. Select Workflows.
  2. Select the workflow, app, or package, you want to delete.
  3. Select the "-" button.

View Job Results

  • Select  next to a workflow name to view more information about the job.
  • Select Output to view results as they would be displayed in the Results window.

The Results column displays a colored circle to indicate job status:

  • Green: Job ran successfully.
  • Yellow: Job ran with warnings.
  • Red: Job ran with errors.
  • Gray: Job not yet complete.
Was This Helpful?

Running into problems or issues with your Alteryx product? Visit the Alteryx Community or contact support.