Platform SDK Quickstart Guide

Version:
Current
Last modified: May 27, 2021

The steps below illustrate how to use the latest developer tools to create a custom plugin or tool for use in Alteryx. For more information about new SDKs and their usage within Alteryx, please visit Platform SDK.

Requirements and Prerequisites

Before you get started, make sure that these items are installed on your machine:

  • Microsoft Windows 7 or Later (64-bit)
  • Alteryx Designer Version 2021.2
  • Python Version 3.8.5
  • pip (automatically installed with Python 3.8.5)
  • node Version 12+

CLI

The AYX Plugin CLI provides you with a set of utilities to manage your plugin and is a great starting point for building a tool. AYX Python SDK installation is also covered in this section.

Follow these steps to get started with the CLI:

  1. Run this command to install the AYX Plugin CLI:

    pip install ayx-plugin-cli
     
  2. To verify that you installed the CLI properly, run this command:

    ayx_plugin_cli version

    If the installation was successful the above command returns the version number. If the CLI was not installed properly, the ayx_plugin_cli command is not recognized in the terminal, and your terminal reflects that.
     
  3. Run this command to install the AYX Python SDK:

    pip install ayx-python-sdk

    (Optional) Create a new directory to house all of your workspaces and plugins, and continue the steps in this guide from the new directory. This helps keep your folder structure clean.
     
  4. Once the installation is successful, run this command to create a workspace:

    ayx_plugin_cli sdk-workspace-init

    The command asks you to provide information about your workspace through a series of prompts.
     
  5. Once you have stepped through the above command, run this command to create a custom tool or plugin:

    ayx_plugin_cli create-ayx-plugin

    The command asks you to provide information about your tool or plugin through a series of prompts. Note that this operation can take a minute to complete.

Once you have stepped through the above command, you can go to the location of your workspace and view the files that were created for the new plugin.

For more information about the CLI, please visit the reference documents.

UI SDK

The UI SDK consists of 2 pieces.

  • The first piece is a React-based component library that enables you to build the interface for your tool or plugin.
  • The second piece is a communication bridge that lets you interact with Alteryx Designer and persists the values that you want to save between runs of a workflow, clicking on and off a tool. These are also the values that are available to the engine (back end) of your tool.

For the real-time Dev Harness that assists in developing a tool UI, check out this repository.

Follow these steps to get started with the UI SDK:

  1. To begin working on the user interface of your project, navigate to the folder that was created for your workspace in the last step of the CLI section above. In this workspace folder, there is a UI directory for the workspace. There is a folder inside of this directory with the same name as the plugin you created.
  2. Navigate to [workspace directory]\ui\[plugin name]\src\src for the tool you are working on.
  3. Open the index.tsx file. This is the primary React file for the tool UI.
  4. Make a change to the file. For example, edit the text of a tag, or add a new component or HTML element to the page.
  5. Save the file.
  6. For a quick preview of your tool in a browser, run this command:

    npm run start

  7. To view your tool in Alteryx Designer, run this command from the root workspace director. This command builds and installs your plugin into Designer.

    ayx_plugin_cli designer-install

Open Alteryx Designer, search for your tool, place it on the canvas, and view the changes.

For more information about the UI SDK, please visit the reference documents.

Python SDK

The Python SDK defines the way that you should create the engine/back end/runtime of your tool. The back end also receives the configuration values that were created by the front end of the tool in the UI SDK section.

Follow these steps to get started with the Python SDK:

  1. To begin working on the engine or runtime of your project, navigate to the folder that was created for your workspace in the last step of the CLI section above. In this workspace folder, there is a back-end directory for the workspace.
  2. Navigate to [workspace directory]\backend\ayx_plugins\[plugin name].py for the tool you are editing.
  3. Make a change to the file.
  4. Save the file.
  5. Run this command from the root workspace directory. This builds and installs your plugin into Alteryx Designer.

    ayx_plugin_cli designer-install

Open Alteryx Designer, search for your tool, place it on the canvas, and view the changes.

For more information about the Python SDK, please visit the reference documents or access the full Python SDK documentation. You can also access this documentation locally via this command:

ayx_python_sdk docs

Troubleshooting

  • If you get a workflow error that says ‘Can't find plugin "SdkEnginePlugin.dll"', enable the AMP engine for the workflow.
  • If your tool panel does not render or shows a blank screen, enable Chrome Developer Tools. Now, when you select your tool a Chrome debugger is presented and you can see any errors for the tool interface.
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