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Manage Plans

Orchestrator lets you create, review, and manage your plans. A plan is a sequence of tasks and the triggers that execute them.

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.

Plan Overview

These options are available on the Orchestrator page:

  • Use the My Recents, My Plans, and Shared With Me to filter the list of plans.

  • To create a new plan, select New. The Orchestrator canvas page is displayed.

  • To import plans, click Import. To import plans, click Import. 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.

The Plan list contains this additional information:

  • Name: Name of the plan. Select the plan name to review the plan. For more information, go to Plan View Page.

  • Owner: Owner of the plan.

  • Last Updated: Timestamp of the last update.

  • Last Run: Timestamp for when the plan was last run. The displayed icon indicates whether the plan executed successfully or not. Select the link to review the details of the plan run.

  • Actions: Select the context (3-dot) menu to access more options. Share the plan with other users. For more information, go to Share Plans.

Plan Actions

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. For more information, go to Manage Plan Notifications Dialog.

  • Run: Run the plan.

  • Share: Share the plan with other users. For more informatoin, go to Share Plans.

  • Export: Export the plan from the Alteryx One. See Export Plan.

  • Transfer ownership: (Available to owner or Admin only) Transfer ownership of this asset to another user. For more informatoin, go to 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.

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