Plans Page

• To create a new plan, click Create.... To rename the new plan, click the Untitled value at the top of the page.
  • 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.

Columns:

• Name: The name of the plan.

  • Click the plan name to review it. See Plan View Page.

• Owner: Owner of the plan.
• Last Updated: Timestamp for the last time that the flow was modified.
• Last Run: Timestamp for when the plan was last executed. 
  • The displayed icon indicates whether the plan executed successfully or not.
  • Click the link to review details of the run. See Plan View Page.

Actions:

• Create: From the Create menu, choose to create a plan.

  • Enter a name and description for your plan. Click Create.

• Import: From the context menu, select Import to import a plan into this instance. See Import Plan.

• 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.

Plan options:

The following options are available on the right side of a plan's entry:

• Share: Share the plan with other users. See Share a Plan.
• Rename: Change the name and description of the plan.
• Email notifications: Send email notifications on the plan runs. See Manage Plan Notifications Dialog.
• Export: Export the plan from  Designer Cloud Enterprise Edition. See Export Plan.

• Delete Plan: Delete the plan.
  

  Deleting a plan removes all objects contained in the plan. Flows referenced in the tasks of the plan are not touched.