Build Plans

In Plan View, you design your plan, which includes the building and sequencing of tasks and the triggers that execute your sequence of tasks.

When a plan is triggered Alteryx One captures a snapshot of the objects in the plan. This snapshot defines the set of tasks that are executed as part of a plan run. Snapshots don’t include the assets behind tasks, so later changes to those assets may affect task outcomes during plan execution.

The set of tasks in the plan is triggered in the order listed in the plan.
All of the dependencies for any task are also executed.
If one task fails to execute, the other tasks are not executed.

Before You Begin

Before you begin, please verify the following:

You have access to all of the assets that you wish to use in your plan.

Create Plan

To begin, you must create a plan object.

From the Alteryx One landing page, select Plans from the App Switcher.
On the Plans page, select New. A new plan with the name Untitled plan - X is created, where X is a number.
Select the Untitled plan - X to enter a plan name and description.
Your plan is saved and displayed in Plan View.

In Plan View, you create the objects that are part of your plan. These include:

Plan Schedule: A schedule is composed of one or more triggers that determine when the plan is executed.
- Trigger: Scheduling object that determines the conditions under which the plan is executed.
- A schedule can contain one or more triggers.
Task: An action that is executed when triggered.
- You can build a sequence of one or more tasks in your plan.

Drag and drop a task from the left side panel of tasks. Configuration window for the task should pop up on the right.

Create Task

Identify the tasks that you wish to execute.
Note
You must have access to any assets that you wish to execute as tasks.
In the Plan View page, drag and drop the task type to the plan canvas. The task details and configuration options are displayed on the right side.
Select the task, and configure it as needed.
Add additional tasks as needed.
To test your plan, select Run. The plan is immediately queued for execution.
Edit the plan and repeat the above steps until the plan is ready for production runs.
Tip
While a plan is in development, you may wish to disable its schedule, which prevents execution according to the schedule. You can still run test executions using the Run button.
To create the schedule, select Schedule.
1. Specify one or more triggers for the schedule. When a trigger occurs, the plan is queued for execution.
When ready, the plan runs at the time scheduled in the trigger.

Task Types

For a complete overview of the tasks and their specific details, visit Plan Tasks.

View for Tasks

When you create or select a task, you can modify its settings through the context panel on the right.

Task context menu options:

Some options may not be available for specific task types.

Edit name: Modify the name of the task.
Delete: Delete the task from your plan.

To cancel a plan that is currently running, click Cancel plan run.

Task Execution Rule

Next to the task you created, you'll find a set of icons on the right. These symbols represent the possible outcomes—whether the task succeeds, fails, or can lead to either result.

Icon

Description

Success

Failure

Any status

Input Anchor

Tip

You can add new tasks to your plan and connect them to the first task at one of these pathways.

You can gate the execution of a task based on the completion status of its previous task. To execute the task, click and join the required icons to the output anchor of another task. You can also drag the required icon to the output anchor of any task. See the icons above.

On success: Runs if the previous task is successful.
On failure: Runs if the previous task is failed.
On execution (any status): Runs the task in the canvas irrespective of the previous task's status (success or failure).

Create Plan Branches

In some scenarios, you may need to branch plan execution steps based on the results of a task in the plan. For example, you may need to send separate messages using an HTTP task depending on whether a previous task succeeds or fails in execution. You can create branches in the plan graph by adding task execution rules and parallel nodes, which run based on the success and failure states of your plan runs.

To begin this simple example:

Create your first task.
Complete the following sections.

Example - Success or Failure Tasks in a Plan

Figure: Conditional task execution of a plan

Apply Parameter Overrides

If your plan tasks include assets where parameters have been defined, you can review and override these parameter values. Overrides are applied when the task is triggered as part of a plan run.

Limited Parameterization Support

Plans only supports parameterization for Trifacta Classic Flows at this time.

From the Plan View context menu, select Parameters.
Review the names, sources, and current values for all of the parameters in your plan.
To apply an override, select the pencil icon and enter a new value. Select Save.

Subsequent runs of the plan use this new value as the override for the parameter.

Test Plan

After you have created the tasks of your plan, you can perform a test run of the plan.

To test, select Run.
The plan run is queued for execution.

Monitor Plan Runs

In the upper-right corner of Plan View, select the Runs link.
On the Plan Runs page, you can track the progress of your plan run.
1. The most recently triggered plan run is displayed.
2. If you have executed multiple runs, you can use the angle brackets next to the timestamp for the run.
For tasks in progress, you can select the task to display information in the context panel.
To see the details for the plan run, select the Outputs tab. Then select Job details.

For more information, go to Plan Runs Page.

Add Plan Schedule

You can add a schedule object to specify the triggers for the plan execution.

Note

A plan's schedule cannot be executed until its schedule has been enabled. If a plan has a schedule disabled, you can still execute it via the Run Now button.

Steps:

To begin, you can either select Schedule from the Plan View context menu, or select Create Schedule in the right context panel.
In the Add Trigger panel, you can specify the triggers when the plan is executed. You can specify one or more triggers:
Figure: Add trigger(s)
For each trigger:
1. Timezone: Specify the timezone that applies to the scheduled time. For more information on timezones, go to Supported Time Zone Values.
2. Frequency: You can specify the frequency of when the schedule is triggered.
  1. For each trigger, you can specify multiple On values (e.g. Same time on Sunday and Monday).
  2. As needed, you can specify the On value using a modified form of cron job syntax. For more information, go to cron Schedule Syntax Reference.
To add more triggers, select Add another trigger and specify it.
1. To delete a trigger, select the X next to it.
Parameter overrides:
1. If the assets in your plan contain parameters, you can apply overrides to the parameter values.
  Limited Parameterization Support
  Plans only supports parameterization for Trifacta Classic Flows at this time.
2. Overrides provided in this panel are applied only when the trigger is executed.
  Note
  Multiple values are ok for plan parameters, as long as the parameter values do not conflict. If you see a warning icon next to a set of multiple parameter values, then you must fix this conflict in the original asset, or the plan fails to execute.
3. You can apply overrides through Plan View, too.
To save your schedule, select Save.
In the context panel, you can make changes to your schedule:
1. After saving, the schedule is automatically enabled. To disable the schedule, use the slider bar.
  Note
  A plan cannot be executed if the schedule for it has been disabled.
2. To make changes to the schedule and its triggers, select Edit.

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