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Overview
AI Assistant
Using the AI Assistant
AI Assistant
Allocations
Overview
Getting started
Getting Started
Allocations Quick Start
Rule Based Tagging
Why are Allocations Useful
Setup
Configure an Allocation
Configure Allocations
Recursive Allocations
Results & troubleshooting
Allocation Results
Troubleshooting Allocations
Results and Troubleshooting
Connections
Clone a Connection
Singer Sources
Connections
Dashboards
Learning About Dashboards
Using Dashboards
Formatting Numbers and Other Data Types
Example Calculated Columns
Example Metrics
Dashboards
Data
Selecting the Latest Record in a Large Version History Table
Using Tables and Views
Table Explorer
Publishing Tables
Data Management - Tabular
Dimensions
Getting Started with Dimensions
Using Dimensions (Hierarchies)
Dimension Functions for Expressions and Aggregations
Loading and Unloading Dimensions
Data Management - Dimensions
Documents
Overview
Account management
Control Document Account Access
Account and Access Management
Document Temporary Storage
Managing Document Account Backups
Managing Document Account Owners
Using Start Paths in Document Accounts
Adding accounts
Adding New Document Accounts
Add AWS S3 Account
Add Google Cloud Storage Account
Add Wasabi Hot Storage Account
Add OneDrive Account
Add Azure Blob Storage Account
Add Azure Data Lake Gen2 Account
Add MinIO Account
Add Backblaze B2 Account
Add Cloudflare R2 Account
Add DigitalOcean Spaces Account
Add Linode Object Storage Account
Add Google Drive Account
Add SFTP Account
Add WebDAV Account
Add FTP Account
Searching documents
Using documents
Email
Using the Email Area
Email
Panel apps
Creating and Registering Panel Apps in Plaidcloud
Using Panel Apps in Plaidcloud
Panel Apps
Projects
Viewing Projects
Managing Projects
Managing Tables and Views
Managing Hierarchies
Managing Data Editors
Archive a Project
Viewing the Project Log
Compare and Merge Projects
Projects
Sandbox
Getting Started with the Custom App Sandbox
Custom App Sandbox
Workflows
Where are the Workflows
Workflow Explorer
Create Workflow (Guide)
Duplicate or Clone a Workflow
Copy & Paste steps
Change the order of steps in a workflow
Run a workflow
Running one step in a workflow
Running a range of steps in a workflow
Managing Step Errors
Continue on Error
Skip steps in a workflow
Create a Macro
Conditional Step Execution
Controlling Parallel Execution
Column Propagation
Manage Workflow Variables
Viewing Workflow Log
View Workflow Report
View a dependency audit
LLM Step
Advanced Workflows
REST Request Step
Multi-Table Join Step
Migrate Alteryx Workflows
Validate Converted Alteryx Workflows
Alteryx Migration Readiness Checklist
Package Alteryx Dependencies
Use Converted Alteryx Apps
Tune Alteryx Imports
Validate Alteryx Reports And Artifacts
Migrate Spatial Alteryx Workflows
Orchestrate Alteryx Migrations With MCP
Workflows
Reference
Overview
Connectors
Workflow steps
Expressions
CLI
Glossary
Integrations
Overview
AI coding agents
Getting Started with AI Coding Agents
Claude Code
Claude Desktop and Claude.ai
Cursor
GitHub Copilot
Google Gemini CLI
ChatGPT
Troubleshooting
AI Agents (MCP)
PySpark
Getting Started with PySpark
PySpark and Spark Compute Clusters
Administration
Overview
Access management
Overview
Organization & workspaces
Overview
Organizations and Workspaces Explained
Viewing and Managing Workspaces
Managing Workspace Members
Member authentication
Member Authentication
Member management
Member Management
Member identity
Member (User) Identity
Security groups
Managing Security Groups and Assignments
Advanced (SSO/SAML)
Advanced Operations
Setting Up Auth0 SAML for Single Sign-On
Setting Up AWS IAM Identity Center SAML for Single Sign-On
Setting Up Microsoft Entra ID SAML for Single Sign-On
Setting Up Google Workspace SAML for Single Sign-On
Manage Organization Administrators
Managing Single Sign-On for Organization
Setting Up Okta SAML for Single Sign-On
Setting Member Expiration Period
Control plane
Control Plane
Organizations
Workspace Configuration
Scheduled events
Scheduled Workflows
Event Scheduler
Upcoming Runs Calendar
What's new
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Guides
Panel Apps
Using Panel Apps in Plaidcloud
Description
Section titled “Description”
Documentation coming soon…
