Actions & workflows
Actions are named, safety-classified playbooks. Each action documents its steps, validation checks, and rollback notes. Workflows compose multiple actions into an ordered chain. Both respect --apply — mutating and destructive actions emit a structured plan and do nothing without it.
Quick reference
Section titled “Quick reference”ayx actions
Section titled “ayx actions”| Command | What it does |
|---|---|
ayx actions list |
List all actions with title, safety, and tags |
ayx actions describe <id> |
Show steps, validations, and rollback for an action |
ayx actions resolve --task <text> |
Match free-text to ranked candidate actions |
ayx actions run <id> |
Execute an action (dry-run by default; --apply to commit) |
ayx actions validate |
Cross-check all actions against the catalog |
ayx actions export <id> |
Print an action’s YAML for forking into your config |
ayx actions workflows
Section titled “ayx actions workflows”| Command | What it does |
|---|---|
ayx actions workflows list |
List all workflows with title, safety, and action count |
ayx actions workflows explain <id> |
Show a workflow’s ordered actions with summaries |
ayx actions workflows run <id> |
Execute a workflow chain (dry-run by default; --apply to commit) |
Bundled actions
Section titled “Bundled actions”Run ayx actions list to see the full list. As of v0.11.0:
| ID | Title | Safety | Tags |
|---|---|---|---|
mongo.backup-restore |
Back up and restore Alteryx Server Mongo | mutating | mongo, backup, server |
mongo.doctor |
Diagnose Alteryx Mongo health | read_only | mongo, diagnose, support |
mongo.queue.stuck |
Diagnose a stuck Alteryx Server job queue | read_only | mongo, queue, diagnose, support, incident |
one.flow.promote |
Promote a single Alteryx One flow between environments | mutating | one, flow, promotion, release |
one.scheduling.pause-all |
Pause every Alteryx One schedule for a maintenance window | mutating | one, scheduling, change-management |
one.workspace-migrate |
Migrate Alteryx One assets between workspaces | destructive | one, workspace, migration, governance |
server.auth.saml-diagnose |
Diagnose Alteryx Server SAML authentication | read_only | server, auth, saml, diagnose |
server.logs.triage |
Triage an Alteryx Server incident from logs | read_only | server, logs, diagnose, incident |
server.upgrade.preflight |
Pre-upgrade preflight for Alteryx Server | mutating | server, upgrade, change-management, safety |
workflow.cloud-convert.bulk |
Bulk-convert Desktop workflows for Alteryx One | read_only | workflow, migration, cloud |
Bundled workflows
Section titled “Bundled workflows”| ID | Title | Safety | Action count |
|---|---|---|---|
governance.go-live |
Governance go-live for a new Alteryx One environment | destructive | 4 |
ops.backup-restore |
Pre-change backup + post-change verification | mutating | 2 |
Using actions
Section titled “Using actions”Discover
Section titled “Discover”ayx actions listFilter by tag with --output json and a shell filter:
ayx --output json actions list | jq '.data[] | select(.tags[] == "upgrade")'Inspect before running
Section titled “Inspect before running”Always read an action before running it the first time:
ayx actions describe server.upgrade.preflightThis shows every step, the why behind each one, validation checks, and rollback instructions.
Resolve a task to an action
Section titled “Resolve a task to an action”Not sure which action to use? Describe what you need:
ayx actions resolve --task "back up mongo before upgrade"Returns a ranked list of candidates.
Run an action
Section titled “Run an action”Read-only actions always execute. Mutating and destructive actions require --apply.
# Dry run — see the planayx actions run server.upgrade.preflight
# Commitayx actions run server.upgrade.preflight --applySkip the TTY confirmation in automation:
ayx actions run server.upgrade.preflight --apply --yesUsing workflows
Section titled “Using workflows”Inspect a workflow
Section titled “Inspect a workflow”ayx actions workflows explain ops.backup-restoreShows the ordered actions with summaries.
Run a workflow
Section titled “Run a workflow”Workflows execute their actions in order. The same --apply semantics apply.
# Dry runayx actions workflows run ops.backup-restore
# Commitayx actions workflows run ops.backup-restore --apply --yesForking and customising
Section titled “Forking and customising”Export a bundled action’s YAML to your config home for local overrides:
ayx actions export mongo.backup-restore > "${AYX_CONFIG_HOME}/registry/mongo.backup-restore.action.yaml"Edit the YAML, then validate all actions (including yours) against the catalog:
ayx actions validateSafety classifications
Section titled “Safety classifications”| Level | Meaning |
|---|---|
read_only |
No writes. Always runs. |
mutating |
Makes changes. Requires --apply. |
destructive |
Irreversible changes. Requires --apply + --yes. |
JSON output
Section titled “JSON output”All commands accept --output json as a global flag:
ayx --output json actions listayx --output json actions workflows list