Managing pipelines

When viewing your pipelines, you can manage them in a number of ways. You can rename, edit, disable, enable and delete them from this list. If you want to see more detailed information about the pipeline and each action that it has carried out, you can do so by clicking on it.

Edit

Editing a pipeline allows you to make changes to it and the automations you’ve set up within it.

To edit a pipeline:

1. Find the pipeline you want to edit.
2. Choose one of the following methods:
   • Click on the three dots ⋮, and then click Edit.
   • Click on the pipeline, and then click Open in editor.
3. Make your changes and additions in the canvas.
4. When you’re done, click Save.

Duplicate

To duplicate a pipeline:

1. Find the pipeline you want to duplicate.
2. Click on the three dots ⋮.
3. Click Duplicate.
4. In the pop-up, type in a name for the duplicated pipeline.
5. Click Save.

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Duplicated pipeline details

• When the pipeline is duplicated, the copy will be in a disabled state. You must manually enable it for it to be active.
• A new URL will be generated for each Incoming webhook component.
• If you’ve used a Fired in Explore event component in the original pipeline, the system will append the copy suffix along with a number to ensure that the name maintains its uniqueness.

Rename

To rename a pipeline:

1. Find the pipeline you want to rename.
2. Click on the three dots ⋮.
3. Click Edit.
4. In the canvas, under Pipeline name, enter a new name.
5. Click Save.

Disable

Disabling a pipeline won't delete it, but it’ll put a pause on all of its automations until you choose to enable it again.

To disable a pipeline:

1. Find the pipeline you want to disable.
2. Click on the three dots ⋮.
3. Click Disable.
4. In the pop-up, click Disable.

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Disabling a pipeline won't undo any actions that have taken place, it will only prevent new actions from being triggered. If there are any actions pending, they’ll be carried out even after disabling.

Enable

To enable a pipeline:

1. Find the pipeline you want to enable.
2. Click on the three dots ⋮.
3. Click Enable.
4. In the pop-up, click Enable.

Delete

There are two ways you can delete a pipeline.

1. Find the pipeline you want to delete.
2. Click on the three dots ⋮.
3. Click Delete.
4. In the pop-up, click Delete.

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Deleting a pipeline won't undo any actions that have taken place, it will only prevent new actions from being triggered. If there are any actions pending, they’ll be carried out even after deletion.

Search

You can search for your pipelines by name. Simply type in the pipeline name in the search bar and it’ll appear below.

Manage pipelines from Setup

All of the actions listed above can also be done from the Setup tab within a pipeline. You can find this tab in the top-right corner, after clicking on the pipeline you want to manage.