Edit and delete pipelines and steps

The owner of a pipeline can edit or delete the pipeline and any steps in the pipeline. 

Changes made in the pipeline designer apply immediately, and deleting is permanent.

Edit pipelines

When you edit a triggered or scheduled pipeline, Quickbase turns it off to prevent unexpected errors. After you're done editing, you may need to turn the pipeline back on.

Changes that don't affect the structure of the pipeline won't turn off the pipeline automatically. This includes editing the pipeline's name, description, schedule, tags, step names, and notes.

Note

All changes to a pipeline create a pipeline_update event in audit logs. Changes that cause the pipeline to be turned off also create a pipeline_auto_disable event.

To edit a pipeline:

1. On the My pipelines page, select the name of the pipeline to edit.
   This opens the pipeline designer.

2. Make changes to the pipeline.

3. Turn on the pipeline.

Delete pipelines

To delete a pipeline:

1. On the My pipelines page, open the menu of the pipeline to delete.

2. Select Delete in the menu. 

3. Confirm deleting the pipeline.
   After you select Yes, delete pipeline, the pipeline is immediately and permanently deleted. 

Tip

If you're concerned about deleting a pipeline, you can export the pipeline in a YAML format, which you can import again later.

Edit steps

To edit a step, select it on the canvas. This opens the details and information of the step.

Delete steps

To delete a step from a pipeline:

1. Open the menu for the step.

2. Select Delete.

3. Confirm deleting the step.
   After you select Yes, delete step the step is immediately and permanently deleted.

Note

When you delete a search step, it deletes the steps following the search step also.