Edit and Duplicate Pipelines
How to modify an existing pipeline or create a duplicate copy.
Once a pipeline is created, you can either edit it to make changes or duplicate it to create a new pipeline based on an existing one. These are two separate features, and each serves a different purpose.
Editing Pipelines
Editing a pipeline is straightforward. You might update details such as the pipeline’s name or adjust its polling rate. Changes are saved directly to the existing pipeline.
How to Edit a Pipeline
- Go to the Pipelines page.
- Click the pipeline you want to edit.
- Select Edit Settings from the menu (three vertical dots).
- Make your changes and save.
Common use cases for editing:
- Changing the polling rate to run more or less frequently.
- Renaming the pipeline for clarity.
- Fixing or updating Credentials details (e.g., updating an API key).
Duplicating Pipelines
Duplicating a pipeline creates a new one that copies the configuration of the original, including its source and target integrations and any metadata that was established during prior executions. This ensures that the new pipeline points to the same sensors in the target system and avoids creating duplicates there.
The duplicated pipeline is identical to the original but starts with no execution history. You can then adjust its settings, such as giving it a new name or assigning a different polling rate.
Common use cases for duplicating:
- Creating a second pipeline with the same source and target but a different polling interval (e.g., hourly sync plus a daily full refresh).
- Setting up a backup or alternative schedule for pipelines connected to instruments that may experience intermittent connectivity.
- Preserving existing sensor mappings when creating a new pipeline to the same target system.
Step-by-Step
- Navigate to the Pipeline: Go to the Pipelines page and click on the pipeline you wish to manage.
- Choose an Action:
- Select Edit Settings to modify the pipeline in place.
- Select Duplicate to clone it into a new pipeline.
- Save Your Changes:
- For Edit, apply changes and save. The pipeline continues with its updated settings.
- For Duplicate, provide a unique name, adjust settings if needed, and save. The new pipeline begins fresh, with up to seven days of backtrack.