How to Remove a Pipeline
Learn how to delete an existing pipeline in octapipe through the module settings
Support Team
Last Update 4 maanden geleden
Removing a pipeline in octapipe is a simple process that allows you to delete workflows that are no longer needed, keeping your environment organized. Follow the steps below to perform this action.
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines” and open the pipeline you want to adjust.
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines” and open the pipeline you want to adjust.
2nd Step: Opening the Pipeline Settings
- With the pipeline selected, click “Module Settings”, represented by the Gear Icon in the upper right corner.
- The “Update Pipeline” modal will be displayed, showing name, sum field, and stages.
3rd Step: Removing the Pipeline
- In the “Update Pipeline” modal, locate the trash icon labeled “Remove”, next to the close (X) button.
- Click “Remove” to start the deletion process.
- In the confirmation window, read the message and click “Confirm”.
After confirmation, the pipeline will be removed from the list and its tab will disappear.
Best Practices:
Conclusion:
You have learned how to remove a pipeline in octapipe using the module settings. If you have any questions, contact our support team.
- Verify that there are no active cards before deleting to avoid data loss.
- Export configurations or stages to a reference document if necessary.
- Notify the team about the removal to align dependent processes.
- Confirm backups of integrations or automations linked to this pipeline.
Conclusion:
You have learned how to remove a pipeline in octapipe using the module settings. If you have any questions, contact our support team.