How to Remove a Pipeline

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.

2nd Step: Opening the Pipeline Settings

1. With the pipeline selected, click “Module Settings”, represented by the “(...)” icon in the upper right corner.
2. The “Update Pipeline” modal will be displayed, showing name, summary field, and stages.

3rd Step: Removing the Pipeline

1. In the “Update Pipeline” modal, locate the trash icon labeled “Remove”, next to the close (X) button.
2. Click “Remove” to start the deletion process.
3. 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:

• 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.