Help Centre

Create a new pipeline from within the data view

1. Click the + button next to the pipeline name. This creates and opens a new pipeline.
2. Name your pipeline by clicking on the pipeline name.

Create a new pipeline from within the repo view

1. Open the repo and click the green ‘New’ button at top right. This creates and opens a new pipeline.
2. Name your pipeline by clicking on the pipeline name.

Pipelines are organised in the Pipeine repo. To access your Pipelines, click the folder button next to the pipeline name: the repo view opens.

Pipelines are sorted by most recent updated date by default.

The repo view shows:

• Pipeline name
• A lock icon if the pipeline is Read Only
• Last updated date
• Last updated by
• Owner
• Number of users with access. Click here to see details of users and manage access
  
  
• Items shared with the whole organisation are indicated by the ‘office building’ icon
• Items shared with the API user are indicated by the ‘API connection’ icon
• An information popup showing who created the pipeline and when, alongside the pipeline's unique ID
  
  

Sort, search and filter pipelines

Pipelines can sorted by pipeline name, updated date and user last updated by. Click the arrow button to reverse the sort direction.

Click in the search field to search pipelines by name.

Click the filter icon or hit ‘F’ on the the keyboard to filter pipelines by date created, date updated, pipeline name, owner, updated by user.

Duplicating pipelines

Click the three dots at the end of the row and select ‘Duplicate’ from the popup menu. The pipeline is instantly duplicated and the document opened. The suffix ‘– copy’ is added to the duplicate pipeline’s name.

Renaming pipelines

Click the three dots at the end of the row and select ‘Rename’ from the popup menu. Alternatively, edit the pipeline name by opening the document and clicking on the name.

Archiving pipelines

Click the three dots at the end of the row and select ‘Archive’ from the popup menu. Archived pipelines are not deleted, but hidden from the repo.

Archived pipelines display a warning in the top right of the dataset view.

Note that pipelines in Quantemplate cannot be deleted permanently by users. Contact us if you have a specific deletion requirement.

View and restore archived Pipelines

1. To show archived pipelines, click the ‘Show/hide archived’ button in the top right of the repo, or hit ‘A’ on the keyboard.
2. Click a pipeline to open it.
3. To restore a pipeline to the repo, click the three buttons at the end of the row and select restore.

Manage multiple pipelines

Use the batch selection tools to quickly manage multiple pipelines.

First search or filter the pipelines, then click the checkbox on the top right. This will open the batch selection bar with options to archive, restore, share or unshare the selected pipelines.

Only an owner can share a pipeline. If you select a pipeline that you don’t own and try to share it, it will not be shared.

Example

To transfer ownership of a set of pipelines from one user to another, the pipeline Owner should perform these actions:

1. Open the filter bar
2. Select Owner and type in the current Owner’s name. This will show all pipelines owned by this user.
3. Click the checkbox on the top right of the table.
4. From the batch selection bar that appears, select ‘Share’.
5. In the sharing popup that appears, add the new owner and select ‘Apply’. The new Owner is added.
6. If ownership is no longer required for the previous owner, add their name in the sharing popup, select their new level of access (can edit, can view or remove) and click ‘Apply’.