Share your pipeline template

A pipeline template is a pipeline structure with data source, stages, rulesets and destination. They are pipelines saved for reuse.

After authenticating source/destination you can import data and make use of the template.

To save pipelines as templates

1. Open the required pipeline and click the ellipses icon in the Pipeline builder page. Click here if you want to know how to create a pipeline.

2. Click the Save as template option and choose Save as pipeline template.

3. Provide a Template name and Description for your pipeline template and click Save. Now the pipeline is saved as a pipeline template. You can view the saved templates in the Workspaces tab under the Pipeline templates tab.

Manage pipeline templates

You can view all the Pipeline templates available in your workspace under the Pipeline Templates tab in the Workspace details page. The pipeline templates will be shown in the order of recently modified time. You can use, rename, share and remove pipeline templates from here.

To share pipeline templates

You can share the pipeline templates with individual users or with user groups.

1. Click the Workspaces tab from the top bar and open the Pipeline templates tab. Click the ellipses icon of the required pipeline template and click Share.

2. The sharing panel opens. Enter the Email ID of the user you would like to share the pipeline template with. You can also share the template to a user group by clicking the

icon that appears when you hover over the group. You can also Create a new group and share your pipeline template.

3. Click Share. The pipeline template has been successfully shared. You can also use the Edit option to make changes or remove a user from accessing an entity later when needed. However, you can manage the access to entities from the User Management tab under Settings. Click here to know more.

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