Pipeline Management

Organize, search, tag, and manage your pipeline collection.

Pipeline List

Viewing Your Pipelines

Go to /dashboard/pipeline to see all your pipelines.

View modes:

• Grid view — Visual cards with pipeline thumbnails
• Table view — Sortable table with detailed information

Switch between views using the view toggle in the top-right.

Organizing with Tags

Creating Tags

1. Open a pipeline’s menu (click the ••• button)
2. Select Add tags
3. Enter tag name(s) separated by commas
4. Click Save

Example tags:

• production — Production-ready pipelines
• testing — Test and experimental pipelines
• etl — Data extraction pipelines
• cleanup — Data cleaning pipelines
• api — API integration pipelines

Filtering by Tags

Click on any tag in the sidebar or on a pipeline card to filter:

• Single tag — Show pipelines with that tag
• Multiple tags — Show pipelines with ANY of those tags

Clear filters by clicking “Clear filters” or clicking the tag again.

Tag Management

From the pipeline list:

1. Click Tags in the sidebar
2. See all tags and their counts
3. Click × on a tag to remove it from all pipelines
4. Click Rename to rename a tag everywhere

Searching Pipelines

Search Bar

Use the search bar at the top to find pipelines:

Searches:

• Pipeline names
• Descriptions
• Tag names
• Utility names used in the pipeline

Examples:

• cleanup — Finds pipelines with “cleanup” in name or tags
• filter fields — Finds pipelines that use Filter Fields utility
• api — Finds tagged pipelines

Advanced Search

Combine search with filters:

1. Search for a term
2. Filter by tags
3. Filter by date range
4. Sort results

Sorting Pipelines

Sort options:

• Name — Alphabetical (A-Z or Z-A)
• Created — Creation date (newest or oldest first)
• Modified — Last edit date (newest or oldest first)
• Used — Last run date (most recently used first)

How to sort:

1. Click the sort dropdown in the pipeline list
2. Select your preferred sort option
3. Toggle ascending/descending with the arrow icon

Bulk Operations

Selecting Multiple Pipelines

Grid view:

• Click pipelines to select them
• Shift+Click to select a range
• Ctrl+Click (Cmd+Click) to select multiple

Table view:

• Click checkboxes to select
• Use “Select all” checkbox to select all visible

Bulk Actions

With pipelines selected:

Pipeline Actions

Individual Pipeline Menu

Click the ••• button on any pipeline to see actions:

Quick Actions

Grid view cards:

• Click pipeline name to open
• Click tag to filter by that tag
• Hover to see action buttons

Table view rows:

• Click anywhere to open (except action buttons)
• Hover row to see quick action icons

Pipeline Metadata

Viewing Pipeline Details

Grid view card shows:

• Pipeline name
• Thumbnail preview
• Tags
• Last modified date
• Step count (number of utilities)

Table view shows:

• Pipeline name
• Tags
• Created date
• Modified date
• Last run date
• Step count

Editing Metadata

To rename:

1. Open pipeline menu
2. Select Rename
3. Enter new name
4. Click Save

To add description:

1. Open pipeline in builder
2. Click the info icon or pipeline name
3. Enter description
4. Click Save

Pipeline Versions

Version History

Each pipeline has automatic version history:

• Every save creates a new version
• Up to 30 versions are retained
• Older versions are automatically cleaned up

Viewing versions:

1. Open a pipeline
2. Click the Versions tab
3. See list of all versions with timestamps
4. Click any version to preview
5. Click Restore to revert to that version

Manual Saves

Auto-save:

• Pipeline saves automatically every few seconds
• No manual save required for basic use

Manual save:

• Press Ctrl+S (or Cmd+S on Mac)
• Creates a named version
• Add a save message for reference

Why manual save?

• Create checkpoints before big changes
• Mark important milestones
• Add context for future reference

Sharing and Collaboration

Share Links

Generate a share link to let others:

• View your pipeline (read-only)
• Copy your pipeline to their account

To share:

1. Open pipeline menu
2. Select Share
3. Copy the share link
4. Send link to collaborators

Share permissions:

• View only — Recipients can see but not edit
• Allow copy — Recipients can copy to their own account

Collaborative Editing

Currently, pipelines support:

• Single editor — One person edits at a time
• Real-time presence — See who else is viewing
• Version history — Track all changes over time

Deleting Pipelines

Soft Delete (Trash)

Deleted pipelines go to trash first:

• Accessible for 30 days
• Can be restored during this period
• Permanently deleted after 30 days

To restore:

1. Click Trash in the sidebar
2. Find the pipeline
3. Click Restore

Permanent Delete

To permanently delete immediately:

1. Move to trash
2. Open trash
3. Click Delete permanently
4. Confirm deletion

Pipeline Storage

Dashboard Mode (Cloud)

Storage:

• Saved to Convex cloud database
• Synced across all your devices
• Automatic backups
• Full version history

Benefits:

• Access from anywhere
• Share with collaborators
• Never lose your work

Demo Mode (Local)

Storage:

• Saved to browser’s localStorage
• Only available on that device
• No cloud sync
• Limited version history

Limitations:

• 5MB localStorage limit
• Cleared when browser data is cleared
• Cannot share pipelines

When to use:

• Testing and experimentation
• Learning pipelines
• Offline work
• Privacy-sensitive data

Next Steps

• Import/Export — Share pipelines as files
• Execution — Running pipelines and viewing results
• Building Basics — Creating pipelines