Draft Pipelines

Last updated on Dec 05, 2022

Whenever you start to create a Pipeline but either exit the Hevo UI half-way through or need to invite a team member to complete some of the configurations for you, Hevo saves that Pipeline in Draft status. This applies to Pipelines created using any Source, REST API, or webhook. You can come back and resume from where you left-off, or share the draft Pipeline in the current state with your team member(s).

You must have at least selected the Source and entered any of its configuration settings, for the Pipeline to be saved as Draft.

Draft Pipeline Scenarios

Hevo automatically saves your Pipelines in Draft status in the following scenarios:

  • When you click the CANCEL button at the top right of your Hevo UI after having selected at least the Source and specified some of its configuration settings.

    Shopify config screen

  • When you move away from the Pipeline configuration task by clicking on TRANSFORM, ACTIVATE, or DESTINATIONS tab in the Asset Palette.

    Asset Palette

  • When you close the browser tab or window in which you were setting up the Hevo Pipeline.

The incomplete Pipelines that Hevo saves are identified with a DRAFT label and are visible in the Pipeline List View of your Hevo UI.

Pipeline List View

Resuming a Draft Pipeline

You can always come back and resume Pipeline creation from where you left off. However, you are redirected to the Source configuration page when you resume. This is done because your Source account credentials or settings may have expired or may need reauthorization by the time you resume the Pipeline creation. For example, let us suppose that you selected the Stripe Source, specified its configuration settings, such as Pipeline name, API key, and historical sync duration, selected the objects that you wanted to replicate, selected the Amazon Redshift Destination, and then, exited the Hevo UI while entering the Destination configuration settings. When you resume the Pipeline creation after some time, you are redirected to the Stripe Source configuration screen, but all your Source settings, objects selections are saved. Therefore, once you test the connection to your Source, you can quickly move to where you left off, and proceed with configuring your Amazon Redshift Destination that Hevo had saved as Draft.

Draft Destination

Note: Draft Destinations are not visible in the Destinations List View as they were being created as part of a Pipeline and cannot be available for use to any other Pipeline yet. You must configure the Destination from a draft Pipeline for it to be visible in the Destinations List View.

Sharing a Draft Pipeline

You can choose to share a draft Pipeline with your team member(s) if you want them to configure it for you at any stage. Hevo sends them an email with the link to the draft Pipeline. They can click the link to open the Pipeline in the Source configuration page, where they must re-test the Source connection to proceed with Pipeline creation using the saved details.

To share your draft Pipeline, do one of the following:

  • Click the Share ( Share icon ) icon above the Pipeline Name field.

  • Click the SHARE button in the side-by-side setup guide.

Share icon

Deleting a Draft Pipeline

You can delete the draft Pipeline if you do not wish to continue with it. However, you must remember that a deleted Pipeline cannot be restored.

To delete a draft Pipeline:

  1. In the Pipeline List View, click DELETE corresponding to the draft Pipeline that you want to delete.

    Delete Draft Pipeline

  2. In the confirmation dialog that appears, click YES, DELETE THIS PIPELINE.

    Confirmation dialog

See Also

Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Aug-30-2022 1.96 New document.

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