Add steps to a pipeline

Transforms are configured to form transformation steps in a pipeline. These steps change the format, structure, or values of data uploaded by a dataset. A pipeline may perform any number of transforms in the order determined by the order of the transformation steps.

  1. On the Precisely Quality page, expand the sidebar menu, and click Pipelines Image of secondary navigation Pipelines icon.
  2. In the Name column, find the pipeline that you want to edit.
    In the Search box Image of Search icon, you can enter all or part of a pipeline name to filter pipelines shown in the table.
    Tip: In the Dataset column, you can scroll down to find the dataset for a pipeline.
  3. In the Name column, click the context menu button Pipeline context menu button, then click Edit.
    Alternatively, you can click the pipeline name to edit the pipeline.
  4. Use any of the following methods to add a step to a pipeline.
    ToDo this
    Add first step in new pipeline Click the Add Step Image of add pipeline step button button.
    Add step at the end of existing pipeline Click the Add Step Image of add pipeline step button button.
    Insert step before an existing step Hover over the step, click the shortcut menu button Image of pipeline step shortcut menu button, and click Add Step > Before.
    Insert step after an existing step Hover the pointer over the step, click the shortcut button Image of pipeline step shortcut menu, and click Add Step > After.
    Insert a step between two existing steps Hover the pointer over the connection between two steps, and click the add step button Add step between steps button that appears on the connecting line.
  5. In the Add Step dialog box, click the transformation that you want to add to the pipeline.
    Completing this step displays options for the selected transformation.
  6. In the Step name box, you can edit the name to describe this transformation step.
  7. Configure the remaining options for the transformation.
    Options other than Step name depend on the selected transformation. For more information about transformation options, see Data Quality Transforms.
  8. Optional: Click the Preview button to view affected column values before and after the transformation.
    Optionally, you can first select the Transformation Preview check box to view sample data in the affected columns before and after the operation.
  9. Click Save.
    This adds the transform to the selected location in the pipeline.
  10. Optional: You can drag a transformation step to the left or to the right to change the order in which it is performed.
    Alternatively, you can hover the pointer over a step, click the shortcut menu button Image of pipeline step shortcut menu button, and click the Reorder command to change its order in the pipeline (Move to Beginning, Move to End, Move to Left, or Move to Right).