Saving Pipelines

The Pipeline auto-save feature is no longer available in this update.  Now when you add or change a Pipeline, you must manually save Pipeline changes.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Profitability and Cost Management, Tax Reporting 

To save a Pipeline stage or job, navigate to the Pipeline page, add or change any stage or jobs definitions and then click Save to store the Pipeline definition.

Image Shows The Pipeline Page With The New Save Icon.

Image Shows The Pipeline Page With The New Save Icon.

If there are any unsaved changes in the Pipeline, the message Unsaved is shown beside the Save icon. When the Pipeline is saved, the Unsaved message is changed to Saved.

To cancel or undo any changes made in the Pipeline without saving changes, click Cancel or click Refresh Pipeline:

Image Shows The Reset Icon.

Image Shows The Reset Icon.

Business Benefit: You have better control over what and when changes are made when a manual save is required.

Key Resources