Edit a transformation or job

Edit an existing transformation or job to rename it, add new steps, edit steps, configure hops, edit properties, reset it, or save it in a different location.

To edit a transformation or job, complete the following steps:

1. Log into the Pentaho User Console.

2. Open Pipeline Designer:

   • If you are using the Modern Design, in the menu on the left side of the page, click Pipeline Designer.

   • If you are using the Classic Design, click Switch to the Modern Design, and then in the menu on the left side of the page, click Pipeline Designer.

   Pipeline Designer opens with the Quick Access section expanded.

3. In the table at the bottom of the screen, select either the Recently opened or Favorites tab.

4. Open a transformation or job:

   1. Search for or browse to the transformation or job, and then click Open.

   2. Click Open files, and then in the Select File or Directory dialog box, search for or browse to the transformation or job and click Open.

5. Edit the transformation or job by taking one or more of the following actions:

   • Rename a transformation or job

     1. In the transformation or job tab, click the name to make it editable.

     2. Type a new name and press Enter.

     Note: You can also change the name of a transformation or job in the properties window. For details see Configure transformation properties or Configure job properties.

   • Add a new step

     1. In the Design pane, search for or browse to a step you want to use in the transformation. You may need to expand sections in the Design pane to find steps.

     2. Drag the step you want to add onto the canvas.

   • Edit steps

     Hover over a step to open the step menu, and then select one of the following options for either a transformation or job:

     Step option	Description
     Delete	Deletes the step from the canvas.
     Edit	Opens the Step Name window where you can configure the properties of the step. Step properties may appear in multiple sections, tabs, or both. Note: To learn more about the step you're configuring, in the lower-left corner of the Step Name window, click Help.
     Duplicate	Adds a copy of the step to the canvas.

     For transformations only, you can select one of the following additional options:

     Step option	Description
     More Actions > Change Number of Copies	Opens the Number of copies dialog box, where you can enter a number or a variable to specify how many copies of the step are processed in parallel when the transformation or job is run. To find a variable, in the Number of copies (1 or higher) box, click the Select variable to insert icon.
     More Actions > Data Movement	Opens a list of data movement options for you to select from to specify how data rows are distributed to the next steps of the transformation or job. Round-Robin is the default setting. Round-Robin: Distributes rows evenly across all parallel step copies using round-robin logic. This setting optimizes load balancing when the transformation includes multiple instances of the next step. Load Balance: Routes rows to the step copy with the lightest processing load. This setting can improve performance when processing times vary across parallel step instances. Copy Data to Next Steps: Sends each row to all parallel step copies. Use this setting when every downstream branch must process the complete dataset independently.

   • Configure hops

     • To add hops between steps, hover over a step’s handle until a plus sign (+) appears, then drag the connection to the handle of another step.

     • Disable a hop by selecting it and clicking the Disable icon.

     • Delete the hop by selecting it and clicking the Delete icon.

   • Edit transformation or job properties

     • In the Canvas Action toolbar, click the Settings icon. The Transformation Properties or Job Properties window opens.

     • Change properties in one or more tabs. For details, see Transformation properties or Job properties.

   • Reset the transformation or job

     Note: Resetting a transformation or job clears all steps and connections from the transformation or job and cannot be undone.

     1. In the Canvas Action toolbar, click the Reset icon. The Confirm Reset window opens.

     2. Click Reset. All steps and connections are removed from the transformation or job.

   • Save transformation or job in a different location

     1. Click Save as. The Select File or Directory dialog box opens.

     2. Search for or browse to the folder in the repository where you want to save the transformation or job.

     3. (Optional) To create a new folder in the repository, click the New Folder icon, and then in the New folder dialog box, enter a New folder name and click Save.

     4. (Optional) To delete a folder from the repository, select the folder and click the Delete icon.

     5. In the Select File or Directory dialog box, click Save. The Save Change dialog box opens.

     6. Click Yes to confirm that you want to save the transformation or job.