This support article will walk the user through the steps on how to change, rename or delete an encoder workflow from the Switchboard Account.
Why would you need to Rename your Encoder Workflow?
- You've decided to use a new encoder and want to keep the workflow set up.
- Your Switchboard Account has more than one encoder workflow with the same name, it may make sense to rename the workflow to help identify each one better.
Take a look at this account below.
- It has 3 OBS encoder workflows, two of the workflows will be used by two separate team members, and the main Switchboard Account holder will use one.
- To further identify the encoder workflow and avoid confusion, we often recommend renaming each encoder workflow.
Rename the Encoder Workflow
Click the "CONFIG" button located below the confidence monitor.
Type the new name in the field.
You can even change the color of the source reference.
Next to the Source Name, click the color code Icon.
Choose a color from the palette.
Delete an Encoder Workflow
Read this before you delete an encoder workflow from your Switchboard account.
You actually might not need to delete the encoder workflow from your Switchboard account. If you've decided to go with a different encoder, you can simply grab the streaming information (Server URL & Stream Key) located below the confidence monitor and paste it into your new encoder.
A workflow scenario could include something like this:
Monday, you can use Zoom, and Tuesday, you can use OBS. Both encoders are configured for the same Switchboard encoder workflow, but you can alternate between the two. You can’t have ZOOM and OBS streaming to the same encoder workflow simultaneously. ( Depending on your subscription type, you can have more than one encoder workflow to your Switchboard Account)
Keep in mind, it is most important that you are using the correct Server Region for your location. Grab the Server URL and Stream Key and paste them inside the settings of the new encoder workflow that you are using.
CAUTION: You will lose any Destination Groups that were part of the deleted workflow.
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Important Concept
- Remember, each workflow is independent of the other and houses its own destinations.
- If you delete the workflow, the destinations in the workflow will return to the destination manager page.
- The destination manager page is the location that lists all of the destinations that exist in your Switchboard Account.
- Destinations in your Switchboard account exist on a workflow or the destination manager page.
- Remember, each workflow is independent of the other and houses its own destinations.
How to delete an encoder workflow from your Switchboard Account
Pro tip: If you have a lot of workflows in your Switchboard account of the same type, we recommend you rename the workflow to "delete workflow" before going through the steps of removing the workflow.
Main Menu top left.
Click on the Switchboard logo.
The Workflow Overview Page will open.
Locate the encoder workflow that you would like to remove from your Switchboard Account.
Press the "CONFIG" button.
Press the "Remove Workflow" button.
What should you do if you've accidentally deleted the incorrect workflow from your Switchboard Account?
You'll need to create a new encoder workflow and grab the new streaming information(Server URL and Stream Key) located below the confidence monitor and put this information into the encoder streaming settings.
The step-by-step instructions can be found in this support reference:
How to Add More Encoder Workflows to a Switchboard Account
Make sure to test the connection between the newly added encoder with your Switchboard Account. Turn on the encoder, and verify that the video is present on the Switchboard Cloud Confidence monitor.