Edit or Remove a Phantom without Losing Data or Breaking your Setup

This guide explains how to edit a Phantom’s setup or permanently remove a Phantom from your workspace. You’ll also learn how to avoid issues when deleting Phantoms that are used as part of a multi-step automation.

Update a Phantom's setup

You can edit a Phantom at any time to change:

  • The data you’re working with.
  • Its launch behavior.
  • How often it runs.

To update a Phantom:

  1. Go to your Dashboard and find the Phantom you want to update.
  2. Click the three dots on the Phantom card and select Setup.
    ex-phantom-setup-menu.jpeg
  3. Make your changes, then click Save & close.
    ex-phantom-updating-settings.png

Your updated settings will be applied immediately. If the Phantom is scheduled, it will follow the new behavior from the next launch. 

Delete a Phantom from your workspace

Deleting a Phantom will permanently remove:

  • Its setup and configuration.
  • Past launch history.
  • Any saved result files.

Before deleting:

  • Export any important data from the Results tab.
  • Check that no other Phantoms depend on it (especially if it’s used in a chained setup).

To delete a Phantom:

  1. Go to your Dashboard and find the Phantom you want to delete.
  2. Click the three dots on the Phantom card and select Delete.
    ex-phantom-deletion.jpeg
  3. Confirm when prompted.
    phantom-deletion-warning-message.jpeg

Once deleted, the Phantom cannot be recovered.

Pause or stop a Phantom without deleting it

If you don't want to delete the Phantom, but want it to stop running:

  • Toggle off its scheduled launches.
  • Stop any active runs from the Console page.
  • Review chaining if it’s part of a larger multi-step setup. 

→ See how to Stop or Pause a Phantom and Understand What Happens Next

 

Was this article helpful?

0 out of 0 found this helpful