Create, save, and copy workflows

Create a workflow

1. Open Workflows → New workflow.
2. Enter a name and description that explain the operational goal.
3. Select an execution account for the first transaction step.
4. Add its transaction or ordered batch.
5. Add dependencies, conditions, or checkpoints when the sequence requires them.
6. Resolve validation errors and select Save changes.

The editor autosaves draft state, including incomplete work. Save changes creates an immutable revision only when the definition is strict-valid.

Continue editing

The next edit starts from the saved revision. Saving again creates another revision without changing the definition used by existing runs. Revision numbers appear in audit and detail views but are not part of the workflow’s everyday name.

Copy a workflow

Copy when you want to adapt someone else’s workflow or create a variant without changing the original:

1. Open the source workflow.
2. Select the copy or fork action.
3. Rename the new workflow.
4. Review every account, target, variable, and dependency.
5. Save the new workflow when valid.

Only the workflow’s author can edit it. Other members should copy it first.

Recover from an edit conflict

If txcast reports a stale draft or revision conflict, another save or publication occurred after your page loaded. Refresh, compare the current draft, and reapply your intended change. Avoid overwriting a teammate’s incomplete work.