Create, edit and publish a resource

Every raw material, sub recipe and recipe has a published version and can have a draft. You make changes in the draft, which saves automatically, and the published version stays unchanged until you publish.

Create a resource

1. Open your workspace.
2. In the navigation pane, select + Create new resource, then choose Raw material, Sub recipe or Recipe.
3. Enter a name for the resource, then add any other information you need.
4. Changes save automatically. When you're ready, click Publish.

Edit a resource

1. Open the resource. You'll see the published version, where you can change its name, apply tags and attach files.
2. To make any other changes, click Edit. If the resource already has a draft, it opens with your earlier changes.
3. When you're ready, click Publish to update the published version.

A resource with a draft has an indicator next to its icon in the navigation pane, and an Unpublished changes banner at the top of the resource.

Close or discard a draft

• Click Close to leave the draft and keep your changes for later.
• Click Close and discard draft to delete your changes. The published version is unchanged.

FAQs

Can other users in my workspace see my drafts? No. Drafts are private to you, even in a shared workspace. Other users see your changes once you publish them.

Are draft changes used in other resources or my label data CSVs? No. Only the published version is used. For example, unpublished changes to a raw material don't appear in recipes, calculations or exports until you publish it.

Video tutorial