What does validate do, and how is it different from Run or Schedule?

What does validate do, and how is it different from Run or Schedule?

Validate checks your automation for completeness and basic correctness. It’s a safety gate you must clear before you can Run now or Schedule. Validation does not place orders or start the strategy.

What Validate does

  • Prompts you to save key details (Name, Description, Tags) via the Save before validation form.
  • Checks the canvas for required inputs and obvious wiring issues (e.g., missing fields, unconnected nodes, invalid choices).
  • If everything is OK, the bottom bar shows Run now (and Schedule if available). If not, you’ll see errors to fix.

How it differs from Run or Schedule

  • Validate: a pre-flight check. Saves details and verifies the setup. No execution, no orders.
  • Run now: starts the automation immediately from the Start node (after a successful validation).
  • Schedule: sets a time/recurrence to start later (also requires a successful validation first).
  • You can click Save to drafts after the first Validate prompt to park work-in-progress and finish later.
  • If validation fails, fix the highlighted nodes/inputs, then validate again. Run now/Schedule appear only after a clean pass.

What If?

ScenarioOutcome
I click Validate and see errors on a nodeFix the highlighted input or connection and validate again; Run now/Schedule stay hidden until it passes.
I validated successfully but don’t want to start immediatelyUse Schedule to pick a start time, or click Save to drafts to finish later.
I only validated—did it place any orders?No. Validation never places orders or reserves margin. Execution begins only with Run now or at your Schedule time.

Last updated: 22 Dec 2025