The Five Tabs — Overview
However you opened it (see Creating a Template), the template editor always has the same five tabs across the top. Nothing is hidden or simplified for the "create" path — every tab is fully editable from the moment the template is new.
The Tab Bar
The five tabs are always shown in this order. Think of them as five different views onto the same saved template — Basics for identity and behavior, Json and Data Items for the actual input data (two views of the same thing), Render Options for attaching a form, and Templates for the pattern new Data Items are cloned from.
| # | Tab | What It's For | Deep Dive |
|---|---|---|---|
| 1 | Basics | Name, Description, Slug, and the icon/image shown for this template — plus the Concurrency Behavior switch (Allow/Block) that controls whether two Execute clicks can run at once. | Executing a Template covers Concurrency Behavior |
| 2 | Json | The template's entire saved configuration as one raw JSON document — everything the other tabs edit, in one place, for anyone who prefers to type JSON directly. | — |
| 3 | Data Items | The list of input records this template will run with — add, remove, duplicate, and reorder them, then edit each one's fields in a form instead of raw JSON. | Data Items Tab |
| 4 | Render Options | Attach an Atlas Form so a Data Item is filled in and reviewed through a proper form screen instead of the raw property editor. | Render Options & Templates Tab |
| 5 | Templates | A single "Item" pattern used as the starting point whenever you click Add on the Data Items tab. | Render Options & Templates Tab |
How the Tabs Relate to Each Other
The Json tab and the Data Items tab are not two separate pieces of data — they're two ways of looking at the same Configuration that gets saved with the template. Edit a field in the Data Items property editor and the change appears in the Json tab's raw text immediately (and the other direction too). Use whichever one is faster for the change you're making: the property editor for quick field tweaks, the Json tab for pasting in a large block of data at once.
The Templates tab's "Item" pattern only matters at the moment you click Add on the Data Items tab — it decides what a brand-new item starts out looking like. It has no effect on items that already exist.