Data Items Tab

The Item Grid

The left-hand panel lists every item this template will send when it runs. Each row shows a best-effort label — usually the first text field the item has, or "Item 1", "Item 2", and so on if nothing suitable is found. Click a row to load it into the property editor on the right.

Add

Clicking Add creates a new item and selects it automatically. What the new item's fields start out as follows a fixed order of preference:

1. If a pattern is saved on the Templates tab's Item sub-tab, the new item is a copy of that pattern.
2. Otherwise, if the grid already has at least one item, the new item copies the first item's fields but with all the values cleared out (the shape is kept, the data isn't).
3. Otherwise — an empty grid and no saved pattern — the new item starts completely blank.

In practice: set up the Templates tab's Item pattern once for a template you'll be adding many similar items to, and every subsequent Add gives you the right shape immediately instead of an empty form.

Delete

Removes the currently selected item from the list. The previous row (or the next one, if you deleted the first row) is selected automatically so you're never left with nothing selected.

Duplicate

Unlike Add, Duplicate copies the selected item exactly as it is — values included, not stripped. The copy is inserted directly after the original and selected. Use this when you need several near-identical items and only a couple of fields differ between them.

Reorder

Drag an item to a new position (or use the up/down controls) to change the order items run in. The list re-numbers itself immediately.

The Property Editor

Whatever item is selected in the grid is shown as an editable form on the right, field by field:

• Simple fields — text, numbers, and true/false values — appear as ordinary text boxes, number inputs, and checkboxes. Change one and it's saved into the item immediately.
• Nested fields — a field whose value is itself an object (not a plain value) — show as a read-only summary with an Edit button next to them. Click Edit to drill into that nested object's own fields, with a breadcrumb at the top so you can find your way back out to the parent item. You can drill down through as many levels of nesting as the data actually has.

Attachments

Some items include file attachments (for example, a document to send along with the run). Small files are stored directly inside the item. Anything above roughly 1 MiB is too large to store inline — the property editor uploads it through the normal document upload flow instead and keeps a reference to it in the item. You'll see a note in the field ("file too large, will be uploaded separately") rather than the upload silently changing how the field looks.

Data Items → Json Sub-Tab

Underneath the grid and property editor is a Json sub-tab showing the entire item list as one raw JSON array. It's kept in sync both ways with the grid view above — edit here and the grid updates; edit a field in the grid and this JSON updates. Use it when you want to paste in a large batch of items at once rather than adding them one by one.