Drafts, versions and activation

Template bodies and layouts have version histories. Saving, cloning and activating perform different operations.

An item can exist without an active version. Generation needs the intended active design. Select image to enlarge.

Action	Result
Save a new template/layout	Create the item and its first draft version
Save a loaded draft	Update that draft's content; do not create a new version each time
Clone a version	Create a new draft version from the current editor content
Activate a version	Make that version the active published choice
Load a version	Inspect/select its content in the editor; loading alone does not activate it
Clone a template from the list	Start a separate template with its own code and identity

Publish a controlled revision

1. Open the template's Versions tab.
2. Identify the loaded version and the Active/Draft/Published indicators.
3. For a published or active body, choose Clone v… to create an editable draft.
4. Edit and Save the draft. Review the body, Input JSON, metadata and layout.
5. Preview the result with representative values.
6. Choose Activate v… for the version approved for use.
7. Check the list's version badge and Generate output.

Published/active bodies are immutable. Editing a template's descriptive settings is separate from rewriting its published body. If a body save is refused, clone it to a draft instead of repeatedly retrying the published version.

Select an earlier design

Load and review the earlier version, then activate it when that is the desired change. Later drafts remain distinct from the selected active version. Check the layout's active version too: a correct body combined with an unintended layout can still produce an unexpected document.

A browser preview can include unsaved content. Do not treat it as proof that the saved active version has changed.