Copy a Batch Template

With Batch entry, you can easily create a new batch template based on a template already in your database. When you copy a batch template, you create a new batch template with the same batch type and workflow and same selected fields and field defaults as the selected batch template. This saves you time, as you do not need to recreate the field selection already used in another batch template. Once you create the new batch template, you can edit it, such as to adjust the selected fields or field defaults.

Copy a batch template

 

 

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