Copy a batch template
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1.
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From the Batch page in Administration, click Batch entry. The Batch Entry page appears. |
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2.
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Under Configuration, click Batch templates. The Batch Templates page appears. |
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3.
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In the Batch templates grid, click the double arrows next to the template you want to copy. From the expanded row that appears, click Copy on the action bar. The Copy batch template screen appears. |
Tip: You can limit the batch templates that appear in the Batch templates grid to those of a specific type of data. To filter the grid, click Filters and, in the Category field, select the category by which to filter the batches. To display inactive batch templates in the grid, mark Include inactive. To view the batch templates that meet the specified filters, click Apply.
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4.
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Enter a unique name and description to identify the new batch template. |
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5.
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Click Save. You return to the Batch Templates page. In the Batch templates grid, the new batch template appears. |
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6.
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Edit the new batch template as necessary. For example, adjust the selected fields or field defaults. For information about how to edit a batch template, see Edit a Batch Template. |