You can copy all the objects of a Transaction Template and use it for creating another TransactionTemplate. When you copy a TransactionTemplate, all the accounts, layouts, and mapping used in the Transaction Template will get copied to another TransactionTemplate.
To copy a TransactionTemplate:
- Click Configure > Templates.
On the Templates screen, click > Create Copy.
- On the Create Copy window, provide the name and description of the TransactionTemplate. The name and description of the Transaction Template are generated automatically based on the selected TransactionTemplate. You can edit the Transaction Template name and description that can be up to 48 and 300 characters long.
Click Create Copy to create a copy of the TransactionTemplate.
Info The copied Transaction Template will be in the deactivated state.