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You can copy all the objects of a Transaction and use it for creating another Transaction. When you copy a Transaction, all the accounts, layouts, and mapping used in the Transaction will get copied to another Transaction.

To copy a Transaction:

  1. Click Configure Templates.
  2. On the Templates screen, click Image Added > Create Copy.

  3. On the Create Copy window, provide the name and description of the Transaction. The name and description of the Transaction are generated automatically based on the selected Template. You can edit the Transaction name and description that can be up to 48 and 300 characters long. 

    Image Added

  4. Click Create Copy to create a copy of the Transaction.

    Info
    The copied Transaction will be in the deactivated state.