Create or edit the ticket template for the BatchXfer record

The Batch Transfer application can apply a set of default values when the Controller creates new Batch Transfer pending tickets.

You can create a template for each individual Batch Transfer record from one of two locations:

• The Batch Transfer (batchxfer) table, with an individual batchxfer record highlighted

• The batchxfer record

To create or edit a Batch Transfer Ticket template

1. From one of the dialogs listed above, select Functions > Modify Batch Transfer Ticket Template.

   The Modify Batch Transfer Template dialog appears.

   

2. Enter or change the default information that you would like to see on all pending tickets in the template.

3. Optional: If there are custom fields configured for the system, select the Custom Fields tab.

   The Customs Fields tab appears and displays any custom fields configured for the system.

   

   Note: The custom fields listed under the Field Name are not editable. Default values for the custom fields are entered into the fields under the Value. Custom fields are specified during the installation process and cannot be changed by the Administrator.

4. Optional: For each custom field, enter a default value in the corresponding Value field.

5. Select Save.

   After saving, the system validates the template to ensure pending tickets are not populated with erroneous values. If no validations fail, a confirmation message box will appear to inform you that your changes have been saved.

   

6. Select Ok to dismiss the dialog.