Prioritize Automatic Transaction Templates dialog

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Use the Prioritize Automatic Transaction Templates dialog to specify the order in which the application should create transactions that are set up to be created from templates with the Automatic frequency.

In the Template tab of the Setup > Transaction Templates screen, click the Prioritize Automatic Transaction Templates link.

Note: The Prioritize Automatic Transaction Templates link is available only for saved transaction templates that are set up with an Automatic frequency.


To change the order of the templates listed in the grid, select the template you want to move by clicking the blank column to the left of the Template ID column for that template, and then use the arrow Down arrow button Up arrow button buttons to place it in the desired position.

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