Gift Batch Template - Defaults on Batch Template Not Applied to a Batch
We created a gift batch template to apply when reviewing and approving online donation form transactions and installment payment transaction gift batches.
Some of the fields in the batch template are saved with default information, for example acknowledgement status and gift subtype.
Initially, these defaults were showing up when the batch template was applied to an these batches. Now they are no longer being applied and have to manually be changed.
Has anyone else had this issue and is this a known bug that is being worked on? It is an important time saver that saved defaults in all gift batch template are applied when used.
-
Cindy
- Jun 12 2026
- Will not implement
Related ideas
The issues is related to online gift batches that are created by NXT.
We created a batch template specifically for these online gift batches to add in columns that were previously in the "form style" review layout. We added new columns and set defaults for them, for example gift sub-type and acknowledgement status.
It seems like the defaults for these columns do appear when the batch template is applied to donation form transaction batches but not to installment payment transaction batches.
Would it be possible for this functionality to be implemented? I understand why details in some columns should not be overwritten. It would be helpful and time saving if others like gift sub-type and acknowledgement status are filled in when that is saved in a batch template.
I just want to clarify how batch templates work to see if that is part of the confusion. When you apply a template to a batch, the setup and structure of that batch will change to look like the template. Columns will show or hide and the order will be respected. Any defaults that you have in the template will take effect on new rows only, it is not setup to overwrite or add data to existing rows. That work is planned as part of a "batch global change" or batch global update work we have coming up.
I understand Kristy! 😄 We also have some batch templates marked to do not acknowledge and gift sub type default info that does not always fill in when the batch template is applied.
I give up! 🤪I keep hitting enter and it posts! I just need the default to come over in the batch! So sorry for all the comments!
oops did not finish the previous comment. I meant to say
Yes! We have a recurring batch template that we want marked do not acknowledge and it is marked that way in the template but does not