NXT Batch Approvals - add ability to make one Template the default view

I want to quickly review the Appeals in every batch. I approve several batches each morning. Currently for every batch I need to:

  • open one batch

  • then click "Apply Templates"

  • then click on "See all"

  • then click on the template title

  • then click on "Apply"

  • AND then I can review and make any changes record by record for that ONE batch

  • Click Save and review

  • Click Approve

  • Go back to the list of batches

  • Repeat with all the other batches

If I could mark a Template as "Set to default view" and just have it there for every batch without needing to do the 4 steps to set it up it every time, that would be a simple time/sanity saver.

  • Violet McCrady
  • Apr 8 2026
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