After re-loading the batch list the current batch is not pre-selected in 4.0

In version 3.0 when you select the down chevron on a batch line in the batch entry screen and edit the batch, and then save and close the batch and the same batch is still selected when you navigate back to the batch entry screen. In 4.0 all of the chevron's are collapsed when you navigate back to the batch entry screen.

This occurs because the Datalist feature of the batch page was replaced by a more versatile Listbuilder feature, which includes much more robust filtering and sorting capabilities than the older Datalist feature.  

It is possible to revert the functionality of the batch page, if maintaining focus on the selected batch is a higher priority than the filtering and sorting capabilities of the Listbuilder.  To do so:

  1. From the batch entry screen, toggle Design Mode = On
  2. Under the "Uncommitted/Committed Batches" tabs, click 'Properties'
  3. Under the "Appearance" node, select a 'Section Type' = 'Datalist'
  4. Click 'Save'
  5. Toggle Design Mode = Off

Steps to Duplicate

1. Click Revenue Tab
2. Click Batch Entry
3. Edit any Batch
4. Click Save and Close
5. Page re-loads and no batches are selected 


 Blackbaud CRM

Was this article helpful?