Error: At least one threshold should be defined when checking for duplicates- when editing batch template

When editing batch templates, you may receive the message, "At least one threshold should be defined when checking for duplicates." The below steps walk you through how to update the constituent match threshold to be able to save your batch template.
This error occurs when you have selected Check for records that match existing constituents but you have not defined an action as seen here:

Screenshot of action not selected when editing batch template

To correct, follow the below steps to Use global settings or to define an Action:
  1. From the Edit batch template, click Configure options
  2. Click Constituent matching tab
  3. Select either Use global settings OR Check for records that match existing constituents
  4. If you select Check for records that match existing constituents, you have to also select Process automatically and/or Review constituents
  5. Save
Example:

User-added image

Steps to Duplicate

  1. Go to Revenue > Batch Entry > Batch Templates > Constituent Update batch
  2. Click the Double Green arrows next to the template name and click Edit
  3. Make changes and receive error:
Error: At least one threshold should be defined when checking for duplicates

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