On the Batch Templates page, you manage the batch templates used to create batches. Batch templates define basic information about the batch, such as fields included in the batch and default values for the fields.
When you create a batch template, you select the batch type (such Constituent) and a workflow. The workflow defines the process a batch goes through during the add or update process.
To access the Batch Templates page, click Batch entry in Administration. From the Batch Entry page, click Batch templates under Configuration.
The Batch templates grid displays all batch templates currently in your database. To limit the batch templates that appear in the grid to those of a specific type of data, click Filters on the action bar. The Category field appears. In the Category field, select the category by which to filter the templates and click Apply. For example, if you manage multiple batch types and want to view only templates for constituent batches, select “Constituent” and click Apply. You can also select whether to include inactive batch templates in the grid. To update the information that appears in the grid, click Refresh on the action bar.
When you create a batch template, you select the batch type, numbering scheme, and workflow, and specify any additional fields and defaults to use in the batch’s records. From the grid, you can perform several tasks to manage your batch templates.
Tip: You can use the same batch template for multiple batches.