The table below explains the items on the Customize fields for batch screen. When you create a batch template, you assign security permissions to customize fields within a batch based on system roles. When you do not have rights to customize fields within a batch, the Available fields frame is disabled, and you can only edit field defaults. For more information about how to access this screen, see Customize the Fields in a Batch.
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Screen Item |
Description |
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Available Fields |
The Available field options box lists all fields available to include in the selected batch template. When a + symbol appears next to an entry in the Available fields options box, you can click the + symbol to see the field names grouped under the heading. |
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Selected Fields |
The Selected fields column displays the fields to appear as columns on the data entry screen of the batch. Additional columns display the default value for the field and whether the field is hidden or required in the batch. To add a field to the Selected fields column, select the field in the Available field options box, and click the right arrow. When an item appears in the Selected field column, it is disabled in the Available field options box. To remove a field from the Selected fields column, select the field in the column and click the left arrow. The order the fields appear in the Selected fields column is the same order they appear on the data entry screen. To change the order of the fields, select the field in the column and click the up or down arrow button to move it up or down the list. |
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Field defaults |
You can assign a specific default value to a selected field or checkbox. Your selections in the Field defaults frame appear as a default for each entry of the field or checkbox in the batch. Defaults are guidelines you set up to simplify data entry. For example, when you create a constituent batch to track only constituents from South Carolina, select the State field in the Selected fields column and select "SC" in the State field in the Field defaults frame. Every time you add a new constituent record to the batch, "SC" automatically appears as the state. When you set a default value for a field or checkbox and do not expect its value to change for any record in the batch, you can hide the field or checkbox. A hidden field or checkbox does not appear on the data entry screen of the batch. To hide a field or checkbox, select it in the Selected fields column and select Hidden in the Field defaults frame. To make a field or checkbox required, select it in the Selected fields column and select Required in the Field defaults frame. Some fields are automatically marked as Required, as specified by the selected batch type. When a field is required by the selected batch type, you cannot deselect its Required settings. |