The Add a batch template screen includes a series of tabs designed to walk you through the process of creating a batch template.
| 1. | From the Add a batch template screen, click Let's get started. The Let's get started tab appears. For more information about how to access the Add a batch template screen, see Add a Batch Template. |
Tip: Use Previous and Next to move between the tabs, or click the links at the top of the screen. A blue circle indicates the tab you are currently using. When required information is missing, a yellow warning appears.
| 2. | In the Workflow name field, select the workflow to use with this template. This field displays all workflows in your database that have a status designated as an initial state. When the workflow you want does not appear in the drop-down list, you can add the workflow to the database. For more information about batch workflows, see Configure Batch Workflows. |
| 3. | In the Numbering scheme field, select the numbering scheme to use with this template. You can also select to add a new numbering scheme from this field. |
When you use a global numbering scheme (one that has been marked required), the Numbering scheme field displays the name of the global scheme and is disabled. For more information about numbering schemes, see Configure Batch Numbering Schemes.
| 4. | Select Enable auto-save when you want the batch to automatically save each row as you work. |
| 5. | Click Next to move to the Select fields and defaults tab. |