Select fields and defaults
The Add a batch template screen includes a series of tabs designed to walk you through the process of creating a batch template.
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1.
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From the Add a batch template screen, click Select fields and defaults. The Select fields and defaults 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.
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Under Select fields and defaults, in the Template use field, specify how the template is used. This field is enabled only with certain batch types. |
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Select “Batch entry and import” to make the template available for both importing and batch entry. |
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Select “Batch entry only” to make the template available only for batch entry. |
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Select “Import only” to make the template available only for importing. When you select this option, the template is not available for selection when creating a new batch. |
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In the Available field options box, a list of all the fields available to use in the batch template appears. The selected batch type determines which fields appear in this box. When a + symbol appears next to an entry in the Available field options box, you can click the + symbol to view a list of field names grouped under the heading. |
In the Selected fields box, fields required by the selected batch type are marked Required. Any fields that cannot be removed from the Selected fields box are marked Locked. Add any additional fields to include in the batch template. To move fields to the Selected fields box, select them in the Available field options box and click the right arrow. You can select multiple fields and move groups, and move entire folders. When a field appears in the Selected fields box, it is disabled in the Available field options box.
Note: To move fields to the Selected fields box, you can also drag and drop them from one box to another.
Note: When you design a constituent batch, you can select to add the Constituent security attribute field. When you add this field and select a security group as a field default or during batch data entry, only users in the selected security group can manage constituent records created during batch committal.
Note: When creating an Event Registrant template, when you select a status of “Registered (will not attend),” the application automatically sets the Attended field to “No.”
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The order of the fields in the Selected fields box is the order the fields appear in the batch. Once you select all the fields to use in the batch, use the up and down arrows to arrange their order. You can also drag the fields up and down to arrange their order. |
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Under Default value, set the default setting for the fields or checkboxes in the Selected fields box as necessary. |
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a.
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To set a default setting for a field, select it in the Selected fields box and, under Default value, enter its default value. |
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To mark a checkbox in the Selected fields box by default, select it in the Selected fields box and, under Default value, mark its checkbox. When you enter data into the batch, the selected checkbox is automatically marked. For example, when you include the Do not send mail to this address checkbox in a constituent batch and want it automatically marked in the batch, select it in the Selected fields box and mark its checkbox under Default value. |
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When you set a default value for an item in the Selected fields box and do not expect its value to change for any record entered in the batch, you can hide the field. When you hide a field or checkbox, it does not appear in the batch for data entry. Records added to the batch automatically include the default value. To hide a field or checkbox, select it in the Selected fields box and mark Hidden under Default value. |
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To make a field or checkbox required in the batch, select it in the Selected fields box and mark Required under Default value. |
Note: Some fields are automatically marked as Required, as specified by the selected batch type. When the batch type requires a field, you cannot deselect the Required checkbox for the field.
Tip: To prevent the creation of blank address records, we recommend you delete default address information from the batch row when you add a record with no address data.
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Click Next to move to the Configure options tab. |