Configure Batches

Before you can add rows to a batch, you much first configure a new batch that is dependent on a batch template. Batch templates (formerly batch designs) define the workflow, type, and numbering scheme for all batches that use the template. Batch templates also limit the sites that can use the workflow, the fields that are available, some qualities of the fields, commit options, and permissions. The batch template depends upon a batch workflow and a batch numbering scheme. The diagram depicts the typical roles (people) which perform configuration processes (ovals) to create the various parts of a batch (rectangles). After the batch is created, an end user can enter data into the batch through import, data entry, or the API. For details, see Add Data into Batch.