Solution Properties
Solution ID:
200415160426436
Last Modified Date:
Thu Jun 11 09:38:20 UTC 2026
Taxonomy Path:
Case category//How do I...
Author:
[email protected]
Create a user-defined batch template
Description
User-defined batch templates allow you to create reusable batch processes for import, export, or capture functions. You must complete all mandatory fields and include at least one filter before you can save the template. Ensure you select all required fields during setup to avoid processing errors.
Cause
Resolution
  1. Go to the Navigation Pane.
  2. Expand Utilities.
  3. Expand Batches.
  4. Double-click User Defined Batches.
  5. Select New.
  6. Select Next to open the wizard.
  7. Complete all mandatory fields.
  8. Select Next.
  9. Enter the required fields.
  10. Select the Batch Instance Type:
    • Import
    • Export
    • Capture
  11. Select Add to include filters.
  12. Define at least one filter.
  13. On the field selection screen, expand the system areas.
  14. Double-click fields to move them to selected fields.
  15. Ensure you include all required fields.
  16. Select Next to review the template.
  17. Select Finish.
  18. Select Save All.
Steps to duplicate
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