---
title: "Batch Config Portal overview"
slug: "batch-config-portal-overview"
updated: 2026-10-09T18:17:29Z
published: 2026-10-09T18:17:29Z
canonical: "help.quickbase.com/batch-config-portal-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Batch Config Portal overview

The Batch Configuration Portal is where you view and manage the **batch configurations** for your Quickbase Extensions. A batch configuration lists the parameters a batch run of an extension may use and the values each of those parameters is allowed to have. You open it from the Extensions Portal.

*Available to:* all roles that can open **My Extensions** in the Extensions Portal.

## Why batch configurations exist

Batch configurations are part of [Quickbase enhanced security](https://help.quickbase.com/quickbase-extensions/docs/en/enhanced-security-overview) for Quickbase Extensions.

A batch processor runs in the background. It's usually started by a Quickbase email notification that sends the extension's batch arguments (for example, the value of a Batch Processing Arguments formula field) to the extension's batch address. No user is signed in while it runs, so there's no one to confirm the request. Instead, the batch arguments include **configid=** followed by a **Config Key**, and on every batch run the extension checks the run's parameters against the configuration with that key. If the key is missing, or a parameter has a value the configuration doesn't allow, the run stops with an error.

This protects the parameters that matter most, especially the ones that decide where an extension writes its output. For example, **faid** controls which file attachment field Exact Forms Plus saves the finished file to. When **faid** is locked to the field you chose, a changed formula or notification can't send the file somewhere else.

For most batch extensions, the installation wizard creates a configuration from the parameters it puts in the batch arguments field and adds the matching **configid=** to that field. Image Resizer/Rotator is the exception: its wizard doesn't create a configuration yet, so [submit a technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support) to have the first one created. Use the Batch Configuration Portal to see your configurations, give them names, change their allowed values, add parameters, and create more configurations.

### Which extensions use batch configurations

| **Extension** | **Installation wizard creates a configuration?** | **Batch runs check the configuration?** |
| --- | --- | --- |
| [XL Docs](https://help.quickbase.com/quickbase-extensions/docs/en/xl-docs-batch-processing) | Yes | Yes |
| [PDF Stamper](https://help.quickbase.com/quickbase-extensions/docs/en/setting-up-batch) | Yes | Yes |
| [QB Maps](https://help.quickbase.com/quickbase-extensions/docs/en/batch-features-and-functionality) | Yes | Yes |
| [Exact Forms Plus](https://help.quickbase.com/quickbase-extensions/docs/en/efp-batch-processor-overview) | Yes | Yes |
| [JuicedSign](https://help.quickbase.com/quickbase-extensions/docs/en/batch-processing) | Yes | Yes |
| [PDF Merger](https://help.quickbase.com/quickbase-extensions/docs/en/pdf-merger-email-notification-setup) | Yes | Yes |
| [Package Builder](https://help.quickbase.com/quickbase-extensions/docs/en/package-builder-run-in-the-background) | Yes | Yes |
| [Image Resizer/Rotator](https://help.quickbase.com/quickbase-extensions/docs/en/image-resizer-rotator-batch-processing) | No. [Submit a technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support) to have the first configuration created. | Yes |
| [Docusign for Quickbase](https://help.quickbase.com/quickbase-extensions/docs/en/docusign-batch-create-email-notification) | Yes, but only so the extension is listed in the portal. Docusign for Quickbase isn't offered in a Quickbase package yet. | No |
| EZ File Importer | Yes, but only so the extension is listed in the portal. EZ File Importer isn't offered in a Quickbase package yet. | No |

Extension names link to each extension's batch article. For each extension's batch arguments field and where you see a failed check, see [Extensions that check batch configurations](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-use#extensions-that-check-batch-configurations).

## Get started

1. Set up the extension for batch processing with the [installation wizard](https://help.quickbase.com/quickbase-extensions/docs/en/juiced-add-on-installation-wizard-overview). The wizard creates the extension's first batch configuration and adds **configid=** with its Config Key to the batch arguments field, for example **XL Docs Batch Processing Arguments**. For Image Resizer/Rotator, [submit a technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support) to have the first configuration created.
2. Open the Batch Configuration Portal from **Quick Links**. See [Open the Batch Configuration Portal](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-overview#open-the-batch-configuration-portal).
3. On **Batch Add-Ons**, select **Go To Configs** on the extension's row. Find the configuration whose **Config Key** ends with the same 8 characters as the **configid=** value in your batch arguments.
4. Give the configuration a name so you can find it again. See [Name a configuration](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-manage#name-a-configuration).
5. Select **Go To Values** to check its parameters and allowed values.
6. Whenever you change a value in your batch arguments (for example, to save the output to a different field), add the new value to the configuration first. See [Change allowed values](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-manage#change-allowed-values). Otherwise the next run stops with a mismatch error.
7. If a run stops or seems to do nothing, see [Batch Config Portal messages and troubleshooting](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-messages).

## Open the Batch Configuration Portal

1. Sign in to the Extensions Portal. You land on **My Extensions**. If you belong to more than one company, select the company first in the **Select a Company** window. The portal shows the configurations of the company you selected.
2. Find the **Quick Links** card. It has two links: **Invite User** and **Batch Configuration Portal**.
3. Select **Batch Configuration Portal** (link icon). A window titled **Batch Configuration Portal** opens over the page and shows the **Batch Add-Ons** list.

To close the window, select the close (**X**) button in its title bar. Clicking outside the window or pressing Esc doesn't close it. Each time you open the window, the portal loads again from the start, so you always see the latest configurations.

A loading spinner covers the window while the portal loads or saves data.

## The screens

Every screen has the header **Batch Configuration Portal**. You move between three screens with buttons, from the list of extensions down to a single configuration's parameters.

### Batch Add-Ons

The first screen, headed **Batch Add-Ons**, lists each extension that has at least one batch configuration.

| **Column** | **What it shows** |
| --- | --- |
| **Add-on** | The extension's name, for example Exact Forms Plus. |
| **# of Configurations** | How many batch configurations the extension has. |
| (button, no heading) | **Go To Configs** opens the extension's **Configurations** screen. |

The list is sorted by **# of Configurations**, most first. An extension appears here once it has a configuration, which normally happens when you set it up for batch processing with the installation wizard. You can only create a configuration for an extension that's already listed on **Batch Add-Ons**, because **Add New** is on the extension's **Configurations** screen. If an extension you use isn't listed (for example, Image Resizer/Rotator, whose installation wizard doesn't create a configuration yet), [submit a technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support) to have its first configuration created. Include the extension's name and the app it's set up in.

If your company has no batch configurations yet, the portal shows *You do not yet have any Batch Configurations - please install a batch add-on into one of your Quickbase applications first.* in place of the list.

### Configurations

Select **Go To Configs** to open the extension's configurations. The heading shows the extension's name followed by **Configurations**, for example **Exact Forms Plus Configurations**. Select **Back** to return to **Batch Add-Ons**.

| **Column** | **What it shows** |
| --- | --- |
| **Config Key** | The configuration's unique key, shortened to *...* and its last 8 characters (in italics), with a copy icon. Hover over the key to see the full key in a tooltip. Select the key or the copy icon to copy the full key to your clipboard. This is the value you use after **configid=**. |
| **Name** | A name you give the configuration so you can tell configurations apart. New configurations have no name. Select the cell to type a name. |
| **# of Parameters** | How many parameters the configuration checks. |
| (buttons) | **Go To Values** on each row opens the configuration's **Configured Parameters** screen. **Add New** in the column header creates a new configuration. |

The list is sorted by **Config Key**.

### Configured Parameters

Select **Go To Values** to open a configuration. The heading reads **Configured Parameters**, a hyphen, then the configuration's name (if it has one) and the last 8 characters of its key, followed by a copy icon. Select the heading to copy the full Config Key. Select **Back** to return to the **Configurations** screen.

| **Column** | **What it shows** |
| --- | --- |
| **Parameter Name** | The name of a batch argument the configuration checks, for example **faid** or **appid**. Names aren't case-sensitive: *AppID* and *appid* are the same parameter. |
| **Allowed Value(s)** | Each value the parameter may have, shown as a separate code-style chip. A yellow chip reading *blank* means an empty value is allowed. |
| (buttons) | **Modify** on each row opens the parameter so you can change its allowed values. **Add New** in the column header adds a parameter. |

The list is sorted by **Parameter Name**.

## Learn more

- [Create and manage batch configurations](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-manage)
- [Use a configuration in batch runs](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-use)
- [Batch Config Portal messages and troubleshooting](https://help.quickbase.com/quickbase-extensions/docs/en/batch-config-portal-messages)
- [Batch configurations](https://help.quickbase.com/quickbase-extensions/docs/en/batch-configurations)
- [Enhanced security overview](https://help.quickbase.com/quickbase-extensions/docs/en/enhanced-security-overview)

Need help? Submit a [technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support).