Batch set business rules
First off, all batch sets have a type. This type reflects what they contain. Aliquots, samples, participants and Consents are some of the available types. The first business rule is that, for two batch sets to be compatible, they need to share the same batch set type. So if you have a batch set of type X, you can only add items to all batch sets having type X.
Batch sets have two operating ways.
Generic mode
The generic mode is what is used by all batch sets created from the databrowser. In generic mode, the batch set is being displayed with generic structures using generic queries. It means that all of it's content will be displayed with a standard form.
Note: Batch sets created with custom queries from the query tool may use the generic mode. However, as of version 2.2.0, there is no way for the user to know.
Custom query mode
If a batch set is using a custom query, it means it was built with a query tool custom query and still uses the custom query to display the information. Because of it, elements added to the batch set might not be displayed.
- Example
- Your batch set was created using a query that finds samples linked to participants. The batch set is also using that query. If you add samples not linked to any participants to the batch set, the newly added samples won't be displayed since they are not linked to any participants. If you want all of your samples to be displayed, you'll need to convert your batch set to a generic mode.
Converting to generic mode
A batch set using custom queries can be converted to the generic mode. Converting to generic mode is useful to display all batch set elements when some of them are hidden because of the query used to build the display. At the bottom of batch set forms using custom queries, there is a menu button labelled Generic batch set. It offers two conversion options.
- Convert to a new generic batch set: It will create a new converted batch set with all data (displayed and hidden)
- Convert into a generic batch set: It will convert your current batch set to the generic mode.
You can also use the action menu to create a new converted batch set with only your selected items. Under Batchset, you will find the option create generic batchset.
