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Adding a Component or Web page to a Bundle

From the Properties popup of a Component or Web page, you can add the Component or Web page to one or more Bundle. Note that if the Component or Web page must be in a Bundle, Experience Manager will already prompt you when you finish editing on the item.

Procedure

  1. On an editable webpage, start editing by clicking the pencil button in the top right corner.
  2. Select the border of a Component, or the border of the entire page, and do one of the following:
    • Click the Show Properties border button that appears in the top right corner.
    • Click Properties in the Home ribbon toolbar tab.

    The properties of the Component or page appear in a popup. An item called Bundles shows one of the following:

    None
    The Component or page belongs to no Bundles.
    <BUNDLE NAME>
    The Component or page belongs to one Bundle called <BUNDLE NAME>.
    <N> Bundles
    The Component or page belongs to <N> Bundles.
  3. Click the text next to Bundles to see a list of the Bundles (if any) that the Component or Web page is currently assigned to. For each Bundle you see its Type and Status (either Not Started or Running).
  4. To add the Component or Web page to a Bundle that is not yet listed, click Add to Bundle.
    A dialog called Assign this item to a Bundle opens, showing, by default, only Bundles used on this Page, along with their Type and Status.
  5. If you want to find out more about any Bundle in the list, click the info button on the right of the Bundle's name.

    You see (and, if authorized, can edit) the properties of the Bundle you selected:

    Bundle Title
    The title of the Bundle
    Bundle Folder
    The Folder in which the Bundle resides. You cannot edit this property even if you are properly authorized.
    Bundle Description
    The description of the Bundle
    Bundle Items
    The number of items currently in the Bundle. Click the Show Items button to see a list of these items. You can select each item and then select Open to open the item in Content Manager Explorer.
    Bundle Type
    The Bundle Schema on which this Bundle is based.
    Bundle Type Metadata
    If any metadata is associated with the Bundle Type, you see (and, if authorized, can edit) a list of metadata fields.
  6. If you want to see all Bundles in the current Publication, instead of just the Bundles used on this Page, select All Bundles from the dropdown at the top.
    A list of all Bundles in this Publication replaces the list of Bundles used on this Page. Bundles shared from a parent Publication are not displayed.
  7. In the main dialog, do one of the following:
    • To assign content to an existing Bundle quickly, select the Bundle from the list of Available Bundles and select Add to Bundle. Note that your item can be assigned to as many Bundles as you want, but that only one of those Bundles can have the Running status. That is, if your item is currently already part of a running Bundle, you can not add it to another running Bundle.
    • To create a completely new Bundle to add your items to, if you are properly authorized, select Create Bundle and give your new Bundle a Bundle Title, Bundle Description and Bundle Type (which determines the Workflow that the Bundle's items will be subject to, and might reveal a number of Bundle Type Metadata fields for you to specify). If you want, you can also change the default Folder in which the Bundle will be stored by selecting Select Folder and picking a Folder in the dialog that opens. When you have provided all this information, select Add to Bundle.
    Experience Manager creates a new Bundle if you told it to, and adds all selected items to the new or existing Bundle. If the Bundle is currently in workflow, the selected item(s) are assigned to the Group associated with the current Activity. The dialog closes. Experience Manager commits your changes to all items.
  8. If the Bundle is not yet in workflow, Experience Manager may ask if you want to place the Bundle into workflow at this point. If you believe that the Bundles contains all of the necessary items and is ready to be submitted to workflow, confirm; otherwise, choose to delay this action for a later time.
  9. Repeat steps 4-8 if you want to add the Component or Web page to more Bundles.
  10. Close the properties popup.