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Adding items to a Bundle when you select Finish Editing

When you select Finish Editing, Experience Manager may prompt you to add the items you changed to a Bundle. In some cases, you cannot finish editing until you have added some of these items to a Bundle. You can also assign items to a Bundle by accessing the properties of a Component or webpage.

Procedure

  1. A dialog called Assign content to a Bundle to finish editing opens, showing, by default, only Bundles used on this Page.
  2. 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.
  3. 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.
  4. If you want to view or modify which items will be added to the Bundle, select the expand button at bottom left to slide a list of items into view. These are items you modified on the webpage, accompanied by one of the following icons:
    IconDescription
    This item must be added to a Bundle. You cannot change this setting, it is a mandatory item.
    This non-mandatory item is selected (true by default). It will be added to the same Bundle as the mandatory items. If you clear it, it will not be added to any Bundle.
    This item may be added to the same Bundle, but is not selected. Select it to add it to the same Bundle as the mandatory items.
  5. 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.
  6. 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.