When you create a Bundle Schema specify a Title and Description, the associated Workflow Process and dissolving behavior, and optionally metadata.
Before you begin
You must have Schema Management rights and Write permissions for the Folder in which you create the Schema to create a Schema.
You also need Workflow Management rights if you intend to associate this Schema with a Workflow Process by adding a Workflow Association.
Procedure
- Open Content Manager Explorer.
- Navigate to the Publication and Folder in which you want to create the Schema.
- Open the Ribbon toolbar Create tab and click New Schema.
The New Schema window opens.
- On the General tab, fill in the following fields:
- Name — the name of the Bundle Schema.
- Description — a description of this Schema.
- Schema Type — select Bundle Schema.
- In the Metadata Design tab, specify zero or more metadata fields for this kind of Bundle.
- In the Workflow tab:
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Associated Bundle Process
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Select the Workflow Process Definition that you want to associate with this kind of Bundle from the drop-down list. The Workflow Process for the Bundle must be started manually; it does not start automatically when the Bundle is created.
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Bundle dissolving behavior
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Select the option Dissolve Bundles based on this Schema when their Workflow Process has finished to delete Bundles when they have served their purpose.
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When selected, this option causes the Bundle to disappear when all of its contents have finished a Bundle's Workflow Process. The option also affects Bundles inside a Bundle. For example, assume a Bundle 'A' contained within a Bundle 'B'. The inner Bundle 'A' is based on a Schema for which this option is selected, while the option is not selected for the Schema of the outer Bundle 'B'. At the same time, for Bundle 'B', a Workflow Process Association exist, but for Bundle 'A', it does not.

If a user now starts workflow on Bundle 'B', Bundle 'B' and all of its contents are taken through the Workflow Process associated with its Bundle Schema. That includes Bundle 'A', which also goes through workflow. When the Process finishes, Bundle 'B' is not dissolved because its Schema does not say so. But Bundle 'A' is dissolved, because all of its contents have finished the Workflow Process of Bundle 'B'.
- Click Save and Close to save your changes.