Documentation Center

Managing Bundles

You can see a list of all Bundles used on the current webpage, or of all Bundles altogether, and start workflow on a Bundle (if you are properly authorized).

Procedure

  1. On an editable webpage, start editing by clicking the pencil button in the top right corner.
  2. In the ribbon toolbar, select the Manage tab and click Show Bundles.
    A dialog called Bundles opens.
  3. 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.
  4. 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.
  5. To create a Bundle, if you are properly authorized, select Create Bundle and specify the following Bundle properties:
    • Bundle Title
    • Bundle Description
    • Bundle Type; this 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.

    Save the new Bundle by selecting Save Bundle.

  6. To start workflow on a Bundle, select a Bundle that does not yet have the status Running and select Start Workflow.
    The Bundle and all of its associated items enter Workflow and appear in the Assigned lists of everyone to whom the first Workflow Activity is assigned.
  7. When you have finished managing Bundles, select Close to close the dialog.