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Adding items to Bundles in Experience Manager

In Experience Manager, you will typically add a Component or webpage to a Bundle when you finish working on the item. You can also add items to a Bundle at another time by editing the item's properties.

Before you begin

This task requires that you or your group has permission to add items to the Bundle. Note that the permissions can vary from Bundle to Bundle.

If a Bundle is subject to a workflow process and currently in workflow, you can add items to it only if all of the following are true:
  • The Bundle is currently in a workflow state that allows adding items to it.
  • The type of item you are adding is a type that supports workflow.
  • The item you are adding is not associated with an active workflow process.

Procedure

  1. A dialog called Assign content to a Bundle to finish editing opens, showing, by default, only Bundles used on this webpage.
    • If you are finished editing an item and see a prompt to assign content to a Bundle, you can view and modify the items that will be added. 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.
    • If you want to add items to a Bundle at any other time, start editing the item and then open the properties for the item.
  2. Click the text next to Bundles to see a list of the Bundles (if any) that the Component or webpage is currently assigned to. For each Bundle, you can see its Type and Status (either Not Started or Running).
  3. To add the Component or webpage 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 webpage, along with their Type and Status.
  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. 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.
  7. Repeat steps 4-8 if you want to add the Component or webpage to more Bundles.
  8. Close the properties popup.