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Step 1

Display the Bundle Details of the Bundle to which you want to add records.

Step 2

Click a <record type> tab for records that you want to add to the Bundle. A list of all records currently in the Bundle for that type are listed. (If you are adding records to a new Bundle, the list for every record type will be empty.)
 
For example:
 

Step 3

Click the  button above the list. An Edit Members pop-up displays that allows you to add records to the Bundle. For example:
 

 

  • The Collection window displays all records of this type that have not been added to the Bundle.
  • The Tasks List window displays all records of this type that have been added to the Bundle.

Step 4

To filter the records listed in the Collection window, enter characters in the text field above the Name column. Only records containing that sequence of characters will display in the list.

Step 5

To add a record to the Bundle, move the records from the Collection window to the List window:

  1. To move a single record, double-click it or click it once and then click the > arrow.
  2. To move multiple records, Ctrl-click them and then click the > arrow.
  3. To move all records, click the >>>| arrow.

To remove a record from the Bundle, move the record from the List window to the Collection window:

  1. To move a single record, double-click it or click it once and then click the < arrow.
  2. To move multiple records, Ctrl-click them and then click the < arrow.
  3. To move all records, click the <<|< arrow.

Step 6

Click .

Step 7

Repeat the above steps in the appropriate tabs for all records you want to add.

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