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- Select individual records to include in a Bundle.
- Automatically create a Bundle, including all records of specified record types created or updated on or after a specified date, by Preparing Bundles for Promotion#Creating Creating a Bundle for Promotion by Date.
- Automatically create a Bundle, including all records of specified record types that are members of one or more specified Business Services, by Preparing Bundles for Promotion#Creating Creating a Bundle for Promotion by Business Services.
- Configure the Promote By Business Service Membership section of a Bundle to dynamically include all records belonging to one or more business services at the time of promotion.
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You can select individual records to include in a Bundle promotion.
Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. |
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Step 2 | Enter / select Details for a new Bundle, using the field descriptions below as a guide.
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Step 3 | Click a Save button. The Bundle record is added to the database, and all buttons and tabs in the Bundle Details are enabled. |
Step 4 | Open the Bundle and begin adding records to the Bundle. |
Step 5 | Click the Update button. |
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The created bundle will have an Preparing Bundles for Promotion#Exclude Exclude on Existence field value based on the configuration of the Bundle Exclude On Existence Picker Default Universal Controller system property. To modify this and any other field, navigate to the Preparing Bundles for Promotion#Bundle Bundle Details of the created bundle.
Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. | |||||
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Step 2 | Click the Create By Date button at the top of the list. The Create By Date pop-up displays. | |||||
Step 3 | The Types To Include drop-down list pre-selects all record types (by highlighting them in blue). Use Ctrl+click to de-select any record type for records that you do not want in the Bundle.
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Step 4 | The Updated On Or After field specifies the current date, by default. You can change the date manually or by clicking the Calendar icon. All records created or updated on or after the date that you specify will be included in the bundle. | |||||
Step 5 | Enter a Name and, optionally, select one more Business Services that this Bundle will be a member of. Then click the Submit button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Preparing Bundles for Promotion#Bundle Bundle Details display below the list. However, if no records qualified according to the specified date, the Bundle is not saved. | |||||
Step 6 | You then can open the Bundle and enter / select additional Details for the Bundle, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can temporarily hide the list. | |||||
Step 7 | As desired, you also can add any additional records to (or remove any included records from) the Bundle. | |||||
Step 8 | Click the Update button. |
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The created bundle will have an Preparing Bundles for Promotion#Exclude Exclude on Existence field value based on the configuration of the Bundle Exclude On Existence Picker Default Universal Controller system property. To modify this and any other field, navigate to the Preparing Bundles for Promotion#Bundle Bundle Details of the created bundle.
Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. | |||||
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Step 2 | Click the Create Bundle By Business Service button at the top of the list. The Create Bundle By Business Service pop-up displays. | |||||
Step 3 | In the Member of Business Services field, specify Business Service memberships for the Bundle being created. Otherwise, if your Bundle permissions are limited to specific Business Services, you may not be able to create the Bundle. | |||||
Step 4 | The Types To Include drop-down list pre-selects all record types (by highlighting them in blue) for records that can belong to Business Services. Use Ctrl+click to de-select any record type for records that you do not want in the Bundle.
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Step 4 | In the Business Services To Include field, select one or more Business Services whose records you want to include in the Bundle. | |||||
Step 5 | Enter a Name and, optionally, select one more Business Services that this Bundle will be a member of. Then click the Submit button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Preparing Bundles for Promotion#Bundle Bundle Details display below the list. However, if no records qualified according to the specified Business Service(s), the Bundle is not saved. | |||||
Step 6 | You then can open the Bundle and enter / select additional Details for the Bundle, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can temporarily hide the list. | |||||
Step 7 | As desired, you also can add any additional records to (or remove any included records from) the Bundle. | |||||
Step 8 | Click the Update button. |
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You can promote a Bundle by Business Service Membership only if the Promote By Business Service Membership Universal Controller system property is set to true (the default). |
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These records will not be visible from the corresponding Bundle tabs; they will appear only in the Bundle Report, which will identify all records bundled dynamically with a + in the Added By column.
Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. | |||||
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Step 2 | Enter / select Details for a new Bundle, using the field descriptions below as a guide.
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Step 3 | Select one or more Business Services from the Promote Members of Business Services drop-down list. | |||||
Step 4 | In the Preparing Bundles for Promotion#Visible Visible To field, select a User to which all records being promoted by Business Service membership must be visible. Any qualifying record that is a member of the specified Business Service(s) but is not visible to the specified user will not be promoted. | |||||
Step 5 | Click the Save button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Preparing Bundles for Promotion#Bundle Bundle Details display below the list. However, if no records qualified according to the specified Business Service(s), the Bundle is not saved. When the Bundle is promoted, all records that are members of the specified Business Services at the time of the promotion will be included in the promotion. | |||||
Step 6 | As desired, you can open the Bundle and add any additional records to the Bundle. | |||||
Step 7 | Click the Update button. |
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Field Name | Description | ||||||||||||
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Details | This section contains detailed information about the Bundle. | ||||||||||||
Name | Name for this bundle. | ||||||||||||
Description |
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Member of Business Services |
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| Record types in the promotion payload that will not be updated if they exist on the target server. You can: For new Bundles, the Bundle Exclude On Existence Picker Default Universal Controller system property specifies which record types, if any, will be selected by default. | ||||||||||||
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See Records Promoted When Follow References is Selected or Not Selected. | ||||||||||||
Promote Bundle Definition | Enable this option to promote the Bundle Details, along with the Bundle itself, when promoting the Bundle. | ||||||||||||
| This section contains detailed information for promoting the Bundle with records that are members of one or more Business Service and are visible to a specified user.
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| Business Service(s) whose members will be included in the promoted Bundle. | ||||||||||||
| User to which all records being promoted by Business Service membership must be visible. Any qualifying record that is a member of the specified Business Service(s) but is not visible to the specified user will not be promoted.
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Metadata | This section contains Metadata information about this record. | ||||||||||||
UUID | Universally Unique Identifier of this record. | ||||||||||||
Updated By | Name of the user that last updated this record. | ||||||||||||
Updated | Date and time that this record was last updated. | ||||||||||||
Created By | Name of the user that created this record. | ||||||||||||
Created | Date and time that this record was created. | ||||||||||||
Buttons | This section identifies the buttons displayed above and below the Bundle Details that let you perform various actions. | ||||||||||||
Save | Saves a new record in the Controller database. | ||||||||||||
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. | ||||||||||||
Save & View | Saves a new record in the Controller database and continues to display that record. | ||||||||||||
New | Displays empty (except for default values) Details for creating a new record. | ||||||||||||
Update |
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Bundle Report |
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Promote Bundle |
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Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | ||||||||||||
Close | For pop-up view only; closes the pop-up view of this record. | ||||||||||||
Tabs | This section identifies the tabs across the top of the Bundle Details that provide access to additional information about the Bundle. | ||||||||||||
| Each tab of the following record types lists the records of that type that belong to this Bundle. An Edit button on each record type list allows you to add records to and remove records from the Bundle (see Preparing Bundles for Promotion#Adding Adding and Removing Records in a Bundle, below).
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Step 1 | Display the Preparing Bundles for Promotion#Bundle Bundle Details of the Bundle to which you want to add records. |
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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.) |
Step 3 | Click the Edit button above the list. An Edit Members pop-up displays that allows you to add records to the Bundle. For example:
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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: |
Step 6 | Click Save. |
Step 7 | Repeat the above steps in the appropriate tabs for all records you want to add. |
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Step 1 | Display the list of records containing the record that you want to add to a Bundle. |
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Step 2 | Either right-click the record you want to add or display the Details for that record. |
Step 3 | Display the Action menu and select Add To Bundle. The Add To Bundle pop-up displays. |
Step 4 | Select a Name from the drop-down list and click Submit. The record is added to the Bundle (see Preparing Bundles for Promotion#Displaying Displaying the Bundles List for a Record). |
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Step 1 | Display the list of records containing the records that you want to add to a Bundle. |
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Step 2 | Either: |
Step 4 | Select a Name from the drop-down list and click Submit. The records are added to the Bundle (see Preparing Bundles for Promotion#Displaying Displaying the Bundles List for a Record). |
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You can disable all Report-related promotion validation on the target system via the Validate Report References On Promotion Universal Controller system property. |