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Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 
To the right of the list, Bundle Details for a new Bundle record displays.
 

Step 2

Enter / select Details for a new Bundle, using the field descriptions below as a guide.
 
(The only required field is Name. You do not have to select a Default Promotion Target; you can select (or override) a promotion target when you promote the Bundle.)
 
To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the
New button
  •  Image Added button above the list to display a pop-up version of the Details.

Step 3

Click a

Save button

 Image Added 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

 Image Added button.

Note
titleNote

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 

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.
 

Note
titleNote

Only records for record types that you have permission to Read will be included in the bundle.

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 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.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

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

 Image Added button.

Anchor
Creating a Bundle for Promotion by Business Services
Creating a Bundle for Promotion by Business Services
Creating a Bundle for Promotion by Business Services

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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 Edit button Image Added 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:

Step 6

Click

Save

 Image Added.

Step 7

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

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