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Step 1 | Display the 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
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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:
To remove a record from the Bundle, move the record from the List window to the Collection window:
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Step 6 | Click . |
Step 7 | Repeat the above steps in the appropriate tabs for all records you want to add. |
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Step 1 | Access the Action menu for the record and select View Bundles. A View Bundles pop-up displays the list of Bundles that the record belongs to. |
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Step 2 | To view Details for a Bundle on the list, click its Name. |
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