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.
 

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  button above the list to display a pop-up version of the Details.

Click a  button. The Bundle record is added to the database, and all buttons and tabs in the Bundle Details are enabled.

Click the  button.

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

Click the Create By Date button at the top of the list. The Create By Date pop-up displays.
 

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.
 

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.

Click the  button.

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

Click the Create Bundle By Business Service button at the top of the list. The Create Bundle By Business Service pop-up displays.
 

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.
 

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.

Click the button.

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 
Below the list, Bundle Details for a new Bundle record displays. (You also can click the  button to display Bundle Details for a new Bundle.)
 

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.)
 

Click the 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 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.

Click the button.

Record types in the promotion payload that will not be updated if they exist on the target server. You can:

• Select one or more record types from the drop-down list.
• Click Check All above the list to select all record types.
• Click Uncheck All above the list to de-select all record types.

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.

See Records Promoted When Follow References is Selected or Not Selected.

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.

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.
 

 
Default is the last user to update the Promote Members of Business Services field.
 
You can change the specified user by clicking the Edit button next to the Visible To field. An Edit Visible To pop-up dialog displays:
 

Display the Action menu and select Add To Bundle. The Add To Bundle pop-up displays.
 

Either:
 
Ctrl-click the records that you want to add to the Bundle, display the Action menu, and select Add To Bundle. The Add To Bundle pop-up displays.
 

 
OR
 
On any tasks list, right-click any column header for the list, display the Action menu, and select Run Command On Filtered > Add To Bundle.... The Add To Bundle pop-up displays.