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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 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 |
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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 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 | |||||
Step 6 | As desired, you can open the Bundle and add any additional records to the Bundle. | |||||
Step 7 | Click the |
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