Create and edit Bundles

Updated September 17, 2024 15:23

Learn how to create Bundles and add or remove Assets from Bundles.

Overview

Bundles are Assets that have other Assets. For example, you can have a group of key cards that belong to a single wallet or card carrier. The cards are Assets that belong to another Asset: the wallet.

> To learn more about Assets, check out Create and edit Asset Types.

Bundles group your Assets so you can manage them in bulk; this saves you time.

Create a Bundle

To create a Bundle, you must create an Asset Model Type and an Asset.

To create a Bundle:

Create an Asset Model Type:

We recommend the ‘Asset Model Name’ has the word ‘bundle’ in it.
Ensure you switch on the Contains other assets and Can be checked out toggles.

> To learn more about creating an Asset Model Type, check out Create and edit Asset Types.

Create an Asset:

In the Type drop-down menu, select the Asset Model Type from step 1.
In the Status drop-down menu, set the Asset to ‘Active.’

> To learn more about creating Assets, check out Create and edit Asset Types.

To see the Bundle, in the navigation menu, select Asset.

Edit a Bundle

To keep your Bundles organized, you can add Assets to or remove Assets from them.

Add an Asset to a Bundle

To add an Asset to a Bundle:

In the navigation menu, select Asset.
Select an Asset that’s part of a Bundle.
Choose Add Assets.
Select the + icon.
In the drop-down menu, select the Asset you want to add.

> To create an Asset. Select the + icon.

To learn more about creating Assets, check out Create and edit Asset Types.
Select SAVE.