Packages - How to Manage Packages

This will bring you to a window displaying an alphabetical list of all products with the option to expand, edit, and/or delete each package. (See below)

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To quickly find a package, use the Search functionality at the top of the page or use the page-through to move from page to page.

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[[image:attach:media_1428438502865.png||style="vertical-align:middle"]]

=== QUICK EDIT ===

=== Click on the Expand icon to expand and show package details. ===

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[[image:attach:media_1428438942438.png||style="vertical-align:middle"]]

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This will expand the package to show the Terms and Products attached to the package.

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From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.

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=== To edit a term, click on the edit icon beside the term. ===

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[[image:attach:media_1428439143595.png||style="vertical-align:middle"]]

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This will open a pop-up window where you can quickly edit and save the term.

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=== To create a new term, click on "+ Create New". ===

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[[image:attach:media_1428439349580.png||style="vertical-align:middle"]]

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This will open a pop-up window where you can quickly create and save the term.

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=== To remove a product, click the remove icon beside the product. ===

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[[image:attach:media_1428439474116.png||style="vertical-align:middle"]]

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=== To add a new product, click "+ Add". ===

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[[image:attach:media_1428439613481.png||style="vertical-align:middle"]]

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After clicking "+ Add", an empty drop-down menu will appear. Clicking in the empty space will bring up the drop-down menu to scroll through and select, or you can type in the name of the product and select.

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To close the drop-down, click anywhere outside of it.

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To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)

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[[image:attach:media_1428439822691.png||style="vertical-align:middle"]]

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Newly added products will now appear in the list of products for the package. (As shown below)

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[[image:attach:media_1428439961593.png||style="vertical-align:middle"]]

=== FULL EDIT ===

=== Click the Edit icon to the right of the package name. ===

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[[image:attach:media_1428440608777.png||style="vertical-align:middle"]]

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This will bring you to the "Edit Package" window where you can make changes to Package Name, Package Description, Primary Form, Forms Attached, Terms, and Products.

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[[image:attach:media_1428440651935.png||style="vertical-align:middle"]]

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(1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".

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(2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".

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(3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".

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=== DELETE A PACKAGE ===

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=== Click the delete icon. ===

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[[image:attach:media_1428440751296.png||style="vertical-align:middle"]]

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A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.

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[[image:attach:media_1428440818488.png||style="vertical-align:middle"]]

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=== Click "OK" to delete the product or "Cancel" to cancel the deletion. ===