Manage bundles

A Bundle is a set of files prepared for a specific task. Bundles allow you to set up the file flow between different jobs and manage the vendors' access to those files.

By default, two bundles are created for each task - files and reference files.

To create a new bundle:

1. Go to the desired Task display → Workflow Graph tab.

2. In the Workflow Directories section, select the Bundles in the folder tree.

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3. Click the Folder button to open the drop-down menu.

4. Click the Add Bundle button. The Bundle pop-up window appears.

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5. In the Name field, provide a name for the new bundle.

6. (Optional) Uncheck the Include in Task Output box if you don’t want to send the files from this bundle to the client.

7. In the Supported File Categories in Task Input, select which file categories can be uploaded to this bundle. Specifying the supported file categories for a bundle can help with organization (e.g., Bundle A supports work files, and Bundle B supports reference files).  

8. In the Supported Files in Task Input (Regular Expression) section, you can enter the file format expressions (e.g., ‘.*\txt’ or ‘.*\doc’) so all the uploaded files of this format will be automatically assigned to this bundle.

9. Click the Save button.

To create bundle assigning rules for specific jobs:

1. Go to the desired Task display → Workflow Graph tab.

2. Click the icon in the desired job card. The Bundles Assignment pop-up window appears. Each section represents an assignment rule.

3. Check the All Bundles box to assign all bundles included in this workflow to this job.

4. Otherwise, from the From Job drop-down list, select the source of the bundles.

5. To assign selected bundles, double-click on the desired bundle in the Available Items to transfer it to the Selected Items.

6. (For on-premise clients only) From the Relative Directory drop-down list, select a specific directory from which the files will be taken.
   A relative directory could be selected to avoid issues with file names. For example, there is a task with translating and proofreading jobs. There is one input file, test.txt, and this work file is assigned to both jobs. However, before starting the workflow, the project manager creates an Original Files metadirectory in Configuration → Templates → Directories and includes the expression ‘original.' In the Bundle Assignment window for the proofreading job, the PM selects Original files from the Relative Directory drop-down list. When the translator finishes his work, the proofreader receives test.txt, which is the translated document, and original/test.txt, which is the original source document uploaded in the Input Files panel. If the project manager had not created and selected the ‘Original Files’ metadirectory, the proofreader would have received test~1 as the translated document. To learn more about creating metadirectories, see the https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/directories.html article.

7. To add another bundle assignment for the selected job, click the Add button. An additional section appears at the bottom of the window. Proceed as described in steps 4 and 5 above.

8. Click the Save button.

The flow of bundles is shown using arrows in the Workflow Graph tab.

To check a specific bundle flow, select the desired bundle in the Task Input card. Its flow will be highlighted in blue.