Open a Package

Open a Package

Packages are saved and named sets of records. Package contents can be changed and updated at any time. Packages are available in all modules to save different sets of record types, like Objects, Media, or Constituents. To open a package of records, you must first open any record of the same type of your package contents.

 Instructions

  1. Open a record of same type as your package contents

    1. Open an Object record for Object Packages, etc

  2. Click on the PACKAGE in the right-hand sidebar to expand the widget.

  3. Click on the Magnifying Glass icon to open the Package Search pop up

  4. Search by name, owner, or its saved folder location

  5. Select the package in the list below and select one of two options based on your workflow

    1. Open Records: only opens the record set in your data view

    2. Open Package: opens the Package set in the Package widget in the right-hand side bar

      1. from there, you can open all or a selection of records saved in that package

Use the * wildcard character around a key term when searching by Package Names for more flexible searches like: *install* or Exhibition*

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