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Designing Flows for Bundles

Updated on September 15, 2022

When designing flows for bundled items, the user must take into consideration the role of the action. For the parent action, the flow can also be tailored differently based on the bundle type.

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  • Configuring the bundle parent action

    The parent action flow is responsible for sending out the email containing details of the bundle and its members. This email can also contain links to respond to the bundle and/or individual actions. This initial responsibility is the same across all three bundle types. Once the email has been sent, the behavior of the parent action flow typically varies slightly based on the bundle type.

  • Configuring the bundle member actions

    The flow for a bundle member action differs slightly from typical action flows since the initial communication of the action has already been made by the bundle parent action. The flow also differs based on the bundle type.

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