In this article, users will learn how to update a Standard, AssetLite, and TitleLite Order via spreadsheet. Please note that order spreadsheets cannot be used to update existing deliverables or order items. Users can use this tool to add additional order items & deliverables to a given order.
Instructions on how to create a new standard order can be found here.
TitleLite orders and their associated order items will not have PDXTitle records tied to the orders. Instead, the order items store the title's information inside the order item. The intent of TitleLite orders are to be a one and done product.
Prerequisites
- Have The Order Template
- To get the Order template, the user must click the “manually” toggle to “By File” and then click “Select”.
- This will open a pop-up for “PDX Order Template”. This will open another pop-up that dims the background. The user will see the option to download a blank “PDX Order Template”.
- To get the Order template, the user must click the “manually” toggle to “By File” and then click “Select”.
- Have the Order ID
- This 6-digit ID can be found in either the URL or in the UI.
- For example, the below order's ID is 880573.
- For example, the below order's ID is 880573.
- This 6-digit ID can be found in either the URL or in the UI.
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Once the user has the Order ID copied, open the downloaded template and paste this value into column P.
Users should ensure they are selecting the correct options and entering the correct data before proceeding by referring to their provider/platform's SOP (Standard Operating Procedure) or internal documentation. This workflow may not be supported by the provider or platform.
Requirements
As previously mentioned, users are only able to add new deliverables and order items to an existing order. Any existing deliverables and order items cannot be updated.
Additionally, similar to creating a new standard order, users must have the below fields filled out. Many of these fields will vary depending on the content type of the title (Feature vs. TV). Please also note that TitleLite lacks certain requirements, listed below and shown in the template.
Feature film requirements
If updating a Standard or Asset Lite order for a feature film, the below fields are required.
- Order Type - Standard, AssetLite, or TitleLite
- Provider - Name of Provider
- Order Date - The date the order was requested
- Due Date - When the order needs to be completed by.
- Platforms - Platform(s) included in the order
- Title - Original release title
- Title Type - Feature
- Remove Dependency - Y/N option to have dependencies applied to the deliverable(s)
- Billing Party - Name of who the order will be billed to
TV Series requirements
If updating a Standard or Asset Lite order for a TV series (Episodic content), the below fields are required.
- Order Type = Standard, AssetLite, or TitleLite
- Provider - Name of Provider
- Order Date - The date the order was requested
- Due Date - When the order needs to be completed by.
- Series - Original release title for Series
- Season Number
- Episode Number
- Platform - Platform(s) included in the order
- Title - Original release title
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Series ID - Series PDSTitleID (Can be found in the series metadata page)
- This is not required for TitleLite
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Season ID - Season PDSTitleID (Can be found in the season metadata page)
- This is not required for TitleLite
- Title Type - Episode
- Remove Dependency - Y/N option to have dependencies applied to the deliverable(s)
- Billing Party - Name of who the order will be billed to
Optional Fields
Within the template, there are optional fields the user may want to utilize.
| Asset Type |
This refers to the Deliverable Type or Name. Please reference the Assets tab for a comprehensive list. e.x., Feature, SDH, Metadata |
| Is Child of |
This refers to the parent/child relationship of the deliverables. ex., If the SDH is to be a child of the Feature, please enter Feature in this column |
| Language | The Language the deliverable and asset will be delivered as. Must be Language Code. Please reference the Language tab for the 2-letter ISO format. |
| PDX Tasks |
Tasks that will be assigned to the deliverable. Please reference the Tasks tab for a comprehensive list. For more information on Tasks, click here. |
| Notes | Notes that will be assigned to the deliverable. Open field. |
Uploading the Spreadsheet
Once the spreadsheet is filled out, the user can upload the spreadsheet to PDX. To do this, navigate to Create Order.
Once on the create order page, toggle the Input Data so that the method is “By File” as shown:
Once selected, the user should click “(Select)”. This will open a menu where the user should then click PDX Order Template. The user will then be asked to select the file.
Click OK to submit. If the order was successful, the page will redirect to the newly created order. If any required fields are missing, PDX will return an error for the user to troubleshoot.
For example, in the below attempt, the title name was missing from the spreadsheet.