In this article we'll be going over how to perform an advanced search for Orders in PDX, while also providing information on all possible fields users can use for filtering results.
To get to advanced search, click on sliding icon to the right of the global search field.
By default, the advance search will default to the Orders tab. For more information on the Assets tab, click here.
Field Details
Fill out as many of the fields as needed. Unless otherwise stated, multiple options can be chosen.
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Keyword - Title name or file name.
- Note: Titles with ONLY numerical values (e.g., "1917") will be interpreted as an order number instead of a title name.
- Status - A drop-down menu that contains various order statuses
- Deliverables - Type of assets the orders are for
- Tasks - Type of tasks the orders are for
- Provider - Who the provider is for the orders being searched
- Platform - What platform the orders are for
For the following date fields, users can provide either a start date, an end date, or both.
- RDD - aka Revised Due Date. The date range of the order's due date.
- Date Created - When the order was created in PDX.
- Date Completed - When the order was marked as complete in PDX.
- Live Date - When the assets in order go live. (references title metadata)
- Billing Party - Studio or company being billed for order
- Title Type - Type of title order is for; ex. TV, Film, Trailer, etc
- Order Type - What type of order it is; ex. Standard, AssetLite, TitleLite
- Tags - Selection of keywords orders in PDX were tagged with
Once fields are filled out, scroll down to click on the blue search button to view results.
This will bring users to the Order Item View page. While on this page one can package, cancel, or copy Order items. For more detailed information on the actions a user can take, click here.
In the upper right of the page is a CSV Report button. Clicking on it will allow users to download a report with all information on the item page.
From here a Confirmation pop-up box will appear asking for what types of Order items the user would like to include, exclude, or focus on.
With any option the user selects, once they click "Export" it will redirect to the jobs page for the Orders tab.
Here it will detail when the item was requested, who it was requested by, it's current status in being pulled from PDX's database, and the actions the user may take with that request once finalized.
The user may also click the refresh button on the page instead of refreshing through the browser.
For more detailed information on viewing the order Items page, click here.