Template sets and rules

A template set is the list of assets every title of a kind needs: a feature launch kit, a series launch kit, a horror pack. Its rules say which titles it applies to. When a title matches, Final Frame makes the set's placeholders on the title and raises a work order for each one, routed to the team or person who makes it.

Where it lives

Organisation, Templates tab, Template sets. Each set shows whether it is Active or Paused and how many placeholders it has made.

Make a set

1. Press New template set.
2. Give it a Name, such as "Feature launch kit", and a Description.
3. Leave the switch on for Active: new, imported and changed titles are given its placeholders, or turn it off to run the set by hand only.
4. Press Create.

Add its items

Each item is one placeholder the set makes.

1. On the set, press Add item.
2. Fill in Name, Kind and Category, such as Key art.
3. Under Made to, choose the image template, graphic template or delivery spec it is made to, or No spec or template.
4. Under Given to, choose a team or a person, or Nobody yet.
5. Under Done by, choose who makes it from your work order executors. Internal department is chosen to start with.
6. Under Done by, per content tier, choose a different executor for any content tier, or leave As the item.
7. Set Due, in days, and choose what it is Counted from: When the placeholder is made or The title's air date. A negative number counts back from the air date.
8. Under Waits on, tick the set's other items this one follows.
9. Press Add.

Write its rules

A rule picks the titles a set applies to.

1. On the set, press Add rule.
2. Give it a Name, such as "Horror films", and leave it On.
3. Under Titles matching, choose all of these or any of these.
4. Add conditions. Each one looks at a field, compares it, and lists values separated by commas.
5. Add a group to mix all and any in one rule.
6. Watch the preview: it lists the titles that match as you write.

Each condition compares with is any of, is none of, is set or is empty. Values match whatever their case.

A set applies to a title when any of its active rules matches. Several sets can apply to one title, and each adds its own items. A set with no rules applies to nothing.

When a set runs

• A title is made: with New title, from the catalogue, or by an import.
• A title changes: it joins a franchise, collection or story arc, or its genres change.
• An air date is set or moved. See Air dates by channel.
• By hand: Which titles match shows the titles, and Run on matching titles asks Make N placeholders on M titles? before it makes them. One run covers up to 500 titles. Run it again for the rest.

Only active sets with an active rule run by themselves. A run never adds an item to a title twice, and a placeholder you deleted by hand stays deleted.

What a run makes

For each item, on each matching title:

• a placeholder in the Library, on the title. See Title placeholders.
• a work order named "item: title", raised and routed to the team or person under Given to, with the executor for the title's content tier.

Work orders land in My work for the person they name and for everyone in the team they name. Due dates counted from an air date wait until the title has one, then move when the air date moves.

Permissions

Rights

A set makes placeholders. The usage rights belong to the files that fill them. See Asset families and usage rights.