Unified Ops Platform "Upload Files" Tab / Creative Object

this is an overview of the functionality and use cases for the "upload files" tab on the community order object.

All files pertaining to orders (including Creatives, Tags, or Other) are uploaded within Community using the "Upload Files" tab on the Community order record.

With this function, you will be able to relate files to OLI records directly from the Order level, add additional context/details to the files, create cases automatically, and auto-check the "Creative attached + details confirmed" OLI checkboxes.

Below is an outline of the workflow upon navigating to the "Upload Files" tab:

1.) Select youR "Related Records"

• This will be how you distinguish which OLI's the file(s) apply to.
• If your file(s) apply to ALL OLI's within the order, you can check the "select all" box at the top next to Name.
• Note: if your order contains more than 100 OLI's, you will receive a message notifying you that you can only relate 100 records per upload. You can add additional OLI record after uploading (see below).
• You can use the search bar to look for keywords in the OLI name or Platform to highlight specific lines and check the box at the top to select all lines that meet the search criteria.
• Note: if you need to do an additional search of OLI's, you can "x" out your original search and your existing checked records will remain checked.
• The screen will NOT display OLI with past OLI End Date.

2.) Add your File Details

• This is where you will add additional context to your files.
• Upload Name: This will be the name of the record that houses your uploaded files.
• Note: Give it a name that will be easy to reference back to.
• Upload Type: What type of file is this: Creatives, Tracking Tags, Creative + Tracking Tags (Must include Creative and Tag Sheets in one upload).
• Language: What type of language does this use.
• Create Case?: This field will default to "yes" automatically generating a "Creative Refresh" or "Ad Tags" case depending on "Upload Type" selection. The field will display "Not Eligible" if there is a scenario where a case is not generating, such as: if the order Trafficker and/or Campaign Manager has not been assigned to the order.
• Additional Details/Copy Instructions: Additional details related to the file(s): This will be available on both the case (if created) and the upload record itself.
• Provider: Only displays when 'Tracking Tags' or 'Creative + Tracking Tags' is selected as Upload Type. Multi-select field to designate Tag provider.
• Disable Old Creative? If yes, please adjust the Kill Date: Designate to AdOps if they should use existing creatives or disable/replace active Creative objects.
• This field will only display if you are uploading files with upload type: "Creatives" or "Creatives + Tracking Tags" AND the OLI's selected in the previous step already have creative files associated with them.
• Upon selecting “Yes”, the Creative records associated with the order, where Upload Type = "Creatives" or "Creative + Tracking Tags," are displayed, showing the Name, Creative Status, and Kill Date fields.
• Kill Date: The Kill Date is an editable field in the UI.
• A batch job is running to prepopulate the Kill Date with the Latest Creative End Date value from the associated Creative record.
• If a user updates the Kill Date, it should reflect on the corresponding creative object.
• A validation error, "Cannot save a 'Kill Date' if it is past (greater than) the pre-populated date from the 'latest creative end date'," will be displayed if the Kill Date is updated with a date greater than the pre-populated date.
• If the Kill Date is updated, the Creative Status is now determined based on the Kill Date rather than the Latest Creative End Date, and the Creative Status updates accordingly.
• Creative Option: Conditionally displayed if any OLI selected in the Creative Object has a platform of "Amazon OTT".
• Product ASINs (CTA: ‘Shoppable’ only): Conditionally displayed if “Creative Option” is set to "Interactive Video Ad".
• Use Existing Tracking Tags: Designate to AdOps if they should use existing tracking tags when uploading new tag sheets.
• This field display on all upload types and required IF the "Are tracking tags used in this order" field on the order is set to "yes".
• Unpause OLI(s): Designate whether or not any paused OLI's selected in the first step should be unpaused along with updates creative being uploaded.
• This field will only display if any OLI's selected in the first step are in 'paused' status.
• If the user selects 'yes' for "Unpause OLI(s)", instead of a normal "Creative Refresh" case, a "Creative Refresh/Unpause" case will trigger.
• Use Click-Tags for Clickthru URLs: Checkbox field that when activated, it greys out the "Click Thru URL" field, encouraging traffickers and CMs to use click-through tags from the tag sheet as the URL. This eliminates the need for manual entry and enhances the efficiency of the creative creation process.
• This field will only display if you are uploading files with upload type: "Creatives + Tracking Tags".

3.) Upload Files

• This will be where you complete the file upload.
• You can click the "Upload Files" button or drag and drop files into the box.
• Upload as many files in this section as you need.
• NOTE: additional details and Related Records you select will apply to ALL files you are uploading in one action. This means you cannot upload different file types in one action: Creatives must be uploaded separately from Tags, unless you select "Creative + Tags", etc.

• Once you have completed uploading your files, you must hit the "Save" button or else you uploads will not be saved to the order.
• IF your creative is attached in Airtable and will not be included in Community, you can simply click the "Creative Attached in Airtable" button which will check the "Creative attached + details confirmed" box on all selected lines and include a row on the Uploaded Files section, letting the Trafficker know creative is in Airtable.
• IF the creative provided is in the form of a URL instead of a file you can use the "Creative File Sharing Link" to input the URL and save the upload the as you would after uploading file(s).

File Level Fields:

If you have selected any OLI in the first step that is not TAP or if you selected a combination of TAP and non-TAP platforms, you will be required to complete the following file level fields after uploading:

• Full Flight: Marked as checked by default.
• If the “Full Flight” checkbox is checked:
• “Start Date” and “End Date” will be required to save the record and will be non-editable if “Full Flight” is checked.
• The “Start Date” is auto-populated with the earliest “Start Date” of the selected OLIs in the first step of the creative object.
• The “End Date” is auto-populated with the latest “End Date” of the selected OLIs in the first step of the creative object.
• If the “Full Flight” checkbox is unchecked:
• The “Start Date” and “End Date” fields are null, and the user will need to manually input those dates to complete the upload.
• Start Date: Required to save the record.
• End Date: Required to save the record.
• Click Thru URL
• Click Thru URL field will be grayed out and uneditable, IF "Use Click-Tags for Clickthru URLs" checkbox is checked.
• Click Thru URL field will be auto-filled with the text: "Use Click-Tags for Clickthru URLs", IF "Use Click-Tags for Clickthru URLs" checkbox is checked.
• Automatically prepend 'https://' to the Click Thru URL field if the value does not already contain those characters. This ensures compatibility with Xandr's Creative audit requirements and improves overall URL integrity.
• Applies to All: This checkbox will allow you to pass the values from the first file to all other uploaded files).

• File Level Field values can be found after the upload is complete by opening the Creative Object Link and navigating to the new "Files" tab

Batch Job for Creative Status:

• Condition: Batch job runs to prepopulate Creative Status based on:
• Earliest Creative Start Date
• Latest Creative End Date
• Kill Date (if updated)
• Earliest Creative Start Date: This field is populated by the start date of the earliest Creative File Start Date.
• Latest Creative End Date: This field is populated by the end date of the latest Creative File End Date.
• If a user saves a creative object using the "Creative Attached in Airtable" button or inputs a value in the "Creative File Sharing Link" and saves the record instead of uploading files:
• The earliest OLI start date from the selected OLIs will be automatically applied to Earliest Creative Start Date.
• The latest OLI end date from the selected OLIs will be automatically applied to Latest Creative End Date.
• Creative Status:
• The Creative status will be:
• “Future Start” if both the Earliest Creative Start Date and Latest Creative End Date on the creative object are in the future.
• "Active” if the Earliest Creative Start Date is in the past and Latest Creative End Date is in the future.
• “Expired” if Latest Creative End Date is in the past.
• "Expiring soon” if the Latest Creative End Date is within 7 days from today.

Viewing Creatives

Once files have been uploaded using the Upload Files tab, those files can be found on the Related tab of the order as well as the Related tab of any selected OLI records and Cases. On this list, you will be able to see:

• The "Creative Upload Record* (Under the "Creative Object Link" column)
• The uploaded files
• A download icon on the "File" column
• Platform: all platforms related to selected OLI's
• Upload Type
• Timestamp of when file was uploaded
• These will be ordered with most recent at the top
• Creative Status : A batch job is running to prepopulate its value.
• Latest Creative End Date: Auto-populate with the latest “End Date” of the selected OLIs in the first step of the creative object.
• Kill Date: If the Kill Date is updated in the UI, the Creative Status is now determined based on the Kill Date rather than the Latest Creative End Date, and the Creative Status updates accordingly.
• OLI Count: total number of related records associated with the file.

• This is a record of the upload that houses all the additional details added to files upon upload. When you open it, you will find on the
• Details Tab:
• "Additional Details/Copy Instructions" added upon upload
• Language (if applicable)
• Upload Type
• Platform(s)
• Number of related OLI's
• Creative File Sharing Link
• Tag Provider
• Pause Old Creatives?
• Related Tab:
• All Files uploaded on the record
• All OLI's related to the record
• All cases generated via the Creative Upload (along with Status, Assignee, etc)
• Files Tab
• All file-level fields completed upon upload (click-through URL, creative start/end dates, etc)
• Additional uses for this page include:
• Edit any details previously entered upon upload
• Chatter on the "Creative" record to ask further questions or it them to a users' attention
• Delete an entire "Creative" record by using the dropdown menu at the top and selecting "Delete"

"Add File" Button for Post-Creation Creative Uploads

This feature empowers users to seamlessly add Creative files even after the initial creation of the Creative Record, offering increased flexibility in managing campaigns. This addresses the common scenario where a Creative needs to be added or corrected after the initial creation of a Creative, ensuring a cohesive grouping of related Creatives.

Key Features:

1. "Add File" Button: Located within the Creative Object interface, on the "Files" tab. Simplifies the process of incorporating additional Creative files.
2. Screen Flow Mirroring Original Files Tab: Clicking on the "Add File" button initiates a screen flow that mirrors the original files tab.
3. Flight and URL Information Entry: Users can enter essential information such as flight details and URLs during the upload process, ensuring comprehensive data for each Creative file.
4. Batch Job Integration with Creo's Queue: The new Creative upload is seamlessly integrated into Creo's queue by a designated batch job. This ensures that the latest Creative upload are efficiently processed and available for use in campaigns.
5. Smart Queue Management: To enhance efficiency, the batch job is designed to intelligently assess whether previously uploaded Creative files have already been processed. The new files will be marked for the batch job based on date last processed and automatically passed to Creo’s queue next time the batch job is scheduled to run.

How to Use:

1. Navigate to the Creative Record for which you wish to add additional files.
2. On the "Files" tab, Click on the "Add File" button within the interface.
3. Follow the prompts in the screen flow to enter flight information and URLs for the new Creative upload.
4. Save your changes to integrate the new Creative files.

The batch job will intelligently manage the queue, ensuring that the new Creative is passed to Creo.

Case Creation

A case will be automatically generated for the Campaign Manager and/or Trafficker as long as they are assigned to the Order.

If Creative or Creative + Tracking Tags is selected as the Upload Type:

A Creative Refresh case will be generated for AdOps under the following logic:

• Creative Refresh Case Logic – Trafficker
• Conditions:
• Upload Type = Creative or Creative + Tracking Tags
• A Trafficker is assigned
• Behavior:
• A Creative Refresh case is triggered only after a Creative Launch case has been created for the Order.
• Initial Upload:
• A Creative Launch - [Order Name] case is automatically generated when:
• Upload Type = Creative or Creative + Tracking Tags
• A Trafficker is assigned
• ✅ Only one Creative Launch case will be generated per Order.
• Subsequent Uploads:
• A Creative Refresh case is generated and routed to the assigned Trafficker when uploading new files to the same Order (either for the same or different O&O Line Items).
• Creative Refresh Case Logic – Campaign Manager:
• Conditions:
• Upload Type = Creative or Creative + Tracking Tags
• A Campaign Manager is assigned
• Any selected CMT Line Item (OLI) during the upload has a Unique OLI ID
• ✅ A Creative Refresh case is triggered and routed to the assigned CM.

If Tracking Tags is selected as upload type:

An Ad Tags case will be generated for AdOps under the following logic:

• Ad Tags Case Logic – Trafficker
• Conditions:
• Upload Type = Tracking Tags
• A Trafficker is assigned
• Any O&O Line Items are selected during the upload
• Ad Tags Case Logic – Campaign Manager
• Conditions:
• A Campaign Manager is assigned
• Any selected CMT Line Item (OLI) during the upload has a Unique OLI ID
• Assignment Logic
• The system assigns the case to the Order Campaign Manager or Trafficker based on the OLI selection made during upload.
• If a user selects both:
• OLIs run by a Campaign Manager, and
• OLIs run by a Trafficker
  → Two separate cases will be created (one for each assignee).
• Error Prevention
• ❌ No case will be created if the Campaign Manager or Trafficker has not yet been assigned to the selected OLI(s).
• 🛑 An error message will display if this condition is not met.
• Additional Details Field
• Any input in the Additional Details / Copy Instructions field:
• Will be added to the Description of the case created
• Will also display on the Additional Details / Copy Instructions field of the Creative record

"Creative attached + details confirmed" Checkbox Logic

The "Creative attached + details confirmed" which is required to push orders and OLI's to launch, will be automatically checked by utilizing the "Upload Files" tab

• When users select "Creative" or "Creative + Tracking Tags" or "Tracking Tags" as Upload Type in the "File Details" page, the "Creative attached + details confirmed" checkbox will automatically be checked for all Related Records that have been chosen

Adding or Removing Related OLI's After Upload

Users may need to adjust related OLI records after completing uploads if: an OLI was selected on accident or if new OLI(s) are added to an order that need to use the same existing files.

• To add a related OLI, simply hit the "+" icon on the related list above the OLI count row

• This will bring up a checklist of all previously unselected or new OLI's
• Select the OLI's you'd like to add to the "Creative" record and hit "Add Record/s"
• This will generate a case for the CM or Trafficker depending on which OLI type(s) are added
• The user will have the opportunity to adjust the case Subject and add a description to the case at the top of the pop-up window
• The case subject will default to "Apply Existing Upload - *Order Name*"
• The case sub-area will be "Creative Refresh" or "Ad Tags" case depending on the original upload type
• Note: a case will NOT generate if it is a CMT OLI in "New" or "Delayed" status as you will still need to hit "Validate OLI: Launch/Update" after uploading to generate the launch case

• Note - if the Upload Type is "Creative" or "Creative + Tracking Tags" any subsequent OLI's added to the "Creative" record after initial upload will also have the checkbox applied
• To remove related OLI, open the "Creative" record and navigate to the Related tab
• From the "Creative Line Items" page, select the dropdown menu from the OLI record you'd like to delete and push delete