Define or Edit Ticket Templates

To create a ticket template

Note: Changes made to the ticket template will be applied imtely to products based on the template on the Buyer side (i.e., without requiring you to go to the Products page and republish the products based on the ticket template).

1.        On the Manage Ticket Templates page click the radio button corresponding to the template that most closely resembles the ticket template you want to create.

2.        Click Copy.

Note: Copying an existing ticket template then renaming it and modifying its specs as needed is often more efficient than creating a template from scratch. To create a ticket template from scratch, follow the steps in the section To create (or edit) a ticket template in this help topic.

Note for entity administrators: You can use the copy feature to create a new ticket template. After copying a ticket template and saving it with a new name, you will find that all of the settings for the copied ticket template are carried into the new ticket template except security settings (which will have the default values that you can change as needed to suit the needs of the new ticket template).      

3.        On the Copy dialog, type a name for the new ticket template in the Save as text box.

4.        Click Save & Close.

5.        Click the radio button to select the new ticket template you created.

6.        Click Edit.

To create (or edit) a ticket template

1.        On the Manage Ticket Templates page, click the radio button to select the ticket template you want to define or edit.

2.        Click Edit.

3.        On the Ticket Template... page for the  template, define or edit the template using the following fields:

a.        Ticket Template—You can change the name of the ticket template here.

b.        Step 1: Enabling buyer-supplied content:

●         Enter a heading to label the first step the buyer will perform when building a product based on this ticket template. This is what the buyer will see on the storefront. E.g., “Add Files” or “Upload Content.”

●         Enable Introduction Text—Check this box and type any text you want to display to buyers for Step 1 in the text box. This text can be descriptive or instructional.

 Note: Most of the controls on the text editor (e.g., cut, copy, paste, font selection, sizing, color, etc.) will be familiar to users of word processing packages such as Microsoft Word or Corel WordPerfect. A few of the controls that might not be so familiar are:

Note: The text is limited to 4,000 HTML characters.

c.        Step 2: Specifying Available Formatting Options for the Template:

Note: Click here to see how the options you specify here on the ticket template will be displayed to buyers when ordering products based on this template that use the Visual Product Builder (an enhanced buyer ordering interface that combines ticketing with preview). For more information on the Visual Product Builder UI (or the Flex Ticketing UI) for ad hoc, static, and wide format products, see Creating Products).

Note: Click here to see how the options you specify here on the ticket template will be displayed to buyers when ordering products based on this template that use the standard (non-Visual Product Builder, or non-Flex Ticketing UI) ticket.

●         Enter a heading to label the second step the buyer will perform when building a product based on this ticket template. This is what the buyer will see on the storefront. E.g., “Format My Job” or “Service Options.”

●         Enable Introduction Text—Check this box and type any text you want to display to buyers at Step 2 of the ticketing process in the text box. This text can be descriptive or instructional.

Note: The text is limited to 4,000 HTML characters.

●         Section—The section name is the heading for the service category. Each service category under this step will have its own section (e.g., “Print Options,” “Finishing Options,” etc.).

Note: To create a new service category, click New Section. To delete a service category, click the on the service category Section panel. To arrange the service categories and print services in order on the ticket, use   to move the section or item up or down. To specify visibility (to buyers) for a service category, select an option from the Section Visibility pull-down list:

-- Always Expanded (to always show all options to buyers)
-- Collapsed By Default (to have the list of options collapsed by default)
-- Expanded By Default (to have the list of options expanded by default)

●         Add Print Service(s)—Click this button to add a print service to this service section.

Warning: A ticket template should at a minimum have the four print services listed below defined. If they are not defined, orders for products based on the ticket template will require a manual pricing quote and the job may not be finished as expected.
1. Require File(s) from Buyer
2.
3. Print In Color/Sides with appropriate options selected
   --OR--
   Color or B&W plus Simplex and/or Duplex options selected
4. For ticket templates that use continuous , you should offer the Final Width & Height print service.

Warning: Ticket Template Requirements for Booklet Products: "Rules for Booklets"
1. The ticket template cannot contain special pages.
2. The ticket template must have duplex option selected. No simplex.
3. All must be of the same physical size (e.g., for an 8.5 x 11 booklet, the interior and cover would all need to be 11 x 17).
4. The ticket template cannot use tabs/tabbed .
5. The ticket template must be set up for a wraparound cover if you want to give buyers the option of having a separate cover for the booklet. Cannot have front or back cover options, only wraparound cover option.  

Note: To delete a print service, click on the print service panel.

●         On the Add Print Service(s) dialog: To select an existing service to add, locate the service in the table (using the Search field if needed), check its box, then click Add. The service you added will open in the bottom of the section panel to which you added it.

●      Select the print services you want to add to the ticket templates.

●      Click Add.

Note: For products that will give buyers the option of adding tabbed pages:
Set up the ticket template that will be associated with products with a tabbed page option to include:
(1) tabbed (see Catalog-Add New for more details)
(2) the Tabs print service

Note on Stapling and Collation: If your ticket template has a stapling print service option, you should not allow buyers to choose an non-collated output option. You can do this by creating an intelligent (or conditional) ticketing rule that makes stapling options incompatible with non-collation.
To create this rule:
1. Go to Administration > Print Services.
2. In the Print Service Category field, select Staple.
3. Select all stapling print services in the list (by selecting the checkbox in the far right column above the first stapling option in the list).
4. Scroll down and deselect the "No Stapling" option (i.e., make sure the "No Stapling" check box is not selected).
5. Click Edit Incompatibilities.
6. In the All Print Services list select Do Not Collate, then click the right arrow to move it into the Incompatible Print Services list.
6. Click Save.

For more information on how to define intelligent ticketing rules at the print service level, see Intelligent Conditional Ticketing. 

Note:  Mixed Impressions:
When the Mixed Impressions option is enabled, ensure that you have enabled the Special Pages option for the required on the Ticket Template page.  
1. Go to Administration > Ticket Templates.
2. Open the target ticket template.
3. On the print service panel, click Configure.  

4. Select the option Enable this Print Service in Special Pages.
 
5. Select the required and Save the ticket template.  

Note: Now when buyers are configuring the product in the product builder window, a special pages option will be enabled that lets buyers select required pages as needed.  

Note: To select options and to make available as options for buyers ordering a print service, click Configure on the print service panel. Note that the page shows what the non-Visual Product Builder (i.e., the non-Flex Ticketing UI) ticket will look like. Please be aware that this is only a quick preview for you, the administrator, to confirm that the expected options are turned on. For Visual Product Builder UI products, the functionality is similar but the interface will be different; some newer options do not even support the preview but may summarize the options. Also, the preview is merely a simulation of the buyer experience and so does not in any way change the ticket template data, the default values that buyer will see, or control any units of measure that a buyer may see. The only supported data that can be changed to affect the buyer experience is exposed via the Configure button; use only the Configure button to change default or related settings as permitted.  

Warning: A ticket template should have one (1) and only one duplex option specified. Thus, if you have the Sides option set to "Double Sided" you should not have a duplex option available (i.e., turned on) for any other print services (such as a Tabs print service option with an option for buyers to choose "Double-Sided (duplex)."

Having a duplex option available in a ticket template for more than one print service is not a supported practice and will cause problems in the pagination system and lead to pricing calculation errors.

●      Click Configure to configure the print service.

●         On the configuration dialog, select the options you want to make available for the print service.

●         To hide the print service from buyers when ordering on the Visual Product Builder, select the Hide from Buyer (Hide on Visual Product Builder) option.

●         To enable the print service to be used in special pages, select the Enable this Print Service in Special Pages option.

●         Click Save.

●         : By default, available for a product are displayed to buyers in alphabetical order. To change the order in which options are displayed to buyers ordering products based on the template:

●      Select the print service and click Configure.

●      After selecting the options to add to the template, select the you want to reorder in the Display Selected Options panel.

●      Set the Display Priority for the selected .

Note: Setting the display order of the in this way will enable you to set the more common options closer to the top of the display for buyers who are ordering the product. This is especially useful for products whose templates have many options. For example, using the default alphabetical ordering, “US Letter, White” would be much farther down in the list for buyers than “A3, Fire Engine Red, Vinyl.”

Note: Note on Final Width and Height: To use the standard final width and height setting when setting , you must associate any products that use the standard finished size with a ticket template that supports the Standard Final Width and Height options (for more information, see To create (or edit) a ticket template). The finished sizes will then be available for you to select on this page.

Note: This reordering function is available for all print services that use (e.g., tabs, front cover, back cover, special pages). Reordering in existing products will not affect the default you specified for the template.

●      Set the Scale to Fit option for the print service (for cases in which the buyer's file and the selected are of different sizes):

●         Allow scale to fit option, default unchecked: Allows buyers to select an option to fit their content to the selected and have the option unselected by default.

●         Allow scale to fit option, default checked: Allows buyers to select an option to fit their content to the selected and have the option selected by default.

●         Hide scale to fit option: Do not allow buyers to select an option to fit their content to the selected .

●         Hide scale to fit option (force scaling): Do not allow buyers to select an option to fit their content to the selected and force the scaling when needed.

●      Click Save.

●      If you want to scale files to the selected size when needed, select the Scale my files to fit paper (when needed) option.

●         Special Pages: After you create a print service, you can enable it for special pages by clicking Configure to open the print service dialog and then checking the Enable this Print Service in Special Pages box.

Note: Special pages are pages in a job to which customers can apply special formatting options (different from the rest of the document). By using the special page options on the storefront a customer could choose among other things a heavier stock for certain pages or a different size .

For example, if the Ticket Template has both the and Orientation print services enabled for Special Pages, a buyer could set up a document with Tabloid-size in landscape orientation on page 1 and Letter-size in portrait orientation for the remaining pages of the document. For more information on combining the Binding Edge print service with the Orientation print service, see Sample Use Case: Combining Binding Edge and Orientation (with Special Pages Enabled) Print Services.

Note that not all print service categories support special pages.

Notes on Subset Stapling:
If your ticket template has a subset stapling print service option, it is strongly recommended that you enable special pages only for subset stapling and disable special pages for all other print services.

d.        Step 3—Setting job approval requirements and pricing summary access:

●         Enter a heading to label the third step the buyer will perform when building a product based on this ticket template. This is what the buyer will see on the storefront. E.g., “Approve My Job.”

●         Enable Introduction Text—Check this box and enter any text you want to display to buyers for step 3 in the ticketing process in the text box. This text can be descriptive or instructional.

Note: The text is limited to 4,000 HTML characters.

●         Requires Job Approval before being submitted—Check this box to require buyer approval (i.e., buyer confirmation) to continue with the order process for jobs based on this ticket template.

●         Show Pricing Summary—Check this box to enable buyers to view a pricing summary for a job based on this ticket template.

●         Show Special Instructions to Buyer—Check this box to enable buyers to view special instructions for this ticket template.  

e.        Ticket Template Security: Assigning ownership and access rights for the template: In this section of the ticket template builder you can assign an owner for the ticket template and set permissions to restrict access to the template. This lets you make the template available to one user group but not to another.

Note: This section of the template, of course, will not appear to buyers on the storefront.

●         Default Security setting allowing “everyone” to use and manage: Choose this option allow all users (i.e., in the “everyone” group) to use the ticket template and only the designated owner to manage the ticket template.

●         Custom Security Settings: Choose this option to customize security and limit who can use and manage the ticket template.

●      In the Owner field, click Change to add or change who owns (manages) the template.

●      On the Select Owner dialog:

●      In the first drop-down select the category of user to assign ownership of the template to: Groups, Users, or Companies.

●      The search field ( ) will help you locate the group or user you are looking for, and the Show field will limit the number of items displayed.

●      Click the group, user, or company to assign ownership to.

●         Click Add User, Group, or Company.   

●         On the Select Security Principal dialog:

●      In the first drop-down select the category of user to whom to assign access to the template: Groups, Users, or Companies.

●      The search ( ) field will help you locate the group or user you are looking for, and the Show field will limit the number of items displayed.

●      Click the group, user, or company to assign access to. The selected user, group, or company will display on the ticket template in the Access Permissions table. You can grant users the right to Use the ticket template (i.e., create products based on the ticket template) and/or Manage (modify) the ticket template.

Note: You can retract access permissions at any time by clicking Remove for the user, group, or company in the Access Permissions table.

●       

f.          Click Save to save the ticket template.

See Also

●         Ticket Templates Overview

●         To view or change the ticket template associated with a product

●         Product Management Contents Page