Working with Timestamps
IN THIS GUIDE
If you want to take an action on an order after a certain amount of time has passed, you'll first need to create a rule to apply a timestamp on the order. This guide will walk you through the steps to create actions triggered by a timestamp.
In our example, we'll apply a shipment timestamp. With most things in Order Desk, however, keep in mind that it can be customized to meet your specific requirements.
Add Timestamp to Orders
Click on Rule Builder under the Settings menu in the left sidebar.
We will be creating the rule that adds the timestamp, so first, under Add New Rule, select the event you want to trigger the timestamp being created. In our example, we'll be selecting when Shipment is Added:
To add the timestamp, select Set Order Metadata Timestamp as the action and type in your value. In our case we'll be using "shipped_time", though you should set this as something that makes sense for why you are creating a timestamp.
Add a Reference Name for your rule so you'll be able to easily identify it later, and make sure it is enabled so it can begin to work. Save your rule by clicking Add Rule.
Now, with this rule set up, when shipment info is added to an order, a "shipped_time" timestamp can be seen in the Order Metadata:
Create Custom Event
The next step is to create a custom event that will check the timestamp on your orders and trigger the action you want to happen. Creating a custom event requires an Order Desk Pro account.
To create a custom event, click on Create Custom Event underneath the Add New Rule section of the Rule Builder.
Custom Events run on specific folders, so you will need to already have created the folder and figured out the workflow and movement of your orders before you can set this up.
Select the folder you want and fill out your custom event details here:
Apply Action to Orders
The last step is to create the rule that will apply the action you want to your orders. This rule will need to run your newly created custom event on the folder you've chosen on the schedule you've selected, check the timestamp on the orders, and apply the action you want. This action can be to send an email to the customer, tag the order a certain color, etc.
When creating this rule, your custom event will show up in the events dropdown:
After selecting that, click Continue.
You'll need to add a condition to this rule to check your timestamp and tell Order Desk when you want to trigger your action. Select If Order Metadata Field, then fill out the operator and the rest of the condition details to match your needs and settings, using this screenshot as a reference for one way to do it:
In our example, we set the condition to check for timestamps that are 5 days old.
Then select your action(s). In our example, we are sending an email to the customer and moving the order to the closed folder.
Give your rule a name you'll remember, make sure it is enabled and save.
Now your timestamp can be used to trigger certain actions. In this example, a timestamp is created when shipment is added to an order, and after 5 days an email will be sent to the customer and the order will be moved to the Closed Folder.
It's best to check back in after some time has passed to make sure your rules are working as expected. If they are not working, contact Order Desk Support for help.