Creating Rules

Order Desk comes with a powerful rules engine that lets you do almost anything at almost any time in the order process. This flexibility allows you to customize the order process to the specific needs of your business.

The rules engine works with three different concepts: events, actions, and conditionals. All rules are based around things that happen to an individual order.

Events

Events are simply times throughout the system that something happens. Examples of events are “When an Order’s Folder is Changed” or “When a Shipment is Added To An Order.”

Actions

When the event is executed, the rules engine looks for actions that are connected to that event and runs them. The rules engine has some actions that are natively built-in. Integrations can also create their own events and actions.

Conditionals

Before an action is called on an event, the rule checks to see if there were any conditionals. These are simply ways to ensure that the rule is only run if a series of conditions are met (the total is > $0, the total order quantity is < 10, etc). If the conditional is returned false, the action will not be run.

What Are Rules?

Very simply, each rule has three parts: an event, zero or more conditionals, and one or more actions.

Building Rules

To build a rule, first select an event that you want to target. Then you can add one or more conditionals. If you always want the rule to run, you don’t have to add any conditionals. If you have multiple conditionals you can set the entire set to be either AND or OR. (If you are checking a Folder ID, you’ll need to get the Folder ID from the url for each folder in the sidebar.) Next, select an action. Some actions allow you to select from a dropdown list, some let you enter some text, and others don’t require any settings at all. You can select more than one action.

Testing Rules

Once you’ve created your rule, you should test it to make sure it’s working as you expect. To test a rule, just select the event you want to simulate and enter the target Order ID number.  If you’d rather enter the internal ID number (the one in the url bar) you can select that order. You can also choose to run a rule on an entire folder with this feature as well.

Looking Out For Loops

To protect against an infinite loop (a rule to change a folder when a folder is changed) you can only run 10 rules on a single order for a single event before the rules engine stops running.

Custom Events

If you’d like to run rules on a group of orders based on a timeframe rather than a certain event, you can create a custom event and set the target folder to which it should be applied. We’ll then process this event on your schedule. We’ll only process 500 orders at a time, so if you have a lot of orders to process be sure to move them out of the target folder once you are done working with them.

See all the native rule events, actions, and conditionals.

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