Refunds - How to highlight orders that have been refunded
If you need the means to highlight orders in your store that have been refunded, then we have a trigger that will tag your orders when either a full or partial refund has been processed.
Article Quick Links
- How to tag an order that has been refunded
- Tag the order if a full or partial refund has been made
- Tag the order if it has been fully refunded
- Only tag the order if it has been partially refunded
- Will this work with Backdating?
How to tag an order that has been refunded
To identify orders that have been refunded, you will need to select our when a refund is issued workflow trigger when creating your workflow. This trigger will then listen out for the refunds/create webhook from Shopify:
When you authorize ANY type of refund on an order in your Shopify store, whether it be a line item refund, a shipping cost refund, or even an ad hoc refund, this trigger will be fired and your workflow will be executed.
Let's explore the available options you have for configuring the rest of your refund workflow.
Tag the order if a full or partial refund has been made
To tag an order when ANY type of refund has been made, whether full or partial, scroll down to the Fixed Tags section of the workflow builder and type in the name of the tag that you'd like to be applied:
That's all you need to do to set this up, except of course to give the workflow a name and hit Save.
Tag the order if it has been fully refunded
If you'd like to apply a tag to orders where a full refund has been given, you will need to configure some additional criteria within your workflow.
Scroll down to the Your criteria section and select the Financial Status of the order criteria from the available criteria dropdown list. It can be found within the Transaction category:
From the available options in the Financial Status criteria, select the (refunded) option:
Scroll down to the Fixed Tags section of the workflow builder and type in the name of the tag that you'd like to be applied to these orders:
That's all you need to do to set this up, except of course to give the workflow a name and hit Save.
Only tag the order if it has been partially refunded
If you'd like to apply a tag to orders that have been partially refunded, then you will need to configure some additional criteria within your workflow.
Scroll down to the Your criteria section and select the Financial Status of the order criteria from the available criteria dropdown list. It can be found within the Transaction category:
From the available options in the Financial Status of the order criteria, select the (partially_refunded) option:
Scroll down to the Fixed Tags section of the workflow builder and type in the name of the tag that you'd like to be applied to these orders:
That's all you need to do to set this up, except of course to give the workflow a name and hit Save.
Will this work with Backdating?
If you'd like to tag previous orders that meet your selected criteria for the refund trigger, then why not run a backdating job?
Workflows created using this trigger will work when backdated, however, it will only work if the financial_status of the order is set to either partially refunded or refunded.