Tag orders based on the Collections for the Products in the order
This criteria allows Merchants to tag orders depending on the Collections that some or all of the products in the order either belong to or don't belong to.
In short, if your workflow differs based on how you fulfill products based on the collection they are in, then this criteria can be customized to meet most of your needs.
We'll outline how to set up the criteria and explain how each of the four available criteria conditions can be used.
Why tag orders when products are or are not in certain collections?
There are many reasons why you may wish to tag orders based on whether or not the products in the order are in or not in certain collections. A few examples are:
- Highlight orders fulfillable by another location when all products are in the same collection
- Only contain products from a certain Vendor
- Only contain products of a certain Product Type
- Only contain products from a Seasonal collection
- Only contain products from a Sale collection
How to use the criteria
To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:
Define the trigger to determine at which point you would like the workflow to run; we recommend selecting the trigger when orders are created.
Click the Add criteria to my workflow button:
The Collections for the Products in the order criteria can be found within the Product category in the Select criteria pop-up window:
Click the Use in your workflow button on the right to select this criteria.
You will then be presented with the following screen to configure the criteria:
Criteria Conditions and when you might use them
There are 4 conditions to select from when customizing this criteria. Each of them will check the products in the order against the collections that you specify but will differ slightly on whether or not they match:
If ANY of the products in the order are IN the collections that you select, then the criteria will match.
If ANY of the products in the order are NOT IN the collections that you select, then the criteria will match.
If ALL of the products in the order are IN ALL of the collections that you select, then the criteria will match.
If ALL of the products in the order are NOT IN ALL of the collections that you select, then the criteria will match.
Select the appropriate condition for the workflow you are trying to build.
Selecting the Collections
Click on the Add collections to selection button to start choosing the collections for your criteria:
Choose the collections for your criteria by selecting the checkbox to the left of each collection:
Then click on the Add button.
Your selected collections will then appear in the criteria:
You can click on the Add collections to selection button again to add more collections.
Defining the Tag name
Define the tag name/names that you would like to be applied when this workflow matches your criteria (don't forget to click the Add fixed tag button):
Saving and naming your workflow
It is mandatory to name your workflow to save or edit it. Otherwise, you won't be able to save the changes or even test them. Then, check the summary of your workflow, and if happy, either Test your Workflow against an existing order or hit Save Workflow:
Dynamic Tags
The Collections for the Products in the order attribute is not currently available as a dynamic tag.
Is this workflow compatible with Backdating?
Yes, this criteria is available to use in our backdating service. Find out more about backdating?