Tag orders based on Order attributes (Additional details)

Please Note:

Order attributes (Additional details) are different from order notes and line item properties. Order notes, which are available in every free Shopify theme, let you capture special instructions on how to prepare and deliver an order. Line item properties are used to record customisation information about specific products in an order. Line item properties are specified directly on the product page.

Many Merchants utilise Order attributes (Additional details) to provide additional context to an order to help them either prepare or fulfil an order in a certain way.

They are custom form fields that let you collect additional information from your customers on the cart page of your Shopify store. Order attributes are often referred to as additional details or cart attributes.

These details, when present, can be found on the right-hand side of the order screen under the ADDITIONAL DETAILS heading within the Notes section. 

Order attributes are normally stored as name:value pairs. In the example below, we can see the following order attributes name:value pair:

Name: collection-delivery-date
Value: 28-05-2020

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Merchants would ideally like to see the value of certain order attributes within the orders list view in Shopify, however, this is not possible. It is also not possible to filter orders based on order attributes.

Highlighting orders that contain specific order attributes or order attribute values means that those orders can be forwarded on to specific teams, i.e. orders containing custom-built products, or they can be forwarded on to a 3rd party logistics company.

The way to highlight these orders, therefore, is to apply tags to orders that contain a specific order attribute name or value or a specific combination of name and value.

How to use the criteria

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

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Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.

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Click the Add criteria to my workflow button:

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The Order attributes (Additional details) criteria can be found within the Order category in the Select criteria pop-up window:

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You will then be presented with the following screen:

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Criteria Options

By default, the condition of the criteria is set to look for an exact match of the name of the order attribute:

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You can, however, select if the condition of your criteria should look for the name or value of the order attribute:

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You will then need to select an option to determine what type of match you are trying to make with this criteria:

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If the attribute name

Here is what each option within the conditions dropdown will do:

is: Does the name of this attribute exactly match the string you have specified?

contains: Does the name of this attribute contain the string you have specified?

does not contain: Does the name of this attribute NOT contain the string you have specified?

does not exist: Does the name of this attribute not exist at all?

If you'd like to customise the criteria to look for orders that contain an order attribute name of collection-delivery-date for example, you would need to configure the criteria as follows:

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Use the matching order attribute as a tag

Instead of applying a fixed tag to the order, there is the option to apply either the name or the value of a specified order attribute as the tag name. This is a great option when needing to tag your orders with dynamic attribute values like delivery dates or pickup dates.

By default, the criteria is set to use the value of the order attribute as the tag name.

To tag the order with the name of an order attribute, select the name option as the Tag to be applied:

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This option will also allow you to specify a Prefix or a Suffix on the tag.  This can help to identify where a tag originated from if you use a lot of tags on your orders.

If the attribute value

If you have configured your criteria to look for a specific order attribute name, then you also have the option to check the order attribute value for a specific matching string. By default, the criteria will check to make sure that the value of the order attribute is not empty unless you uncheck the checkbox.

Click on the dropdown to reveal further options:

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You will then need to select the type of match you are trying to make with the value:

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Here are the options available:

is: The value of this order attribute exactly matches a string that you specify.

is not: The value of this order attribute does not match exactly, a string that you specify.

contains: The value of this order attribute contains a string that you specify.

does not contain: The value of this order attribute does not contain a string that you specify.

  is empty: The value of this order attribute is empty.

is not empty: The value of this order attribute is not empty.

Select the option that most suits your needs and then enter the string that you are looking to find in the value of the order attribute:

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Flexible criteria

You can build workflows that have multiple criteria mixing both order attribute names and values as the conditions for tagging.

You may need to take a look at some of your existing orders to find out the name or value of the order attributes being used in your store.

Defining the Tag name

You may not wish to apply the order attribute name or value as a tag on orders that meet the criteria configured in your workflow. Fixed tags can also be configured in these workflows to highlight all orders that meet a specific set of criteria.

If using fixed tags when this criteria matches an order, define the tag name/names that you would like to be applied to the order (don't forget to click the Add fixed tag button):

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It's worth giving your workflow a name to help you identify it at a later date, so add a workflow name in the New Workflow section, check the summary of your workflow and if happy, either Test your Workflow against an existing order or hit Save Workflow:

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If you wish to apply a different fixed tag for each order attribute that you use in your store, then just create a new workflow for each one.

Backdating

This criteria option will work if you choose to Backdate your orders.

Dynamic Tagging

Order attributes (Additional details) are not available to apply as Dynamic Tags.

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