Automation Rule Details
The automation rule details screen is where users create new rules and edit existing ones. You can access this screen by clicking on a rule name from the Automation Rules list. To create a new rule, click on link "Add another automation rule". You can also create a new automation by starting with a copy of a previous rule through command "clone".
The rules details page provides all the controls needed to define how a rule identifies and processes sales orders.
Rule Configuration
From the rule details screen, users can configure three main components of an automation rule:
1. Rule Name and State
At the top of the page, users define the basic properties of the rule. There exists an obligate filter criteria: automation rules target orders that can be edited and that are in state committed. Automation rules do not target draft orders that are in the course of being defined or modified.
Then, each rule offers the following base properties:
Rule Name – A descriptive name used to identify the rule in the Automation Rules list.
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State – Determines whether the rule is:
Active – The rule will be evaluated and executed during processing cycles.
Inactive – The rule is disabled and will not run.
Command Reprocess rule is explained below.
2. Filters
Filters define the conditions that sales orders must meet to be targeted by the rule.
Users can configure a list of filters.
All filters must match for a sales order to be included during execution.
Filters are evaluated together as a set of conditions.
This allows users to precisely control which orders are selected for automation.
3. Actions (Executions)
Actions specify what the rule does to sales orders that match the defined filters.
Users can configure one or more actions.
All selected actions are applied to each sales order meeting the filter criteria.
Examples of actions may include tagging orders or updating fields.
See figure with automation rule details:
Navigation and Saving
To save changes, click the Save button located at the top-right corner of the page.
To return to the Automation Rules list, use the navigation link at the top-left of the screen.
Additional Capabilities
Automation rules also support the ability to reprocess previously evaluated sales orders, allowing users to override the standard “run once per order” behavior. This is useful when filters or actions are modified and need to be applied again to existing orders.
Refer back to the Automation Rules Overview article for details on rule execution behavior and processing frequency.