This article will walk you through the process of creating a shipment order workflow. A workflow is an efficient way to streamline order preparation and shipping by automatically triggering certain actions when specific conditions are met. See this article to learn more about the definition of a workflow.
Please note that only orders placed after the workflow's creation are affected.
Getting Started
To begin, navigate to the Workflows screen.
If you have trouble finding the screen, please search Workflow using the Search Option on the menu bar.
Select Create Workflow from the right side of the screen.
Select Shipment Order from the available workflow types.
Enter a name in the Workflow Name field. The Workflow Type field will be automatically filled with the type you selected.
If you need to see a summary of your workflow, click Summary on the left side of the screen to open the sidebar. As you work, more information will appear in the summary.
Click the arrow under Summary to expand/minimize this sidebar.
You can also use the Map option on the bottom right side of the screen to zoom in, zoom out, or click and drag to move around the flow chart.
This function can be minimized by clicking the Map icon.
The sections that follow will walk you through creating an example workflow. The example workflow will activate every time a shipment order is created. It will then automatically assign a priority of 10 to orders that are over 60 USD and greater than 80 ounces, as well as any Amazon Prime orders.
Add Trigger
For this section, you'll define when the workflow will start to operate. Only one trigger can be added to a shipment order workflow.
Choose your trigger by selecting Add Trigger.
Shipment order workflows can be triggered either when new orders are Created or existing orders are Updated. Select the option that suits your needs, then click Save.
Note: A workflow with the Updated trigger updates each individual SO only once.
If you need to change the selection you've made, you can use the Edit button in the Trigger box.
Add Condition
Once the trigger is activated, the system will check for shipment orders that meet the conditions of your workflows. There is currently no limit to the number of conditions within a workflow.
Conditions are grouped into condition groups. You can apply multiple conditions within a single group, and you can also create additional condition groups. Conditions, whether within or outside of a condition group, are linked to other conditions using and/or statements. To make them easier to track, different colors can be applied/changed for each condition group.
Under the Trigger box, select Add Condition to set what condition(s) orders will need to meet before the action for this workflow occurs.
Only future shipment orders that fulfill this workflow's condition(s) will be subject to the action(s) you set.
The Add Condition pop-up will open.
The Condition Group field will be filled automatically. You can select the color for this condition group from the square menu.
Choosing a color is optional. If you don't make a selection, the default color will set.
Next, select a condition from the If the order's dropdown.
Logiwa offers a large variety of conditions you can add to your workflow. To view an extensive list of conditions, see this article.
For this example, Price has been selected first. Thus, the condition so far is "If the order's price..."
For most choices, you'll next select the Comparator for the condition. This usually consists of variations of is/is not or greater than/less than statements.
Some conditions, such as Is International Order, are simply yes/no toggles. Both types are shown below:
Next, fill in any additional fields that load. Conditions with comparators will require at least one more input.
In the example below, "If the order's price is greater than or equal to 60.00" has been input. Thus, this condition will apply to any shipment orders with a price greater than or equal to 60.00 units of the default currency set for this account.
Click Set Condition. You'll return to the map of your workflow and will be able to view your condition in the flow chart.
If you need to make changes to Condition Group 1, you have three options:
Edit: Click to make changes to the created condition.
Delete: Click to delete the created condition.
Plus: Click to add another And/Or part to Condition Group 1. This refers to the (+) enclosed within Condition Group 1, not the one outside of it.
If you need to add more to this condition, click the Plus button contained within the Condition Group 1 box.
Say this workflow is for orders over 60 USD (default currency) and greater than 80 ounces (default weight unit). To create this, click the Plus button, select And, and add the following condition:
Click Set Condition and the addition to this group will appear:
Select the Plus button outside the condition box and choose And/Or to add a second condition group to this flow. This condition will be separate from the previous group that was created.
In this example, an Or condition has been added, meaning the action for this flow will occur if either the Group 1 or Group 2 condition is met.
If you need to add actions to take if the conditions you set here are not met, you can do this by adding a rule set after you add an action.
Add Action
Adding actions is the next step in the workflow setup process. If a shipment order meets one of the two conditions above—either it's 60 USD and over 80 oz OR it's a Prime order—then whatever actions are added will apply to that order.
Actions will occur in the order they're listed in. There is currently no limit to the number of actions that can be added, however, they are not connected by and/or statements like conditions.
Click Add Action from its position under the condition groups.
From the Then dropdown, select an action.
To view an extensive list of available actions, see this article.
For example, to assign a high priority for these types of orders, select Add Priority and set an appropriate priority number. In this warehouse's case, 10 is the highest priority.
Click Set Action to save. The new action will be added to the workflow.
If you need to edit this action, click the Edit or Delete buttons.
Click the Plus to the left of the current action to add an action that will occur before it. Click the Plus to the right to add one that will occur after it.
You can now click Save at the bottom of the screen to complete your workflow.
This will apply the Default rule set. Learn more about rule sets here.
A confirmation message will appear once your workflow is saved.
Add Rule Set
There are two types of rule sets that can be used in each shipment order workflow: the If Else rule set, and the Else rule set.
The If Else rule set:
Must be selected from the available options using the Add Rule Set button
Activates if the previous conditions were not met
Contains at least one additional condition and action
Can support additional If Else rule sets
The Else rule set:
Must be selected from the available options using the Add Rule Set button
Activates if the previous conditions were not met
Contains at least one additional action
Cannot support additional If Else/Else rule sets
Limited to one per workflow
Adding either of these alternative rule sets is as easy as clicking Add Rule Set and selecting your preference, then clicking Next.
Adding conditions and actions functions just as it did above! Just remember the key differences:
If Else: Adds at least one more condition and one more action to be taken for orders that do not meet the previous condition(s). The total is not limited per workflow.
Else: Adds at least one more action to be taken for orders that do not meet the previous condition(s). Limited to one per workflow.
For example, the below example will activate for orders that do not meet the previous conditions:
So, if the orders were not over 60 USD + over 80 oz, or not Prime Orders, these rules would kick in:
So orders that don't fit into the pink/purple categories would, if they were international orders, not be downloaded. If all of the above conditions were not met (60 USD + over 80 oz, not Prime Order, not international) the order would have the status On Hold assigned.
Complete Example Workflow
An example shipment order workflow can be seen in the below image. Let's take a look step-by-step at how this shipment order workflow works.
The trigger is the creation of a shipment order, so this workflow only operates when a new shipment order is created.
The workflow first checks the conditions of the Default rule set. If the address is in the US or Canada, to a residential address, not an international order, and the address is verified, it will be marked as a residential zone shipment.
Assuming the order's delivery country is outside of the US or Canada, and the address type is Military, the default rule set will be skipped and the second rule set (If Else) will be checked. If it meets the criteria, it will be marked as a military zone shipment.
If the address type of the order is neither residential nor military, both rule set conditions will not be satisfied, so the Else rule set will be used to mark the order as a non-specific shipment.
Or, to represent it in a table:
Newly Created Shipment Order | Order's Address Type (Condition) | Executed Rule Set |
| Order's Extra Note Field (Action) |
SO1 | Residential | Default rule set | = | Marked residential zone shipment |
SO2 | Military | If Else rule set | = | Marked military zone shipment |
SO3 | Empty | Else rule set | = | Marked non-specific shipment |
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