Rules Reference: Events, Filters and Actions

Overview

This guide references all available events, filters and actions that can be found and used in the Rule Builder.

For information on how to create, run and test rules, please refer to the How to Work with Rules guide.

Events Reference

Order is Imported

When the order is imported either from a shopping cart or from an import template.

This event only happens one time. If you set up rules on this event after orders have already imported, it will not work on those existing orders, but will work on orders as they import, moving forward. You can run this event on orders or a folder if you need to apply it to old orders.

Order is Created Manually

When the order is manually added to Order Desk from the Add New Order page.

Folder is Changed

When an order moves from one folder into another.

If using this event, for the rule to work, make sure to add a filter that specifies the ID for the folder that orders should have moved into, otherwise it will run on every order every time it moves into any folder.

Order Confirmed

When the order is confirmed from the dropship email.

If you are sending any dropship emails using the default template, there is a button in the email that the recipient can click to confirm they received the email and order details. When this button is clicked, the Order Confirmed event is triggered.

Order is Duplicated

When an order is copied by clicking on the Duplicate Order button:

Order is Split

When an order is split into two or more orders. 

This can be done manually by clicking the Split Order button or with split rules.

Order Details Changed

When any details are changed by clicking the Edit Order Details button:

This specifically refers to the information found by clicking on the Edit Order Details button, not anything changing anywhere in the order.

Order Address Changed

When any details about either the shipping or customer/billing address are changed on the order.

Order Item Changed

When an item in the order is edited.

Order Note Added

When an internal note is added to the order:

Order Moved From Another Store

When an order is moved from one store into another store with a rule. This rule must be set up on the receiving store.

Order Copied From Another Store

When an order is copied from one store into another store with a rule. This rule must be set up on the receiving store.

PDF Created From Order

When a PDF is created on an order with a rule.

Receipt Printed

When the receipt print button is clicked on an order to build the receipt:

We recommend using this event sparingly and with caution; It is easy to click the print button without realizing, and there may be other actions tied to it from a rule.

Shipment is Added

When a tracking number is added to an order.

Shipment is Deleted

When a tracking number is deleted from an order.

Before Order Imported From CSV

Right before a file is imported, take action. Please note, actions that have a direct effect on orders or order items (e.g. Change Folders, Change Order Item Name) will not be triggered by this event. Orders must already be imported for actions of this kind to take place.

After Order JSON Has Been Posted

When order JSON has successfully posted to the endpoint specified in another rule.

Export Orders

When orders have been exported, either manually or from an appointment.

Export Orders and Export Orders & Products are default exports on every Order Desk store:

If you have any custom export templates that you have built, these will show up as events in the Rule Builder as:

Export Orders: export name

Custom Buttons

When a custom button is clicked. If you have any custom buttons, this will show up as:

Custom Button: button name

Integration Specific Events

Some integrations come with integration specific events such as:

After Order Submitted to Amazon MCF
Order Canceled at ShipStation
Shopify Authorization is Captured

These events are unique to the integrations and will only be available if the integration is enabled.

Filters Reference

Filters determine what orders or items a rule should run on. If you want a rule to run on every order, you won't need any filters, but if you need to specify actions for certain orders or items, use filters to tell Order Desk this information.

When adding filters, select the field name from the order or item, choose an operator (details below) and set the value.

Custom Field Names

Some fields in Order Desk—variations, checkout data and order and item metadata—use your own custom field names. When adding filters for these fields, an additional Field Name box is included. Add the field name you use on your orders or items in this box. It must be an exact match and is case sensitive.

For example, if you have a variation called "Color" on your items:

The word "Color" must be an exact match in your field name:

Fields

Available fields are:

• Folder Name
• Folder ID
• Shipping First Name
• Shipping Last Name
• Shipping Full Name
• Shipping Company
• Shipping Address 1
• Shipping Address 2
• Shipping Address 3
• Shipping Address 4
• Shipping City
• Shipping State
• Shipping Postal Code
• Shipping Country
• Shipping Phone
• Customer First Name
• Customer Last Name
• Customer Full Name
• Customer Company
• Customer Address 1
• Customer Address 2
• Customer City
• Customer State
• Customer Postal Code
• Customer Country
• Customer Phone
• Return Address Title
• Return Address State
• Return Address Country
• Email
• Customer Order Count
• Shipping Method
• Number of Shipments
• Customer IP Address
• Tag Color
• Product Total
• Item Quantity Total
• Weight Total
• Shipping Total
• Tax Total
• Discount Total
• Order Total
• Credit Card Number (last 4)
• Credit Card Expiration Date
• Processor Response
• Processor Balance
• Payment Type
• Payment Status
• Discount Name
• Discount Code
• Order Source
• Order Source ID
• Order Fulfillment Service
• Order Fulfillment ID
• Order Date Created
• Order Date Updated
• Order Notes
• Checkout Data Field
• Order Metadata Field
• Item Name
• Item Price
• Item Quantity
• Item Weight
• Item Code
• Item Variation
• Item Metadata
• Item Delivery Type
• Item Category Code
• Previous Folder ID
• Current Minute
• Current Hour (supports whole numbers up to 24 in local store time)
• Current Day Name
• Current Month Name
• Current Date
• Order History

Operators

Operators tell the rule how to compare and check the value with the field.

Value

The value will vary depending on the field and operator being used. Hover your cursor over the help icon for hints about how to format the value field based on the operator you have selected:

Change Order Actions Reference

When creating a new rule, the first step is to select the rule type—whether you want the rule to run on an order or on an item in an order.

If you select Order Rule, these are the actions that will be available in the rule. They will affect the entire order if the filters apply.

Change Folder

Move the order into a different folder.

Set Shipping Method

Set a new or different shipping method on the order.

Filter Shipping Method

If the shipping method is X, change it to Y. Multiple Actions can be used in the same rule.

A simpler method is to use the Set Shipping Method action which lets you change the method directly.

Filter Shipping State

If the shipping state is X, change it to Y. Multiple Actions can be used in the same rule.

Filter Shipping Country

If the shipping country is X, change it to Y. Multiple Actions can be used in the same rule.

Tag Order

Tag the order a specific color.

Split Order

Split the order into two or more orders.

Duplicate Order With Future Date

Create a copy of the order with a date in the future. The format requires a date or phrase to be added, one per line, and a copy of the order will be made with each order date.

This example would create four copies of the order on these dates relative to the original.

Move to Store

Move the order into a separate store on the same account. This will remove the order from its current store and place it into another one.

Copy to Store

Copy the order into a separate store on the same account. This will leave the order in its current store and create an additional version in another one.

Send Email to Customer

Send an email to the customer on the order. This is also used to send an email to a vendor or other party if their email address is added to the template Email Delivery Override.

Send Email to Admin

Send an email to the admin of the Order Desk account. The admin email is set in the Store Settings.

Post Order JSON

Enter the URL of your custom endpoint and a JSON representation of the order will be sent to this location. If your server responds with anything other than a status code of 200 or 201, Order Desk will keep trying.

Deduct Inventory From Stock

Reduce the stock quantity of the order items from your Order Desk inventory.

Put Inventory Back In Stock

Add quantity from order items to Order Desk inventory.

Wait a Few Seconds and Refresh Order

Tell Order Desk to wait either 5, 10 or 30 seconds before refreshing an order and continuing to run rules on it. This is helpful for dealing with asynchronous data calls, to ensure all previous rules have already run and the order has been updated with any new changes before the next rule takes action.

Set Return Address

Choose a preset return address to be applied to the order.

Post Inventory Items to Website

Enter the URL of your custom endpoint and a JSON file of your inventory items will be sent to this location.

Set Order Metadata Local Timestamp

Add a timestamp to the order in the store's local time.

Set Order Metadata UTC Timestamp

Add a timestamp to the order in the UTC time.

Set Order Metadata Value

Add custom order metadata to the order.

To remove a single metadata field, replace "name" with the actual field name and set [REMOVE] as the value:

To remove all metadata fields (not recommended):

Add [REMOVEALL] as the field value.

To set a date:

[DATE+5days] or [DATE-1week]

To set a short-format date:

[SHORTDATE+5days] or [SHORTDATE-1week]

To add or subtract from the current number

++ or --

Set Checkout Data Value

Add custom checkout data to the order. 

The same examples from checkout data will also apply with metadata.

Set Checkout Data Receipt URL

Add the URL from a PDF to the checkout data of an order.

Set Shipping Phone Number

Add a shipping phone number to the order. 

To set a shipping phone on an order when one doesn't exist, use this action with the filter Shipping Phone Is Blank:

Sync Order Items With Inventory Details

Sync inventory details saved in Order Desk into the same items in the order.

Adjust Order Prices

Convert prices to account for different currencies and conversion rates.

For example, if converting from USD in one store to AUD in another store where the conversation rate is 1.28, create a rule in the AUD store that says:

Event: When Order Copied From Another Store
Action: Adjust Order Prices - 1.28 or 128%

The rule must be manually changed to reflect current rates.

Convert Item Quantities to Separate Items

Split multiple quantities of the same item into separate line items in a single order.

Merge Items With Same SKU

If any items in an order have the same SKU but are on separate lines, use this action to combine them back into a single item with multiple quantities.

Add Order Prefix, Add Order Suffix, and Change Order ID Actions

Use these actions to add order prefixes, add order suffixes, or change the order number.

There are two important details to keep in mind if using these rules:

1. Duplicate order numbers cannot exist in Order Desk, so consider using Twig in the Change Order ID rule to create unique order numbers for each order.
2. Most shopping cart integrations will re-import orders that have already been imported into Order Desk when the order number changes on the assumption that the order isn't in Order Desk. At worst, this can create a loop where orders are continuously imported and reimported. At best, you may unintentionally fulfill the same orders multiple times because they have different order numbers in each instance.

Please use these rule actions carefully and reach out to our Support team for alternatives whenever possible.

Add an Order Item

Add a new item to the order.

See this guide for instructions.

Add a Shipment

Add a tracking number and other shipment details to an order. Because this is a static field, this is best used for adding n/a to orders that won't have a tracking number but need the Shipment is Added event to be triggered.

Create PDF

Create a PDF out of a receipt template.

See this guide for instructions.

Capitalize Order Fields

Add any Order Desk field names, separated by a comma, that should be capitalized in the order.

List of field names can be found here.

Change Payment Status

Change the Payment Status on the order.

Remove US Postal Code +4

Remove the last 4 digits of the 9 digit US postal code, leaving only the 5 digit zip code.

Convert Country to Full Name

Changes the country name from the 2 letter abbreviation to the full name.

Convert State or Region to Full Name

Changes the state or region name from the 2 letter abbreviation to the full name. This only works for states and regions in US, CA, DE, AU, NZ, IE and JP.

Convert Country to Abbreviated

Changes the full country name to the 2 letter abbreviation.

Convert State or Region to Abbreviated

Changes the full state or region name to the 2 letter abbreviation. This only works for states and regions in US, CA, DE, AU, NZ and JP.

Set Fulfillment Name

Set the name of the company the order is being sent to for fulfillment. This information is found from Edit Order Details in the External Fulfillment field:

When submitting orders to an official Order Desk integration for fulfillment, the integration name will automatically be added here, so a rule is not necessary for these orders.

Set Email Address

Add or update the email address to the order details:

This is the email address for the customer, which can be used to communicate with them from Order Desk.

Set Processor Balance

Add a processor balance to the order details. Twig can be used.

Set Tax Total

Add the amount to be added as the tax total on the order.

Set Shipping Total

Add the amount to be added as the shipping total on the order.

Set Handling Total

Add the amount to be added as a handling fee on the order.

Remove Discounts

Remove the discounts from the order totals.

Change Shipping Address

Change the shipping address on the order. Fill out each field or they will be left blank. Twig is allowed to copy the existing field into the updated information.

Change Customer Address

Change the customer/billing address on the order. Fill out each field or they will be left blank. Twig is allowed to copy the existing field into the updated information.

Set Sequential Number

Adds a sequential number on every order when the rule runs. This will be added as checkout data and needs to be named in the rule, such as ID:

Add Order History

Add your own comment to the order history. Twig can be used.

Process Shipments Manually

Available for the Easypost integration. Use this action to delay when the shipment added event runs on shipped orders. For more details see the Easypost integration guide.

We recommend setting up a custom button with this action. For details, see the How to Use Custom Buttons guide.

Delete Order Item Variations

This action will delete all variations from the items in the order.

Move Order Back to Previous Folder

This action will move any order it is run on to the previous folder it was in. 

This is good for scenarios where a large group of orders are accidentally moved by an automatic action or export template. You can set up a temporary rule or button with this action to move those orders back.

Cancel This Event

Cancel the event that is supposed to run for any orders the rule you set up would otherwise apply to.

Send Email With Template

Every email template you create will show up in the Rule Builder after this action:

To send the email template to a specific email address, choose the Send Email With Template action for the corresponding template. Set the email address you want the email to be sent to right in the rule:

Separate multiple email addresses with commas.

The alternative option to this is to use the Send Email to Customer rule action and set the email address in the Email Delivery Override field. Details here.

Export Order with Template

Use this action to export a single order using an Export Template.

Integration Specific Actions

Some integrations come with integration specific actions such as:

Submit Order to Amazon MCF
Cancel Order at ShipStation
Capture Authorized Charge With Shopify

These actions will be unique to the integrations and will not show up unless the integration is enabled.

Change Order Item Actions Reference

If you select Order Item Rule type, these are the actions that will be available in the rule. They will only affect any items in the order that the filters apply to. If no filters are added, they will affect every item in an order.

Change Order Item Name

Change the name of the item to the name written into this rule.

Change Order Item Code

Enter a new SKU (code) for the item in the order.

Set Order Item Metadata

Add metadata to the item.

Please note that this is not the same as Order Metadata. Item metadata is stored directly on the item and can be seen by clicking the arrow under the item name:

Item metadata cannot easily be edited or removed once it is on an item. If you need to be able to edit what you add, use Set Order Item Variation instead.

Item metadata can also be added directly to inventory items in Order Desk and synced into the orders on import. Details here.

Set Order Item Variation

Add a variation to the item. Variations function exactly the same as item metadata, however they are easier to access and edit directly on the items in the order:

Set Inventory Location

Add or update the location of the item. The location is a specific item metadata field.

More information on inventory details, including the location, can be found here.

Change Quantity

Change the quantity of the item in the order.

Change Price

Change the price of the item in the order.

Change Weight

Change the weight of the item in the order.

Set Order Checkout Data

Add custom checkout data to the order.

If you are unfamiliar with checkout data, learn more here.

Set Order Metadata

Add custom metadata to the order.

Please note that this is not the same as item metadata. Order metadata is found at the bottom of the order details page:

Delete Order Item

Remove the item from the order.