1. Choose the Automation Level:
Decide whether to create the automation rule at the organization or client level. Select your organization in the client selector.
2. Start Creating the Rule:
In the automation rules table, click "Create a New Automation" in the top right corner. Enter a descriptive name for your rule.
3. Select a Trigger:
Choose a trigger for the automation (e.g., "Order Created"). This trigger will initiate the automation.
4. Add Conditions (Optional):
If you want the rule to run only under specific circumstances, click "Add Condition" and select the condition (e.g., "Order Total"). Specify the criteria (e.g., "greater than 100").
- To add multiple required conditions, use "Add Condition."
- To create optional conditions within a group, use "Add OR."
5. Set an Action:
Choose the action that will be executed when the conditions are met (e.g., "Set Packing Note"). Enter any necessary details (e.g., a packing note value like "Large Order").
6. Finalize the Automation:
Press "Create Automation." The rule is now active, and it will apply the specified action when the conditions are met.