Saltar al contenido principal

Add tags to the order

Add tags to the order applies one or more tags to a sales order for tracking and filtering. Tags appear on the order record immediately and can be used to segment orders in reports and lists.

How it works​

  1. The automation reaches the Add tags to the order step with an order in scope
  2. You define one or more tags to apply
  3. When the step runs, each tag is written to the order record
  4. If a tag already exists on the order, it is not duplicated
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Tags or Sales orders, select Add tags to the order
  3. Configure the fields:
FieldRequiredDescription
TagsYesOne or more tags to apply to the order. Enter each tag and press Enter to add it.
tip

Use Add dynamic content in the tag field to insert a value from a previous step. Dynamic values are resolved at runtime.

Outputs​

This action produces no outputs available to downstream steps.