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Shopify Flow - individual workflows for each tagging operation -

Sportology
Tourist
9 1 1

I would like to tag all my new orders with

  1. By Vendor (I can do but as a singular even but I don't want to create multiple vendors workflow for each of my vendors)
    • Just want it say - Find the Vendor used and Insert the TAG of that vendor into my order
  2. By Size - I want Flow to identify the size of product size and add the appropriate tag - not sure where to look as cannot see the METAFIELD variant 
  3. Colour - same as above
  4. Item - I can do that - but currently have to create individual workflows for each item
  5. the first two words of the product - I can do this - but same problem as 1 and 5

 

Accepted Solution (1)
Sportology
Tourist
9 1 1

This is an accepted solution.

let me try and give you an example

I want to give all orders created with the name Boldmere Infants - the tag of Boldmere Infants

so I created this from the Template

Sportology_0-1710172591065.png

it has the action of this

Sportology_1-1710172655544.png

which is an order.id

now - if I wanted to create another condition for another school - say Wylde Green

can I??? and will the order come in and add the tag I want it to?

 

View solution in original post

Replies 12 (12)

joshbeckman
Shopify Staff
26 4 8

Hi Sportology,

 

Have you tried making a workflow to do this? It seems entirely possible by using conditions in the workflow to create branched logic and then using the data picker to select the fields to add as tags.

To learn more visit the Shopify Help Center or the Community Blog.

Sportology
Tourist
9 1 1
Hi Josh
I am using workflows - lots of them
struggling to find certain fields like size or colour within the criteria#
and do not understand the branch logic - tried it - but it failed

I currently have 43 working workflows on my site - but a lot of them are
copies of others I know have worked

I want to work smarter

I find the criteria within FLOW very tricky to replicate
paul_n
Shopify Staff
916 127 221

It's usually an anti-pattern to create a lot of workflows. Josh is suggesting consolidating them by trigger. 

 

Regarding your use cases, there isn't much detail in there about where you are stuck. I would suggest picking one and going deep on that as it may help you solve the other needs. 

 

Vendor info is per product and on an order that is located:

  • order
    • lineItems
      • product
        • vendor

OR:

  • order
    • lineItems
      • vendor (it's copied from the product during order creation)

 

LineItems is a list, so you need to work with that list. 

 

Where are you stuck?

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
Sportology
Tourist
9 1 1

Answers and questions - sorry
It's usually an anti-pattern to create a lot of workflows.
Q whats an anti-pattern?

Josh is suggesting consolidating them by trigger.

Q How do I that?

 

Regarding your use cases, there isn't much detail in there about where you are stuck. I would suggest picking one and going deep on that as it may help you solve the other needs. 

I have a lot of orders from Schools - and so I have set up 1 workflow for each school - but I think I should be able to se up one workflow for all Schools for the Flow to identify the school and then add the correct tag - when I first tried it - it added all the tags to the one school order

One main issue I have is with criteria and finding the first (working and correct)  criteria in the drop down box - 

e.g. Name
Order.lineItems.name

I just cannot replicate it in the drop down of criteria as NAME is not an option as a drop down

- it would useful to have a Duplicate box to tick!!!

Vendor info is per product and on an order that is located:

  • order
    • lineItems
      • product
        • vendor

I have found that one!!! so will try it out

 

LineItems is a list, so you need to work with that list. 

Q but there are lots of line items and as a newbie - its confusing !

 

Sportology
Tourist
9 1 1

How do I find this criteria

Sportology_0-1709980121539.png

 

paul_n
Shopify Staff
916 127 221

I don't understand this question. Haven't you already found it?

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
Sportology
Tourist
9 1 1

Hi Paul

 

I did ask a lot of questions - which one are you referring to?

maybe its how do it find the criteria

NAME

order.lineitemsname!!!?

paul_n
Shopify Staff
916 127 221

I'm not sure what data you are trying to find. There is a name field on line items, which is the same as the product's display name (includes variant info). If you click "Add criteria" and then "Order / lineitems / name" you'll find it. You can also search for "name" and it will narrow options. 

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
Sportology
Tourist
9 1 1

I have tried that - but the second criteria I find, never looks like the first  - I am trying to have multiple criteria in one workflow - minimising the amount of workflows I have

the first (from template) criteria says 

NAME

order.lineitemsname

but if I try and create another criteria underneath this one - I cannot re-create the same syntax , it says

its really confusing and hard to explain - but I want to create a long work flow with multiple conditions and replicate the one I took from the browser is proving impossible

 

 

Sportology
Tourist
9 1 1

This is an accepted solution.

let me try and give you an example

I want to give all orders created with the name Boldmere Infants - the tag of Boldmere Infants

so I created this from the Template

Sportology_0-1710172591065.png

it has the action of this

Sportology_1-1710172655544.png

which is an order.id

now - if I wanted to create another condition for another school - say Wylde Green

can I??? and will the order come in and add the tag I want it to?

 

paul_n
Shopify Staff
916 127 221

To do that, I would add a second condition and essentially the same logic again. You can connect that second condition directly to the Order created trigger so that the logic for 1 doesn't affect the other. 

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
Sportology
Tourist
9 1 1

Some times I cannot find the same logic as the top option - and then the workflow does not work

like 

NAME

order.lineitemsname