I’m trying to find a way to auto populate an order metafield with the user that has made the order. I need help with filling out the update metafield in Flow.
Topic summary
A user seeks to automatically populate an order metafield with the staff member who created the order (not the customer) using Shopify Flow.
Initial Solution Provided:
- Set up a Flow workflow triggered by “Order Created”
- Use “Update Order Metafield” action
- Configure custom metafield (e.g.,
custom.customer_name) - Insert customer data using variables like
{{order.customer.first_name}}or{{order.customer.id}}
Clarification Needed:
The original poster clarified they need to capture the staff member who created the order or the sales funnel/channel used, not customer information. The correct variable for the value field remains unresolved.
Status: Open question - awaiting guidance on the appropriate Flow variable to reference staff members or order creation source.
you can auto-populate an order metafield with the customer who placed the order by setting up a workflow that triggers when an order is created. Here’s how to do it:
- Trigger: Use “Order Created” as the trigger.
- Action: Choose “Update Order Metafield.”
- Metafield Namespace & Key: Set up a custom metafield for orders (e.g., custom.customer_name).
- Value: Use the variable that pulls in the customer’s name ({{order.customer.first_name}} {{order.customer.last_name}}).
If you need the customer ID instead, use {{order.customer.id}}.
Once this is set up, every new order will automatically have the customer’s name or ID stored in a metafield
This is great. The only thing is in trying to fill in the staff member or whatver funnel was used to create the order not the customer. Not sure what that would be for the value portion