Workflow Steps
Steps for controlling order status transitions and workflow flow.
Overview
Workflow steps control order status transitions and workflow routing. They enable status changes, conditional routing, and time-based automation.
Available Steps
| Step | Key | Description |
|---|---|---|
| Change Status | ChangeStatus | Change order/shipment status and order type |
| Change Shipment Order Status | ChangeShipmentOrderStatus | Change status at shipment level |
| Change Status Based On Product Properties | ChangeStatusBasedOnProductProperties | Conditional status change based on products |
| Set Update Status Date | SetUpdateStatusDate | Schedule future status change |
| Remove Update Status Date | RemoveUpdateStatusDate | Cancel scheduled status change |
Common Use Cases
Status Transitions
Move orders through workflow stages:
Conditional Routing
Route orders based on product properties:
Time-Based Automation
Auto-complete orders after delivery window:
Shipment-Level Control
Change status for specific shipments:
Status vs Order Type
The Change Status step can modify two order attributes:
- Status: The workflow stage (New, InProgress, Completed, etc.)
- Order Type: The order classification (Standard, Express, B2B, etc.)
Changing order type can route the order to a completely different workflow.
Scheduled Updates
The Set/Remove Update Status Date steps work with a background process:
- SetUpdateStatusDate schedules a future status change
- Background worker monitors
UpdateStatusDatefield - When date is reached, status changes to
NextOrderStatus - RemoveUpdateStatusDate cancels the scheduled change
This enables time-based automation without blocking the workflow.