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

StepKeyDescription
Change StatusChangeStatusChange order/shipment status and order type
Change Shipment Order StatusChangeShipmentOrderStatusChange status at shipment level
Change Status Based On Product PropertiesChangeStatusBasedOnProductPropertiesConditional status change based on products
Set Update Status DateSetUpdateStatusDateSchedule future status change
Remove Update Status DateRemoveUpdateStatusDateCancel scheduled status change

Common Use Cases

Status Transitions

Move orders through workflow stages:

New → ChangeStatus (InProgress) → Process → ChangeStatus (Completed)

Conditional Routing

Route orders based on product properties:

New → ChangeStatusBasedOnProductProperties (Hazmat → HazmatReview)

Time-Based Automation

Auto-complete orders after delivery window:

Ship → SetUpdateStatusDate (7 days → Completed)

If manually completed: RemoveUpdateStatusDate

Shipment-Level Control

Change status for specific shipments:

ChangeShipmentOrderStatus (FromStatus=InProgress, ToStatus=Ship)

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:

  1. SetUpdateStatusDate schedules a future status change
  2. Background worker monitors UpdateStatusDate field
  3. When date is reached, status changes to NextOrderStatus
  4. RemoveUpdateStatusDate cancels the scheduled change

This enables time-based automation without blocking the workflow.

On this page