Edit Automation Rule
How to Access This Feature
"Orders" → "Automation Rules" → Click rule → "Edit"
Table of Contents
- 1. About This Feature — Overview / How to Access / 3 Use Cases
- 2. Feature Guide — Basic Settings / Rule Settings / Action Settings
- 3. FAQ — 6 Questions + Notes
- 4. Related Features
1. About This Feature
Quick Jump: Overview | How to Access | Use Cases
1.1 Overview
The edit rule page allows you to modify automation rule settings, including basic information, trigger conditions, and execution actions. You can adjust threshold conditions, add or remove actions, and pause or re-enable rules. Changes take effect immediately after saving, so please proceed carefully.
1.2 How to Access This Feature
"Orders" → "Automation Rules" → Click rule → "Edit"
1.3 Use Cases
Quick Links: Modify Threshold | Pause Rule | Add Gift
Scenario 1: Modify Gift Promotion Threshold
Situation: The original rule gives a gift for orders over $1000; you want to change it to $800.
How to do it:
- Go to the rule's edit page
- Find the corresponding rule condition
- Change "Value" from 1000 to 800
- Click "Save"
Result: The rule threshold is updated; new orders will use $800 as the trigger condition.
Scenario 2: Pause a Promotion Rule
Situation: A promotion needs to be paused, but you don't want to delete the rule settings.
How to do it:
- Go to the rule's edit page
- Toggle "Status" switch to off
- Click "Save"
Result: The rule is disabled and will not affect new orders. It can be re-enabled anytime later.
Scenario 3: Add an Additional Gift Action
Situation: The existing rule has one gift; you want to add another.
How to do it:
- Go to the rule's edit page
- Click "Add Action" under the corresponding rule
- Select "Add Gift", enter the product ID and quantity
- Click "Save"
Result: The rule now gives two gifts simultaneously.
2. Feature Guide
Quick Jump: Basic Settings | Rule Settings | Action Settings
2.1 Basic Settings
Fields marked with * are required
| Field Name | How to Fill | Notes |
|---|---|---|
| *Rule Name | Enter a name that identifies the rule's purpose | - |
| Status | Toggle controls whether the rule is executed | Disabling won't affect already processed orders |
| Priority | Enter a number; higher numbers run first | Same priority sorted by creation time |
| Validity Period | Set the rule effective period | Leave empty for permanent |
| Sales Channel | Select which channels this rule applies to | Leave empty for all channels |
| Description | Record rule purpose or change reasons | Optional, for team reference |
2.2 Rule Settings
Each automation rule can contain multiple rules, and each rule consists of "conditions" and "actions".
Condition Types
| Type | Description | Example |
|---|---|---|
| Order Amount | Total amount of the order | Amount >= 1000 |
| Order Weight | Total weight of products in the order | Weight < 5 |
| Item Count | Total number of items in order | Count >= 3 |
| Contains Product | Whether order contains a specific product | Contains = ProductID |
2.3 Action Settings
When conditions are met, the system executes the configured actions.
| Action Type | Parameters | Description |
|---|---|---|
| Add Gift | Product ID, Quantity | Automatically add specified product to order |
▸ Operation Guide
- Add Rule: Click the "Add Rule" button
- Delete Rule: Click the delete icon in the top right of the rule card
- Add Action: Click "Add Action" button within a rule
- Delete Action: Click the delete icon on the right of the action row
3. FAQ
3.1 FAQ
▪ When do changes take effect?
Immediately after saving. New orders will apply the new rule settings.
▪ How do I set a permanently active rule?
Don't set "Validity Period". Leaving it empty means the rule is always active.
▪ How are rules with the same priority handled?
Rules with the same priority are executed in order of creation time.
▪ Can I copy an existing rule?
Direct copying is not currently supported. It's recommended to create a new rule and reference existing settings.
▪ What should I enter for Product ID?
Enter the product's unique identifier from the system. You can find it in "Products" → "Product List".
▪ What's the maximum number of conditions and actions per rule?
There's no limit, but it's recommended to keep rules simple for easier maintenance.
3.2 Notes
⚠️ Important Reminders
- Changes take effect immediately; consider making changes during off-peak hours
- Disabling a rule is safer than deleting; it's easier to re-enable later
- Record modification reasons in the "Description" field
- When testing new rules, consider setting a short validity period first
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Rule List | View all automation rules | Go |
| Rule Details | View complete rule settings | Go |
| Add Rule | Create a new automation rule | Go |
| Product List | Query product IDs | Go |