Automation Rule List
How to Access This Feature
"Orders" → "Automation Rules"
Table of Contents
- 1. About This Feature — Overview / How to Access / 3 Use Cases
- 2. Feature Guide — Search & Filter / List Columns / Actions
- 3. FAQ — 6 Questions + Notes
- 4. Related Features
1. About This Feature
Quick Jump: Overview | How to Access | Use Cases
1.1 Overview
Automation Rules allow you to set up automated order processing logic. When an order meets specified conditions, the system automatically executes corresponding actions, such as adding gifts. With automation rules, you can reduce manual operations, improve order processing efficiency, and ensure consistent rule execution.
1.2 How to Access This Feature
"Orders" → "Automation Rules"
1.3 Use Cases
Quick Links: View Active Rules | Expiring Rules | Filter by Status
Scenario 1: View Currently Active Promotion Rules
Situation: You want to check which promotion rules are currently running.
How to do it:
- Click the "Status" filter
- Select "Enabled"
- Click "Apply Filters"
Result: The list shows all currently active automation rules.
Scenario 2: Find Rules About to Expire
Situation: You want to check which rules are expiring soon to decide whether to extend them.
How to do it:
- Check the "Validity Period" column in the list
- Click a rule name to view the details page
- Confirm the validity period settings
Result: You can track each rule's validity period for lifecycle management.
Scenario 3: Filter Disabled Rules
Situation: You want to view which rules are currently disabled.
How to do it:
- Click the "Status" filter
- Select "Disabled"
- Click "Apply Filters"
Result: The list shows all disabled rules, making it easy to re-enable or delete unnecessary rules.
2. Feature Guide
Quick Jump: Search & Filter | List Columns | Actions
2.1 Search & Filter
Quick Search
Enter keywords in the search box to search by:
- Name
Advanced Filters
| Filter | Description |
|---|---|
| Name | Enter rule name keywords |
| Status | Filter "Enabled" or "Disabled" rules |
2.2 List Columns
| Column | Description |
|---|---|
| Name | Click to view complete rule settings on details page |
| Priority | Higher numbers run first; same priority sorted by creation time |
| Status | Only "Enabled" rules are executed during order processing |
| Validity Period | Shows "Always" for permanent, otherwise shows date range |
| Updated At | When the rule settings were last modified |
2.3 Actions
| Button | Description |
|---|---|
| Create | Create a new automation rule |
3. FAQ
3.1 FAQ
▪ What are automation rules?
Automation rules automatically check conditions and execute corresponding actions after an order is created. Common uses include: threshold gifts, specific product gifts, etc.
▪ What does priority do?
When multiple rules match simultaneously, the system executes them in order from highest to lowest priority. It's recommended to set higher priority for important rules.
▪ How does the validity period work?
Only rules within their validity period will be executed. If no validity period is set, the rule is always active.
▪ Will disabled rules be executed?
No. Only rules with "Enabled" status will be executed during order processing.
▪ How can I pause a rule without deleting it?
Go to the rule edit page and toggle the status to disabled. This preserves the rule settings for future re-activation.
▪ Can the list be sorted?
Yes. Click column headers to sort. Default sorting is by priority from high to low.
3.2 Notes
⚠️ Important Reminders
- Changes take effect immediately after modification
- Verify you no longer need a rule before deleting it
- It's recommended to use validity periods to control promotion timing
- Multiple rules may be active simultaneously; pay attention to priority settings
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Add Rule | Create a new automation rule | Go |
| Rule Details | View complete rule settings | Go |
| Edit Rule | Modify rule settings | Go |