Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Each Rule will begin with at least one Trigger, controlling when the rule will be executed. Checkout Automation allows Triggers relating to Order events, such as an Order being canceled, Vendor events, such as a Vendor being requested, and Asset events, such as an Asset being assigned.

Order Triggers

Request created

...

Image Added

The Request created trigger will cause the rule to run whenever an order is placed by a customer.

Request declined

Image Added

This Trigger will cause a rule to run when an Agent declines a request from a customer (see below example).

...

Image Added

Request ordered

Image Added

This Trigger will cause a rule to run when an Agent submits an Order from a customer (see below example).

...

Screen Shot 2024-03-12 at 9.13.03 AM.pngImage Added

Request completed

Image Added

This Trigger will cause a rule to run when all Items in the order have been marked as received (see below example).

Screen Shot 2024-03-12 at 9.16.25 AM.pngImage Added

Request canceled

Image Added

This trigger will cause a rule to run when any Item which has been ordered is canceled by an agent (see below example).

Screen Shot 2024-03-12 at 9.27.57 AM.pngImage Added

This automation can run on a ticket each time an Item is canceled. For this order, the automation could run twice if each Item is canceled.

Request returned

Image Added

This Trigger will cause a rule to run when any Item on an order is returned (see below example).

Image Added

Request updated

Image Added

This Trigger will cause a rule to run when the Checkout Order is updated.

Issue Pending Approval

Image Added

This Trigger will cause a rule to run when the Order Issue has entered the Pending Approval status.

Issue Approved

Image Added

This Trigger will cause a rule to run when the Order Issue has received an approval.

Issue Declined

Image Added

This Trigger will cause a rule to run when the Order Issue approval has been declined.

Vendor Triggers

Unapproved vendor created

Image Added

This Trigger will cause a rule to run when an agent

...

fills out information for a

...

Vendor requested by a customer (see below example).

Screen Shot 2024-03-12 at 10.34.18 AM.pngImage Added

Unlisted vendor created

Image Added

This Trigger will cause a rule to run when a customer requests a new Item and fills out a new Vendor name (see below example).

Screen Shot 2024-03-12 at 10.32.03 AM.pngImage Added

...

Asset Triggers

Asset assigned

Image Added

This Trigger causes a rule to run when an asset is assigned to a user.

Asset created

Image Added

This Trigger causes a rule to run when an asset is created

...

.

Asset updated

Image Added

This Trigger causes a rule to run when an asset has been updated.

Asset deleted

Image Added

This Trigger causes a rule to run when an asset is deleted from the system (see below example).

Image Added

Table of Contents

Write into our Support Desk with any questions you have.