Troubleshoot Automation Rules

Follow the steps outlined in this troubleshooting guide when your automation rules do not apply to orders as expected. Expand the section to view details and steps.

1. Reprocess Automation Rules

Reprocess automation rules to reapply all currently active automation rules and product defaults to all orders currently in the Awaiting Shipment status. Reprocessing the rules can help troubleshoot if there are missing criteria and fix any absent settings not applied during the initial rule processing.

Automation Rules. Arrow points to Reprocess Automation Rules button.

Once you have reprocessed automation rules, check the order activity log for clues as to what caused the issue.

2. Review the Order Activity Log

Check if a rule was successfully applied to an order by checking the Order Activity log in the Order Details window. If the rule did not apply, the order may not have met the rule's criteria.

If the rule did apply but did not affect orders as you were expecting, it could be that the changes the rule made were overridden by another automation rule. The activity log will help you find which other rules were applied to the order that may have overridden the desired rule.

Shipment Activity expanded in Shipment panel of Order Details window with Shipment Activity highlighted

3. Check the Rule for Invalid or Missing Criteria

  • Invalid Characters: Ensure that no additional characters or letters are entered into the criteria.

    • When using criteria that calls for a numerical value such as Order Total, Total Quantity, or Total Weight do not enter non-numeric characters.

  • Missing Criteria: Confirm that each rule has at least one criteria (or is set to apply to all orders) and one action.

    • Leaving blank criteria or actions will cause an automation rule to fail, and will also cause all subsequent automation rules to fail to run as well.

4. Check the Order of Operations

Certain automation rule actions can be dependent upon another automation being applied first. Since rules run in the order they appear in your account it is important to ensure rules follow the correct order of operations.

For example: For rules that update carrier-specific shipping options like insurance the Shipping Service must be set prior to Insurance being added. If this was not the case, the Insurance rule may fail.

SET_Automation_Rules_goodOrderofOperations-MRK.png

Similarly, a rule can be configured to use an order tag as its criteria. If no other automation applies the tag to the order first, the rule will fail.

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