Automation

Tasks that you typically perform manually can be replaced with automatic actions. With proper system configuration, you’ll eliminate repetitive tasks, save time, and reduce the number of errors in orders.

When discussing automatic actions in BaseLiner, it’s necessary to familiarize yourself with three basic terms: events, conditions, actions.

Events

Events are specific situations (such as retrieving an order) for which you can set actions to be performed. We distinguish between personal events (triggered by the user) and system events.

Conditions 

You can add detailed conditions to events that must be met for the action to be executed. For example: perform actions for a paid order, but only if it comes from eBay, one of the products is an iPhone, and the delivery country is Germany.

Actions 

Automatic actions can change order statuses, send customers email and SMS messages, dispatch packages with a selected carrier, print documents on printers of your choice, and much, much more.

How to create an automatic action?

1. Go to the Orders/Products → Automatic actions section and click +Add automatic action.
2. Choose an event [1].
3. Add conditions (optional) [2].
4. Select actions (there are over 40 types of actions available) [3].
5. Assign the automation to a group and/or enter a description (optional) [4].
6. Click Save.
7. Done! The action will be executed for orders that, from the moment of its creation, trigger the selected event and meet the defined conditions.

Rules for creating actions

• It’s possible to define any number of actions to be performed for a single event – with any number of conditions.
• For each event, you can also create separate actions with different conditions.
• Actions do not work retroactively.
• Conditions for actions with the same event are checked simultaneously.
• Actions for the event The order is in status for a certain numbers of days are performed daily around 8 PM.
• The history of performed automatic actions is available on the order card.

Stop after failure

The Stop after failure option available for some actions allows you to stop the execution of remaining actions if a given action fails. This is a useful option in situations where, for example, invoice generation fails, and the next action is to send a message containing this invoice.

In the Action after failure field, you can select a custom event that will be executed when an error occurs during the automation process.

Action descriptions 

You can add a description to each automation. This will allow you and your employees to quickly verify the automatic action.

The description added in this way will be visible when hovering over the speech bubble icon in the list of automatic actions created in the system.

Grouping actions 

In the Orders/Products → Automatic actions → Action groups section, you can create groups of automatic actions. This will allow for more transparent and easier management of a large number of automations.

Grouping actions will also optimize the system’s performance – when entering the Automatic actions tab, the entire list of automations will not be loaded immediately.

You can also quickly enable or disable an entire group.