Field Automations

Fill in custom fields automatically when a SKU matches a pattern.

Overview

Your rules

Create a rule

When rules run

Click the screen or use the arrow keys to step through.

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01Overview

Field Automations: Open Settings and choose Field Automations, under Listings. Rules here fill in your custom fields automatically when a SKU matches a pattern, so your team doesn’t have to. Rules are shared by the whole workspace. You set up the fields themselves in Field Customization.

Add rule: Opens Create automation, where you set up a new rule. With no rules yet, Create your first rule in the empty list does the same.
Rules: Each rule shows its name, how many fields it sets, and the SKU pattern it looks for, such as SKU starts with “CAM-”. Rules are listed by priority, lowest number first.
Turn a rule on or off: The switch beside a rule turns it off without losing it. A rule that’s off is greyed out and skipped until you turn it back on. New rules start on.
Edit: Point at a rule to show the pencil and bin. The pencil opens Edit automation with the rule’s settings. Choose Save changes when you’re done.
Delete: The bin deletes the rule straight away. You aren’t asked to confirm, so turn the rule off instead if you might need it again.

The fields in Create automation. You need at least one custom field first.

NameRequired: A label for the rule, such as Camera stock.
Match type: How the SKU is compared with the match value: Starts with, Ends with or Contains. Starts with is the default.
Match valueRequired: The text to look for, such as CAM-. Matching ignores upper and lower case. Below it, the window shows an example SKU that would match.
Priority: Which rule wins when several match. A lower number wins. It starts at 0.
Fields to set: The custom fields the rule fills in. Choose Add field for another row. Each field can be used once per rule, so Add field is greyed out once every field has a row. Every rule needs at least one.
Field and value: Pick a field, then the value to give it. For a dropdown field, choose one of its options; for other fields, type the value. The cross removes a row when there’s more than one.
Create: Saves the rule and closes the window. Cancel closes it without saving.

When rules run: When someone enters a SKU while creating a Capture, every matching rule that’s on fills in its fields. They can still change the values before creating the Capture. Rules don’t change Captures that already exist.