Workflow to Autoset Shipping Method Based on Items

 

This tip shows how to create a workflow that will automatically set a pre-defined shipping item based on the type of items selected in the sales order.

Step 1

Create a saved search for the input to the workflow. The criteria for the search will include all sales orders that needs the shipping item changed based on the item record selected in the sales order.

Step 2

Tip Image 1
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Step 3

Create a new state. Enter the name and save it.
Tip Image 2
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Step 4

Create a new action to set the field value based on the saved search, as shown the figure below. Then save the action.

Tip Image 3
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Release the workflow in testing state first, run some tests and if everything tests correctly then change status to “Released.”