ExactFlow Automatic Action Page User Guide
Automatic actions are rules that run by themselves when something happens (an event). Three elements make up a rule:
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Event, the start of the rule (e.g., Product Created).
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Conditions are filters that determine when a rule is applicable (e.g., product category = "clothing")
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Actions are what the system does when certain conditions are met, such as sending an email, changing a price, or setting a star.
You don't have to stay on the page because the system executes the many actions you add in the background.
Open the Automatic Actions page
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Select Products → Automatic Actions from the left menu.
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The page shows:
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At the top is a brief purple explanation panel that explains what automatic actions are.
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The current automatic actions are listed in the table below.
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In the top right corner is a green “Add Automatic Action" button.
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Read the automatic actions list.
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Row number
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Event: which event triggers the rule (example: Product Created)
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Performed Actions: a short list of actions the rule will do (example: Send Email)
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Action icons: on the right for quick operations:
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Edit: open the rule to modify it
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Toggle On / Off: enable or disable the rule
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Copy / Duplicate: make a copy of the rule
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Delete: remove the rule.
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The main table shows each rule in rows. For each rule, you can see:
Step 1: Create a new Automatic Action.
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Click the green Add Automatic Action button.
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A modal window opens with two main areas:
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Event and Conditions area. The event and conditions section is on the left.
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The Performed Actions area (what will happen) is on the right.
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Select the event that will start this rule from the Event dropdown menu on the left.
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Example: Product Created.
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To restrict when the rule runs, click Add Condition on the left.
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Add condition fields such as category, source, SKU, country, price range, etc.
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You can add many conditions; all must be met for the action to run.
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Select an action from the dropdown menu on the Performed Actions side on the right:
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Examples of actions include sending emails, setting stars, adding or removing tags, changing stock levels, changing prices, creating SKUs, and more.
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Fill required fields for that action:
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If Send Email, then choose Email Template, enter recipient emails, etc.
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If Change price then enter the new price or formula.
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To add more actions (run multiple things in order): click Add Task to Perform or use up/down arrows to set order.
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The order in which actions are performed is shown.
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To enable the rule now, use the toggle on the right (green = enabled).
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To save the rule, click Save (purple). To discard, click Cancel.
Note: You don't need to keep the page open because operations are queued and executed in the background once they are saved.
Step 2: Edit an existing rule
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Click the Edit icon for that rule on the list.
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The same modal opens with the event, conditions, and actions prefilled.
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Click Save after making changes to any field or action and adding or removing tasks.
Step 3: Enable or Disable a Rule
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On the right side of the row, click the small toggle:
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ON (green) indicates that the rule runs automatically.
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OFF (gray) indicates that the rule is paused and won't run.
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When you want to stop a rule temporarily, use disable.
Step 4: Copy (duplicate) a rule
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On the rule row, click the copy / duplicate icon (clipboard).
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The system will create a duplicate rule (you can then edit and save it under a new ID).
When you want a similar rule with minor modifications, this is helpful.
Step 5: Delete a rule
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Click the trash icon on the rule row.
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Confirm the deletion in the pop-up window.
Note: The rule is permanently removed when it is deleted.
Advanced search & navigation
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Click Advanced Search above the table to filter rules in the list by entering events, conditions, and action ID.
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To navigate between pages, use the pagination controls at the bottom right.
