Auto-tag orders by originating staff member, with Mechanic.

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Auto-tag orders by originating staff member

Use this task to keep track of who created what order. This task watches for new orders, and tags each one with the name of the store staff member who created it (if that's how the order was created). This task can also be run manually, to scan and tag all orders already in your store.

Runs Occurs whenever an order is created, Occurs when a user manually triggers the task, and Occurs when a bulk operation is completed. Configuration includes include pos orders and tag prefix.

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Documentation

Use this task to keep track of who created what order. This task watches for new orders, and tags each one with the name of the store staff member who created it (if that's how the order was created). This task can also be run manually, to scan and tag all orders already in your store.

This task watches for new orders, that are created by store staff members, auto-tagging each new order with the name of the user who created it. Run this task manually to scan and tag all existing orders in your store.

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Developer details

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That’s why we make it easy to configure automation without code, why we make it easy to tweak the underlying code once tasks are installed, and why we publish it all here for everyone to learn from.

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Open source
View on GitHub to contribute to this task
Subscriptions
shopify/orders/create
mechanic/user/trigger
mechanic/shopify/bulk_operation
Tasks use subscriptions to sign up for specific kinds of events. Learn more
Options
include pos orders (boolean), tag prefix
Code
{% if event.topic == "shopify/orders/create" %}
  {% capture query %}
    query {
      order(id: {{ order.admin_graphql_api_id | json }}) {
        id
        tags
        events(first: 1, sortKey: CREATED_AT) {
          edges {
            node {
              attributeToUser
              message
            }
          }
        }
      }
    }
  {% endcapture %}

  {% assign result = query | shopify %}

  {% if event.preview %}
    {% capture result_json %}
      {
        "data": {
          "order": {
            "id": "gid://shopify/Order/1234567890",
            "tags": [],
            "events": {
              "edges": [
                {
                  "node": {
                    "attributeToUser": true,
                    "message": "Sam Smith created this order."
                  }
                }
              ]
            }
          }
        }
      }
    {% endcapture %}

    {% assign result = result_json | parse_json %}
  {% endif %}

  {% assign orderNode = result.data.order %}
  {% assign eventNode = orderNode.events.edges.first.node %}
  {% assign originator = nil %}

  {% if eventNode.attributeToUser and eventNode.message contains " created " %}
    {% assign originator = eventNode.message | split: " created " | first %}
  {% elsif options.include_pos_orders__boolean and eventNode.attributeToUser == false and eventNode.message contains " processed this order on Shopify POS." %}
    {% assign originator = eventNode.message | split: " processed " | first %}
  {% endif %}

  {% if originator %}
    {% assign originator_tag = options.tag_prefix | append: originator %}
    {% unless orderNode.tags contains originator_tag %}
      {% action "shopify" %}
        mutation {
          tagsAdd(
            id: {{ orderNode.id | json }}
            tags: {{ originator_tag | json }}
          ) {
            userErrors {
              field
              message
            }
          }
        }
      {% endaction %}
    {% endunless %}
  {% endif %}
{% elsif event.topic == "mechanic/user/trigger" %}
  {% capture bulk_operation_query %}
    query {
      orders {
        edges {
          node {
            __typename
            id
            tags
            events(sortKey: CREATED_AT) {
              edges {
                node {
                  __typename
                  id
                  attributeToUser
                  message
                }
              }
            }
          }
        }
      }
    }
  {% endcapture %}

  {% action "shopify" %}
    mutation {
      bulkOperationRunQuery(
        query: {{ bulk_operation_query | json }}
      ) {
        bulkOperation {
          id
          status
        }
        userErrors {
          field
          message
        }
      }
    }
  {% endaction %}
{% elsif event.topic == "mechanic/shopify/bulk_operation" %}
  {% if event.preview %}
    {% assign bulkOperation = hash %}

    {% capture objects_json %}
      [
        {
          "__typename": "Order",
          "id": "gid://shopify/Order/1234567890",
          "tags": []
        },
        {
          "__typename": "BasicEvent",
          "id": "gid://shopify/BasicEvent/1234567890",
          "attributeToUser": true,
          "message": "Sam Smith created this order from draft order <a href=\"https://example.myshopify.com/admin/draft_orders/1234567890\">#D1</a>.",
          "__parentId": "gid://shopify/Order/1234567890",
          "__parent": {
            "__typename": "Order",
            "id": "gid://shopify/Order/1234567890",
            "tags": []
          }
        },
        {
          "__typename": "BasicEvent",
          "id": "gid://shopify/BasicEvent/2345678901",
          "attributeToUser": false,
          "message": "Received new order <a href=\"https://mechanic-demo.myshopify.com/admin/orders/1835132911651\">#1001</a>.",
          "__parentId": "gid://shopify/Order/1234567890"
        }
      ]
    {% endcapture %}

    {% assign bulkOperation["objects"] = objects_json | parse_json %}
  {% endif %}

  {% assign eventNodes = bulkOperation.objects | where: "__typename", "BasicEvent" %}

  {% for eventNode in eventNodes %}
    {% assign originator = nil %}

    {% if eventNode.attributeToUser and eventNode.message contains " created " %}
      {% assign originator = eventNode.message | split: " created " | first %}
    {% elsif options.include_pos_orders__boolean and eventNode.attributeToUser == false and eventNode.message contains " processed this order on Shopify POS." %}
      {% assign originator = eventNode.message | split: " processed " | first %}
    {% endif %}

    {% if originator %}
      {% assign originator_tag = options.tag_prefix | append: originator %}

      {% assign orderNode = eventNode.__parent %}

      {% unless orderNode.tags contains originator_tag %}
        {% action "shopify" %}
          mutation {
            tagsAdd(
              id: {{ orderNode.id | json }}
              tags: {{ originator_tag | json }}
            ) {
              userErrors {
                field
                message
              }
            }
          }
        {% endaction %}
      {% endunless %}
    {% endif %}
  {% endfor %}
{% endif %}
Task code is written in Mechanic Liquid, an extension of open-source Liquid enhanced for automation. Learn more