Order Workflow Tasks

Order tasks are used to create, update, and delete Orders.

Create Order

task: "Order/Create@1"
name: createOrder
inputs: 
  values:
    billToContactId: "{{ billToContactId }}"
    customValues: "{{ customValues }}"
    divisionId: "{{ divisionId }}"
    employeeContactId: "{{ employeeContactId }}"
    entityTypeId: "{{ entityTypeId }}"
    equipmentTypeId: "{{ equipmentTypeId }}"
    lastOrderStatusModified: "{{ lastOrderStatusModified }}"
    orderNumber: "{{ orderNumber }}"
    orderStatusId: "{{ orderStatusId }}"
    orderType: "{{ orderType }}"
    salespersonContactId: "{{ salespersonContactId }}"
    trackingNumber: "{{ trackingNumber }}"
outputs:
  - name: order
    mapping: "order"

Get Order

task: "Order/Get@1"
name: getOrder
inputs: 
  orderId: "123"

outputs:
  - name: order
    mapping: "order"

Update Order

task: "Order/Update@1"
name: updateOrder
inputs: 
  orderId: "123"
  values: 
    billToContactId: "{{ billToContactId }}"
    customValues: "{{ customValues }}"
    divisionId: "{{ divisionId }}"
    employeeContactId: "{{ employeeContactId }}"
    entityTypeId: "{{ entityTypeId }}"
    equipmentTypeId: "{{ equipmentTypeId }}"
    lastOrderStatusModified: "{{ lastOrderStatusModified }}"
    orderNumber: "{{ orderNumber }}"
    orderStatusId: "{{ orderStatusId }}"
    orderType: "{{ orderType }}"
    salespersonContactId: "{{ salespersonContactId }}"
    trackingNumber: "{{ trackingNumber }}"

Delete Order

task: "Order/Delete@1"
name: deleteOrder
inputs: 
  orderId: "123"

Copy Order

Creates a full copy of an existing order including entities, charges, commodities, and custom values. Tracking events are not copied.

Copy Options

Option	Type	Required	Description
orderId	int	Yes	The source order to copy
orderType	OrderTypes	No	Override the order type on the copy. If not provided, keeps the original.
orderStatusId	int	No	Override the order status on the copy. If not provided, keeps the original.
trackingNumber	string	No	Set the tracking number for the new order. If not provided, defaults to null.

Basic Copy

task: "Order/Copy@1"
name: copyOrder
inputs:
  orderId: "{{ orderId }}"
outputs:
  - name: newOrder
    mapping: "order"

Copy with Overrides

task: "Order/Copy@1"
name: copyOrder
inputs:
  orderId: "{{ orderId }}"
  orderType: "Quote"
  orderStatusId: "{{ newStatusId }}"
  trackingNumber: "{{ trackingNumber }}"
outputs:
  - name: newOrder
    mapping: "order"

What the new order receives

• New order number (auto-generated)
• All OrderEntities (shipper, consignee, etc.)
• All Charges copied with ChargeStatus.Open
• All Commodities (full deep copy)
• Custom values with copiedFromOrderId and copyOperationDate metadata

Split Order

Splits an order into two orders by distributing commodities based on quantity (pieces) or weight. The new order receives copies of the original order's entities, charges (set to Open status), and custom values. Tracking events are not copied.

Split Options

Option	Type	Description
splitBy	string	How to split: "Quantity" (by pieces) or "Weight" (by weight)
ratio	decimal	Proportional split (0-1 exclusive). Original keeps this fraction. Cannot be used with maxValue.
maxValue	decimal	Maximum value for the original order. Overflow goes to the new order. Cannot be used with ratio.
maxValueWeightUnit	string	Weight unit for maxValue when splitBy is "Weight". Required in that case. Values: "Kg" or "Lb". Commodity weights are converted to this unit for comparison.

Split by Ratio

task: "Order/Split@1"
name: splitOrder
inputs:
  orderId: "{{ orderId }}"
  options:
    splitBy: "Quantity"
    ratio: 0.5
outputs:
  - name: newOrder
    mapping: "order"

Split by Max Value

task: "Order/Split@1"
name: splitOrder
inputs:
  orderId: "{{ orderId }}"
  options:
    splitBy: "Weight"
    maxValue: 500
    maxValueWeightUnit: "Kg"
outputs:
  - name: newOrder
    mapping: "order"

Behavior

• By Quantity with Ratio: Each commodity's pieces are split proportionally. Original keeps ceil(pieces * ratio).
• By Quantity with MaxValue: Original keeps commodities up to maxValue total pieces. Commodities at the boundary are split.
• By Weight with Ratio: Multi-piece commodities split by pieces proportionally. Single-piece commodities split weight directly.
• By Weight with MaxValue: Original keeps commodities up to maxValue total weight. Boundary commodities are split by pieces or weight.

What the new order receives

• New order number (auto-generated)
• All OrderEntities (shipper, consignee, etc.)
• All Charges copied with ChargeStatus.Open
• Split commodity portions
• Custom values with splitFromOrderId and splitOperationDate metadata

Transition Order

Triggers a transition on the active Flow workflow for an order. Can either invoke a specific named transition or re-evaluate all eligible transitions from the current state.

Use this task in scheduled trigger workflows to handle time-based transitions (e.g., marking orders as overdue) or in other workflows that need to programmatically advance an order's state.

Input Parameters

Parameter	Type	Required	Description
orderId	int	Yes	The order to transition
transitionName	string	No	The name of the transition to invoke. If omitted, the engine re-evaluates all eligible transitions from the current state using standard priority resolution.

Output

Field	Type	Description
transitioned	boolean	Whether the transition was executed
fromState	string	The state the order was in before (null if no transition occurred)
toState	string	The state the order transitioned to (null if no transition occurred)
transitionName	string	The name of the transition that executed (null if no transition occurred)

YAML Structure

Named Transition

task: "Order/Transition@1"
name: transitionOrder
inputs:
  orderId: "{{ orderId }}"
  transitionName: "inTransit_to_overdue"
outputs:
  - name: result
    mapping: "transition"

Re-evaluate Flow

task: "Order/Transition@1"
name: reevaluateOrder
inputs:
  orderId: "{{ orderId }}"
outputs:
  - name: result
    mapping: "transition"

Behavior

Common:

• The task respects all Flow engine rules: consumed events, cascade depth, condition evaluation
• If the order is in a isFinal state, transitioned returns false
• Cascading transitions may occur up to the flow's maxCascadeDepth — the output reflects only the first transition
• Conditions are always evaluated — if they fail, transitioned returns false

Named mode (with transitionName):

• Only the specified transition is attempted
• If the order is not in the transition's from state, transitioned returns false
• If the transition has trigger: "manual", it executes as if invoked by the system (no user confirmation prompt)
• If the specified transitionName does not exist in the active Flow, the task throws an error

Re-evaluate mode (without transitionName):

• All eligible transitions from the current state are evaluated using standard priority resolution
• The highest-priority transition whose conditions pass is executed
• If no conditions pass for any eligible transition, transitioned returns false

Example: Named Transition — Scheduled Overdue Detection

A scheduled workflow that targets a specific transition by name:

workflow:
  name: "Daily Overdue Order Check"
  workflowId: "e5f6a7b8-c9d0-1234-ef01-567890123456"
  isActive: true
  workflowType: "Standard"
  executionMode: "Async"

schedules:
  - cron: "0 6 * * *"
    displayName: "Daily at 6 AM"

activities:
  - name: "findAndTransitionOverdueOrders"
    description: "Find orders past due date and transition to overdue"
    steps:
      - task: "Order/Search@1"
        name: findOverdueOrders
        inputs:
          filter: "statusStage: InProgress AND dueDate: [* TO NOW-1DAY]"
          orderType: "ParcelShipment"
        outputs:
          - name: orders
            mapping: "orders"

      - task: "foreach"
        inputs:
          collection: "{{ findOverdueOrders.orders }}"
          item: "order"
          steps:
            - task: "Order/Transition@1"
              name: markOverdue
              inputs:
                orderId: "{{ order.orderId }}"
                transitionName: "inProgress_to_overdue"
              continueOnError: true

Example: Re-evaluate — Timer-Based Flow Check

A scheduled workflow that re-evaluates flows without specifying a transition. The engine determines which transition (if any) should fire based on current state and conditions:

workflow:
  name: "Hourly Flow Re-evaluation"
  workflowId: "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
  isActive: true
  workflowType: "Standard"
  executionMode: "Async"

schedules:
  - cron: "0 * * * *"
    displayName: "Every hour"

activities:
  - name: "reevaluateInProgressOrders"
    description: "Re-evaluate flow for in-progress orders"
    steps:
      - task: "Order/Search@1"
        name: findOrders
        inputs:
          filter: "statusStage: InProgress"
          orderType: "ParcelShipment"
        outputs:
          - name: orders
            mapping: "orders"

      - task: "foreach"
        inputs:
          collection: "{{ findOrders.orders }}"
          item: "order"
          steps:
            - task: "Order/Transition@1"
              name: reevaluate
              inputs:
                orderId: "{{ order.orderId }}"
              continueOnError: true

Example Order Workflow

workflow:
  name: "Order / Create Order Example Workflow" 
  description: "Create Order Example Workflow"
  version: "1.0" 
  executionMode: "Sync"

inputs:
  - name: "billToContactId"
    type: "Contact"
    displayName: "Bill to contact id"
    description: "Bill to contact id"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.billToContactId"
  - name: "customValues"
    type: "string,string"
    displayName: "Custom values"
    description: "Custom values"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.customValues"
  - name: "divisionId"
    type: "Division"
    displayName: "Division id"
    description: "Division id"
    multiple: false
    required: true
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.divisionId"
  - name: "employeeContactId"
    type: "Contact"
    displayName: "Employee contact id"
    description: "Employee contact id"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.employeeContactId"
  - name: "entityTypeId"
    type: "EntityType"
    displayName: "Entity type id"
    description: "Entity type id"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.entityTypeId"
  - name: "equipmentTypeId"
    type: "EquipmentType"
    displayName: "Equipment type id"
    description: "Equipment type id"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.equipmentTypeId"
  - name: "lastOrderStatusModified"
    type: "Date"
    displayName: "Last order status modified"
    description: "Last order status modified"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.lastOrderStatusModified"
  - name: "orderNumber"
    type: "string"
    displayName: "Order number"
    description: "Order number"
    multiple: false
    required: true
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.orderNumber"
  - name: "orderStatusId"
    type: "OrderStatus"
    displayName: "Order status id"
    description: "Order status id"
    multiple: false
    required: true
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.orderStatusId"
  - name: "orderType"
    type: "OrderTypes"
    displayName: "Order type"
    description: "Order type"
    multiple: false
    required: true
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.orderType"
  - name: "salespersonContactId"
    type: "Contact"
    displayName: "Salesperson contact id"
    description: "Salesperson contact id"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.salespersonContactId"
  - name: "trackingNumber"
    type: "string"
    displayName: "Tracking number"
    description: "Tracking number"
    multiple: false
    required: false
    defaultValue: ""
    additionalProperties:
      visible: true
      mapping: "order.trackingNumber"

outputs:
  - name: order
    mapping: "createOrderActivity.createOrder.order"

activities:
  - name: "createOrderActivity"
    description: "Create Order"
    steps:
      - task: "Order/Create@1"
        name: createOrder
        inputs: 
          order:
            billToContactId: "{{ billToContactId }}"
            customValues: "{{ customValues }}"
            divisionId: "{{ divisionId }}"
            employeeContactId: "{{ employeeContactId }}"
            entityTypeId: "{{ entityTypeId }}"
            equipmentTypeId: "{{ equipmentTypeId }}"
            lastOrderStatusModified: "{{ lastOrderStatusModified }}"
            orderNumber: "{{ orderNumber }}"
            orderStatusId: "{{ orderStatusId }}"
            orderType: "{{ orderType }}"
            salespersonContactId: "{{ salespersonContactId }}"
            trackingNumber: "{{ trackingNumber }}"
        outputs:
          - name: order
            mapping: "order"
  - name: "getOrderActivity"
    description: "Get Order"
    steps:
      - task: "Order/Get@1"
        name: getOrder
        inputs: 
          orderId: "{{ createOrderActivity.createOrder.order.orderId }}"
        outputs:
          - name: orderFromGet
            mapping: "order"
  - name: "updateOrderActivity"
    description: "Update Order"
    steps:
      - task: "Order/Update@1"
        name: updateOrder
        inputs: 
          orderId: "{{ getOrderActivity.getOrder.order.orderId }}"
          order:
            billToContactId: "{{ billToContactId }}"
            customValues: "{{ customValues }}"
            divisionId: "{{ divisionId }}"
            employeeContactId: "{{ employeeContactId }}"
            entityTypeId: "{{ entityTypeId }}"
            equipmentTypeId: "{{ equipmentTypeId }}"
            lastOrderStatusModified: "{{ lastOrderStatusModified }}"
            orderNumber: "{{ orderNumber }}"
            orderStatusId: "{{ orderStatusId }}"
            orderType: "{{ orderType }}"
            salespersonContactId: "{{ salespersonContactId }}"
            trackingNumber: "{{ trackingNumber }}"
  - name: "deleteOrderActivity"
    description: "Delete Order"
    steps:
      - task: "Order/Delete@1"
        name: deleteOrder
        inputs: 
          orderId: "{{ getOrderActivity.getOrder.order.orderId }}"