Automation

Automation rules v2: nested conditions and simulation

A rebuilt rules engine with 11 new conditions, 9 new actions, nested AND/OR groups, and a simulator that shows exactly which orders would match before you save.

What's new in v2

The rules engine at Admin → Automation → Rules now supports nested condition groups, so you can write logic like "(weight > 5lb AND zone ≥ 5) OR (has_battery AND destination = CA)" without splitting it into multiple rules. You also get 11 new condition fields: custom_field_1, custom_field_2, custom_field_3, customer_lifetime_value, customer_order_count, postal_code_pattern, has_dangerous_goods, has_battery, store_tag, order_age_hours, and shipping_method_requested.

9 new actions

Beyond the original "set carrier" and "set warehouse," v2 adds: add_insurance, require_signature, hold_for_review, assign_tag, send_notification, set_package_preset, set_priority, route_to_3pl, and add_packing_note. Actions stack—a single matched rule can require signature, add $500 of insurance, and route to your CA warehouse all at once.

Nested AND/OR groups

Drag conditions into groups. Each group has its own AND/OR operator, and groups can be nested up to 5 levels deep. The rule editor renders the structure as a tree so you can see at a glance what's being evaluated. A flattened "all conditions AND" rule still works the same as before—just don't use groups if you don't need them.

Simulate before you save

Hit the Simulate button and ShipWave evaluates your draft rule against your last 100 orders. You see exactly which orders would match, what actions would have fired, and which conditions failed for the non-matches. This is the single biggest fix in v2—you can finally tune a rule without saving, watching production traffic, and rolling it back.

Priority and dry-run mode

Rules execute in priority order, low to high. The first rule that matches wins (unless you mark a rule as continue, which lets later rules layer on top). Every rule can be set to dry-run, which logs what it would have done without actually doing it. We recommend running every new rule in dry-run for 24-48 hours before flipping it live.

FAQs

Do my existing rules still work?
Yes. v1 rules are auto-migrated to v2 as flat AND groups. Nothing changes about how they behave.
How many rules can I have?
There's no hard limit, but rules are evaluated synchronously on every order. We recommend keeping the total under 50 active rules—past that, simulate first and watch label-creation latency.
What's the difference between custom_field_1 and store_tag?
Custom fields are free-form strings you set per-order via the API or order detail UI. Store tags come from your storefront (Shopify tags, for example). Use store_tag for storefront-managed segmentation, custom_field_* for internal logic.
Can I export a rule and import it on another account?
Yes. Click the <strong>Export JSON</strong> button on any rule. The JSON can be imported on a different account&mdash;useful for replicating logic across warehouses or staging environments.