You can create and define rules under Order Workflow Rulesets to automate In-Flight Orders for certain business scenarios. The Order Workflow Ruleset object is included with Order Management out of the box, but requires some configuration in order for you to create and manage rulesets.

Perform the following tasks to set up Order Workflow Rulesets.

For your convenience in creating rules, you can add the Order Workflow Rulesets tab to your default view as you would add any other object tab.

ConfigurationDescription

Add the Criteria button to the Order Workflow Ruleset Detail page

  1. Go to Order Workflow Ruleset > Edit Layout > Order Workflow Ruleset Layout > Buttons.
  2. Drag and drop the Criteria button to the Custom Buttons area in the layout.
  3. Click Save.

Add the Item Criteria and Item Input buttons to the Order Workflow Rule Entry Detail page

  1. Go to Order Workflow Rule Entry > Edit Layout > Order Workflow Rule Entry Layout > Buttons.
  2. Drag and drop the Item Criteria and Item Input buttons to the Custom Buttons area in the layout.
  3. Click Save.

In Salesforce Lightning, go to Setup > Object Manager to edit the page layouts for the Order Workflow Ruleset and Order Workflow Rule Entry objects.