Add dynamic tags

To apply a field value of an entity as a tag, you can use the "dynamic tags" feature when creating a workflow. For instance, if you're looking to apply the zip code of the shipping address as a tag to the order, you can use the dynamic tags feature for the same.

Here's a step by step instructions to do the same: 

Step 1: Click on "Add dynamic tags"

Once you’ve selected the entity you want to tag, you will find the “Add dynamic tags” section. Please click on the “Add dynamic tags” link to see the list of available dynamic tags. Please note that the dynamic tags feature is only available on "Professional plan" or above.

Step 2: Choose the dynamic tag from the sidebar

Supported dynamic tags depend on the type of workflow you are creating. You can click on the arrow to expand the field and see the subfields under it. For instance, if you are looking to add Customer Display Name as dynamic tags to orders, it can be found under Customer-> displayName . Click on the field you want to add as a tag. 

Step 3: Specify Prefix and Suffix (Optional)

You can specify a prefix or a suffix that you’d like to use when applying the dynamic tag. For instance, if you’re looking to add billing address city as a tag to your order, you may want to specify “city-” as a prefix so actual tags look like “city-Seattle”, “City-Boston”, etc.

Step 4: Handelize(Optional)

You can also transform the field value using the "handleize" function it gets applied as a tag. Select this option to convert your field value to lowercase and to have spaces and special characters replaced with hyphens prior to being applied as a tag.

For instance, if the city name is "San Francisco", it will get converted to "san-francisco" by enabling this option.