How to Automatically Copy Line-Item Properties to the Order Notes Field on Shopify

Line-item properties are a great tool for Shopify stores to capture product customization information from their customers at the time they order. Unfortunately, there are a number of popular third-party services that do not support line-item properties and are unable the read the data held in them. One common workaround is to put the contents of the line-item properties into the more universal “order notes” field, which most services can read.

In this article, we’ll show you how to create a workflow using Mesa that automatically copies the line-item properties added by Infinite Options into the notes field of your order.

1. Define Your Trigger & Actions

Begin on the Mesa dashboard:

Mesa dashboard

Our workflow will be triggered when a new order comes in containing information from Infinite Options. So, select “Infinite Options”, “Order” and “Created” in Connect this….

Next, choose “Shopify”, “Order” and “Update” from the With this one! section.

Mesa workflow quickstart

Click the “Make My Automation” button and you’ll be directed to the workflow builder:

Mesa workflow builder

2. Define the Notes Field

The Transform section is where we tell Mesa to copy the line-item properties into the notes. To do so, we enter note on the left-hand side (under the Key heading) and {{infiniteoptions_order.order.note}}, {{infiniteoptions_order.fields[].name}} - {{infiniteoptions_order.fields[].value}} under the Value heading. 

Mesa workflow transform

3. Save the Updated Order

The final step is to tell Mesa that we want this change to happen on the same order that initially triggered the workflow, so we enter {{infiniteoptions_order.order.id}} in the Order ID field (or select it after pressing the {+} Insert button). 

Mesa workflow step

Wrap-up

This workflow can be altered for any Shopify app that makes use of line-item properties.

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