Tag Shopify Orders to Allow or Restrict Editing

When any order is created in Shopify—whether it's from your online store, POS system, or manual order creation—this trigger captures the order details and immediately passes them to the next step. The trigger watches your store continuously and initiates the workflow the moment an order is placed, ensuring every order enters the editing window tracking system.

You'll configure one field: the tag to add to new orders. The default is "Order Can Be Edited," but you can customize this to match your workflow—for example, "Edits Allowed," "24hr Edit Window," or "Modification Open." This tag gets applied immediately when the order is created, and your team can filter orders in Shopify admin by this tag to see all orders currently within the editing window.

The step retrieves the complete order record using the order ID from the trigger. This includes all order properties, tags (including the one just added), fulfillment status, and customer information. This data gets stored in the workflow context and can be referenced if you later want to add conditional logic based on order properties.

The delay is set to 24 hours by default, but you can adjust this to match your business needs—some stores use 12 hours, 48 hours, or even just a few hours depending on their fulfillment speed and customer service policy. During testing, you might want to set this to 5 minutes to verify the workflow works correctly without waiting a full day. The delay doesn't block other workflows or system operations—it just holds this specific workflow instance in a waiting state.

The step retrieves the complete order record again using the original order ID. This is important because the order status may have changed during the 24-hour delay—it might have been fulfilled, cancelled, partially refunded, or had other tags added. Getting fresh order data ensures the tag updates in the next steps work correctly and don't cause issues with orders in unexpected states.

You'll configure one field: the tag to remove, which should match exactly the tag you added in Step 2. The default is "Order Can Be Edited"—make sure this matches your earlier configuration including capitalization and spacing. The workflow removes this tag from the order retrieved in Step 5, clearing the way to add the locked status tag.

You'll configure one field: the tag to add to locked orders. The default is "Order Cannot Be Edited," but you can customize this to match your workflow—for example, "Edits Locked," "In Fulfillment," or "No Modifications." This tag gets applied to the order, and your team can filter orders by this tag to see all orders that are no longer eligible for changes. You can also use Shopify apps or custom order status pages to display different messages to customers based on whether they have the editable or locked tag.