BaseLinker provides several dozen types of automatic actions that can be triggered by:
- system events (e.g., order fetched, order paid);
- personal events (triggered by the user).
You can configure custom events in the Orders/Products section → Automatic actions → Personal events.
Unlike system events, actions associated with custom events are triggered only when the user:
- creates automation invoking the personal event;
- manually clicks the created button;
- chooses a custom keyboard shortcut;
- scans the barcode of the event.
How to create a personal event?
- Add an event in the Orders/Products section → Automatic actions → Personal events → +Add personal event.
- Go back to the Orders/Products section → Automatic actions. Your personal events will appear on the dropdown list of available events (at the very end). Proceed as usual, just like with regular events – add conditions and select the actions to be performed.
- Done! If you’ve created your custom button, you’ll see it on the order card and in the list of orders under the Actions button.
Automation triggering a personal event
A personal event can be triggered automatically by a system event. This feature allows for the generation of complex sequences of automated actions using conditional logic (if / else).
Button
A personal event can be triggered by a button available on the order card and order list (optional).
Choose an icon for the button, a name, and/or a color. To break the button’s description into lines, use the <br> tag.
Your buttons will appear on the order card. In the Orders → Settings → Order card → Merge personal event buttons, there is an option to group these buttons.
Custom event buttons will also be available on the list of orders under the Actions button.
Clicking the button will trigger the actions that have been configured for the personal event.
Keyboard shortcut
In the Orders/Products → Automatic actions → Personal events section, you can set which key combination should trigger an action (e.g., ‘ALT + P’).
You can use keyboard shortcuts both from the order list and the order card. Selecting a key combination from the order list will perform actions for the currently selected orders at that moment.
However, we recommend avoiding shortcuts that are equivalents of letters or numbers, such as ‘B’ or ‘SHIFT + B’. Otherwise, there may be issues when scanning codes that contain letters or numbers associated with such shortcuts.
Barcode
During the creation/editing of a personal event, you can also enable its triggering using a generated barcode.
You can scan a barcode from both the order list and the order card.
When you scan a barcode from the order list, the automation will be executed for all currently selected orders. When you scan a barcode on the order card, the action will only be executed for that specific order.
Order or shipment barcode
In the Orders → Settings → Barcode scanner section, you can choose a personal event that will be triggered after scanning the order or shipment barcode.
