Introduction

What an order type is, how an order moves through its steps, and the Order Types list.

An order type describes one kind of order your business takes, such as a pickup-and-delivery job, a return request or an installation. It decides three things:

• Fields: the data every order carries, for example customer name, phone number and delivery address.
• Statuses: the stages an order can be in, for example New, Picked up, Delivered.
• Steps: what happens automatically once an order exists: which tasks are created, who they go to, which path the order takes and when it ends.

Orders themselves are created and followed in Activities › Order. Each order is made from one order type.

Order types are part of Order Management, which is listed as an add-on in Settings › Add-ons. The Workflow › Order Type and Activities › Order menus are built into the web app: a role needs View Order Type to open this page, and the add, edit and delete permissions to change order types.

Open Workflow › Order Type.

Required permission:

• View Order Type
• Add Order Type
• Edit Order Type
• Delete Order Type

How an order moves

The Steps of an order type form a path from top to bottom:

1. A trigger starts the order: an order is created, the order reaches a status, or a task of a chosen task type is finished.
2. Create task steps create a task for the field team and wait until it is done.
3. Condition steps send the order down a different path depending on rules, for example Approved or Rejected.
4. Update order steps change order fields or the status along the way.
5. A Finish order step sets the final status and ends the order. Every path must end at one.

In the example above, a new order creates a Pickup task. When the pickup is done the order is marked Picked up and an Approval task goes to a supervisor. If the approval result is Approved a Delivery task is created and the order finishes as Delivered; if it is Rejected the order finishes as Rejected.

An order keeps following the version of the order type it started with. Changes you save later apply to new orders.

See Building an Order Type for every step type and setting.

The Order Types list

1. State filter

Shows All states, only Draft order types or only Published ones.

2. Search Order Types

Finds order types by name.

3. New

Creates an order type. See Managing Order Types.

4. Order type row

Click a row to open the order type in the editor. An order type that already has steps opens on the Steps tab, otherwise on Fields.

5. Row menu (⋯)

Duplicate or Delete the order type.

Columns

Column	What it shows
Name	The order type’s name, for example Pickup and Delivery.
Code	A short code used in order numbers, for example PD gives order numbers such as PD/2026/10/0001.
Status	Draft: saved but never live, so no orders can use it yet. Published: live, new orders use it. Published · draft changes: live, with saved changes that are not live yet because they still have problems to fix.
Created at	The date the order type was created.
Updated at	The date of the last saved change.

The list shows 20 order types per page. When there are none yet, the page shows No Order Types yet.

Order types are shared by the whole organization, so the hub picker in the header does not filter this page.

Next steps

• Building an Order Type: fields, statuses, steps and saving.
• Getting Started Tutorial: watch a Pickup → Approval → Delivery example being built.
• Managing Order Types: create, rename, duplicate, test and delete.