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Add template titled Update the Shipstation address when a Shopify address is updated#571

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anhdungpham wants to merge 1 commit intomasterfrom
shopify/order/update-address-in-shipstation
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Add template titled Update the Shipstation address when a Shopify address is updated#571
anhdungpham wants to merge 1 commit intomasterfrom
shopify/order/update-address-in-shipstation

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@anhdungpham
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@anhdungpham anhdungpham commented Sep 4, 2024

Description

QA Checklist

  • Log into our ShipStation dev account. Go to https://www.shipstation.com/, click "Login", and then use the "ShipStation Dev Account" login in 1PW
  • In MESA, import the workflow via shopify/order/update_address_in_shipstation/mesa.json file
  • Go through the template setup steps. Do they make sense?
  • Turn on "Debug Logs" in the Activity tab
  • Turn on the workflow
  • You will need an existing order that is in Shopify and ShipStation. If you have one, then you can change the shipping address of the order in Shopify Admin. View the existing order in Shopify, click the 3-dot icon next to the "Customer" text, click "Edit shipping address", make a change to the "First Name" or "Last Name" field, then click "Save". Go back to MESA and check that the workflow ran successfully
  • If you do not have an existing order that is in Shopify and ShipStation, then in the "Shopify Order Updated" trigger step, go to the "Test" Section, select an existing order, and click "Test workflow". This will create a ShipStation order for the Shopify order. Go back to MESA and check that the workflow ran successfully
  • If you needed to create a ShipStation order, then go to our ShipStation dev account. find and check that the ShipStation order was created. In Shopify Admin, view the existing order, click the 3-dot icon next to the "Customer" text, click "Edit shipping address", make a change to the "First Name" or "Last Name" field, then click "Save". Go back to MESA and check that the workflow ran successfully
  • Check that the messages in the "Logs" page make sense
  • In our ShipStation dev account, check that the shipping address updated. You may need to click 'X' on the top right corner, and click to view the order again
  • Does the template work

PR Review Checklist

mesa.json

  • key: Use the slug provided in the task of the MESA Templates list.
  • name: Use the name provided in the task of the MESA Templates list.
  • version: Keep as is.
  • description: Remove this since we rely on Prismic.
  • seconds: Remove this since we rely on Prismic.
  • enabled: Set to false
  • setup: Set to true to add the template setup. Otherwise, keep false if template setup is not applicable. For Google Sheets templates, set to custom as mentioned in the Authoring templates that support the setup wizard documentation.
  • Do the Input/Output names make sense? How about the keys?

Template code (Custom Code, Transform)

  • Is code readable and well-commented?

Deploy Checklist

  • Squash and merge PR

Post-deploy Checklist

@amandahom
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@anhdungpham Hey. Before I QA this, I wanted to mention that I am a little hesitant about this template because of this/last week's recent issues with a similar workflow: https://app.asana.com/0/1204480351344394/1208142885525815/f

In my troubleshooting, I found that the merchant's workflow was triggering at the wrong moments: https://app.asana.com/0/0/1208142885525815/1208214920169269/f. CS had to issue refunds for usage charges.

If our billing plans are no longer automation-based, then you can ignore my worries. But if they are still automation-based, I'd like us to confirm that we still want to proceed with workflows that use Include Fields (even if the workflow triggers more than it should, and merchants may/may not be aware of it).

@anhdungpham
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anhdungpham commented Sep 4, 2024

@amandahom
Jen requested the template, so I will pass along your worries and we can discuss more in stand-up on Friday.

@anhdungpham
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Jen mentioned the following.

Holding this template until v11 billing (task-based) billing is in place.

Shipping address in include fields is misfiring. Working with Shopify to resolve this.

This is on pause till Jen gives the go-ahead to continue.

Link to PR is added to comment of the Asana task for continuing in the future (link)

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