The Set action automatically assigns or updates field values on orders, shipments, or related records. It is your primary tool for enforcing consistent data and removing manual data entry.

Purpose

Use a Set automation when you want Pacejet to reliably fill in or correct specific fields so that users do not have to.

Common scenarios include:

• Setting internal routing codes, cost centers, or business units based on customer, site, or order attributes.

• Assigning priorities or service levels automatically (for example, rush vs. standard).

• Normalizing values for downstream systems, billing, or analytics (for example, standardizing a custom category field).

With Set actions, you reduce manual keying, avoid mismatched values, and ensure that the data your processes depend on is always populated correctly.

Key Settings and Configuration

In the Set action configuration, you will:

• Choose which fields to update.

• Specify the exact values or formulas to apply.

• Define the conditions under which those field updates should occur.