Define the orders the rule should match, the editing deadline they need, and the actions that should apply. Prepare one existing eligible order that should match and one that should not.
Open Apps > Order Editing > App Settings > Global settings > Editing Rules and Automations.
Select Create Editing Rule.
Start from scratch, use a template, or duplicate an existing rule.
Choose whether the rule applies on product pages, at checkout, or post-purchase.
Add matching conditions and choose whether All or Any must match.
Choose the editing deadline and actions.
Resolve every validation message, name the rule, and publish it.
Duplicated and opposite rules start as Draft. Keep a new rule in Draft while testing if it should not affect customers yet.
Choose Is within time window when the condition should match only between the selected start and end. Choose Is outside of time window when it should match before the start or after the end.
When configuring a window:
select the timezone that owns the operational cutoff;
make the start time earlier than the end time;
do not configure an all-day outside window, because there is no valid time outside a full-day range;
check overnight or weekend policies as separate windows or rules when the form requires it.
The selected timezone controls when the condition resolves. It is not automatically the customer's timezone.
Depending on the rule phase and deadline, actions can manage tags, order holds, routing, customer messages, editing features, contact and cancellation forms, and reusable editing automations. Some actions are unavailable before an order exists or when editing is blocked immediately.
Set the rule to Draft while reviewing it.
Open the matching and non-matching controlled orders.
Confirm the time window in the configured timezone.
Check the resulting deadline, message, tags, holds, forms, restrictions, routing, and automations.
Review any other active rule that can match the same order.
Correct the rule and repeat with the same orders.
Set the final rule to Active and save.
When several active rules match, the rule with the shortest calculated editing deadline is primary.
