IF-THEN Rules

Creating Conditional Logic

IF-THEN rules are the most common automation type. They let you create smart processes that adapt based on data.

IF-THEN Structure

The basic pattern is:

IF [condition is true] THEN [do this action]

For example: IF "Request Type" equals "Urgent" THEN assign to "Priority Team"

Building a Condition

Conditions can check form field values or step status:

Condition Type	Use For
Field equals / not equals	Exact match on dropdown or text values
Field contains / does not contain	Text includes or excludes substring
Field is greater than / less than	Number comparisons
Field is empty / is not empty	Checking if field has been filled
Step is completed	Check if a previous step has been finished
Step is approved / rejected	Check the outcome of approval steps

Available Actions

When the condition is met, Tallyfy can perform four types of actions:

• Assignment Actions - Add, replace, or clear who is assigned to a task
• Visibility Actions - Show or hide steps based on conditions
• Deadline Actions - Set or adjust when tasks are due
• Status Actions - Re-open completed tasks (for approval loops where changes are needed)

Multiple Conditions

Combine conditions for complex logic:

• AND - All conditions must be true
• OR - Any condition can be true

Example: IF "Amount" greater than 10000 AND "Department" equals "Sales" THEN require VP approval

Testing Your Rules

Before going live:

1. Launch a test process
2. Fill form fields to trigger each condition
3. Verify actions happen as expected
4. Test edge cases and combinations