Conditional logic in Tallyfy automations enables processes to automatically make decisions based on specific criteria like form field answers step completion status user roles and time triggers creating more efficient consistent and adaptive workflows without complex flowcharts.
Automations
Automations are rules you can set up in your Tallyfy processes. They make the process automatically do certain things or make decisions based on conditions you define. This reduces manual work and makes sure the process runs the same way every time.
Automations in Tallyfy are like smart rules that:
- Watch what’s happening in a process (like data entered or tasks completed).
- Automatically perform actions when certain conditions are met.
- Make decisions based on information in the process (variables).
- Send tasks to the right people based on rules.
- Change how the process works on the fly.
Every automation rule has two main parts:
This is the trigger that tells the automation when to run. Conditions check things like:
- Answers given in form fields.
- Whether a task is completed or approved.
- If a certain amount of time has passed.
- Actions users take (or don’t take).
- A mix of different factors combined.
This is what Tallyfy automatically does when the condition is met. Common actions include:
- Assignment Actions: Change who a task is assigned to (add someone, replace someone, remove everyone).
- Deadline Actions: Set or change task deadlines based on rules or dates in form fields.
- Status Actions: Re-open a completed task (often used for approvals).
- Visibility Actions: Show or hide steps based on conditions (very common for creating different paths in a process).
Give your automation rules clear names so everyone understands what they do:
- Be specific: Name the rule after its purpose (e.g., “Show steps for USA customers only” is better than “Customer rule”).
- Hint at the condition: Include the main trigger in the name if possible (e.g., “Assign to manager if urgent”).
- Write for others: Imagine someone else needs to understand the rule just by reading its name.
- Avoid vague names: Don’t use names like “Rule 1” or “Automation for step 5”.
Good names are important so that you and your team can easily understand, update, or fix automations later.
- Consistency: Makes sure the process follows the same logic every time.
- Efficiency: Saves time by automating decisions and task assignments.
- Handle complexity: Manages complex rules without needing more people.
- Fewer Errors: Reduces mistakes caused by manual steps.
- Flexibility: Creates processes that adapt based on the situation.
Explore the following sections to learn how to implement automations in your processes:
Automation actions in Tallyfy execute the “THEN” portion of if-this-then-that rules and include four types: assignment actions for changing task responsibility deadline actions for adjusting due dates status actions for reopening completed tasks and visibility actions for showing or hiding steps based on conditions.
Tallyfy simplifies workflow automation through intuitive if-this-then-that rules that allow business users to create conditional logic without programming knowledge while enabling actions like task assignments deadline adjustments and system integrations.
Automations > Logic operations explained
Tallyfy’s automation system uses simple “if-this-then-that” logic rules instead of complex flowcharts to automatically trigger actions in processes based on conditions like form responses deadlines or task approvals with the ability to combine multiple conditions using AND/OR operators for flexible business workflow automation.
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