Tallyfy process automations are smart IF-THEN rules that automatically perform actions like task assignments deadline changes and step visibility based on defined conditions to reduce manual work and ensure consistent process execution.
Actions
Actions are the “THEN” part of Tallyfy’s “if-this-then-that” automation rules. They define what Tallyfy automatically does when the conditions you set are met.
- To understand the basic “if-this-then-that” logic of automations.
- Permission to edit template automations.
- Basic understanding of how your workflows operate.
- Less manual work: Stop doing repetitive tasks like assigning or hiding steps.
- Consistency: Make sure your processes follow the same rules every time.
- Fewer errors: Reduce mistakes made during routine decisions.
- Faster processes: Avoid delays caused by waiting for someone to manually act.
- Enforce rules: Make sure business rules are followed automatically.
Tallyfy offers four main types of actions you can use in your automations:
These actions change who is responsible for tasks.
- Add assignees: Add people to a task without removing current assignees.
- Replace assignees: Remove everyone currently assigned and add new people.
- Clear assignees: Remove everyone currently assigned.
- Can use an “Assignee Picker” form field to decide who to assign.
Example: IF (Office Location) is "Toronto" THEN assign task "Mentor Meeting" to "Jane Doe"
Learn more about assignment actions
These actions automatically adjust task due dates.
- Set or change deadlines based on conditions.
- Move deadlines earlier or later.
- Base deadlines on dates from other steps or form fields.
Example: IF (Package Purchased) is "Premium" THEN shift deadline -3 days for "Send First Draft"
Learn more about deadline actions
These actions change the status of a task.
- Mainly used to re-open a task that was already completed.
- Useful for approval loops where changes are needed.
- Only works on tasks that are currently marked as complete.
Example: IF (Decision) is "Requires changes" THEN re-open task "Make changes for next draft"
Learn more about status actions
These actions control whether steps are shown or hidden (this is the most common action type).
- Show or hide tasks based on answers in forms.
- Create different paths through a process based on conditions.
- Make processes adapt automatically to different situations.
Example: IF (Purchase Amount) is ">$10,000" THEN SHOW "Approval by CFO" step
Learn more about visibility actions
- Automate changing the status of tasks
- Automate deadline shifts on tasks
- Automate hiding or showing tasks
- Automate task assignments
Actions > Automate task assignments
Assignment actions in Tallyfy automatically modify task responsibility by adding replacing or clearing assignees based on specified conditions and can utilize both specific people/groups and form field selections for dynamic task allocation.
Actions > Automate hiding or showing tasks
Visibility actions enable dynamic workflow customization by automatically showing or hiding specific process steps based on predefined conditions and task completion status.
Real-world automation patterns demonstrate how to leverage Tallyfy’s rule-based system for handling approvals task assignments notifications and process flows based on different business conditions and scenarios.
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