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Actions

Action types in automations

Actions are the core components of Tallyfy’s automation system that determine what happens when specified conditions are met. They represent the “THEN” part of the “IF-THEN” automation logic.

Requirements

  • Understanding of conditional logic in automations
  • Access to edit template automations
  • Knowledge of basic workflow concepts

Benefits of automation actions

  • Reduced manual work - Eliminate repetitive task management
  • Consistency - Ensure processes follow the same rules every time
  • Error prevention - Remove human error from routine decisions
  • Process acceleration - Eliminate delays from manual interventions
  • Standardization - Enforce business rules automatically

Available action types

Tallyfy provides four primary action types that can be triggered by conditions:

Assignment actions

Control who is responsible for tasks based on conditions.

  • Add assignees - Adds new people without removing existing assignees
  • Replace assignees - Removes current assignees and replaces with new ones
  • Clear assignees - Removes all assignees without adding new ones
  • Can use “Assignee Picker” field type as input for dynamic assignments
  • Can add static additional assignees to supplement selections

Example: IF (Office Location) is “Toronto” THEN assign task “Mentor Meeting” to “Jane Doe”

Learn more about assignment actions

Deadline actions

Manage task timing and due dates automatically.

  • Set or adjust deadlines based on process conditions
  • Shift deadlines forward or backward from current date
  • Extract dates from other step deadlines
  • Use “Date” field type values as deadline inputs
  • Apply to specific steps in the workflow

Example: IF (Package Purchased) is “Premium” THEN shift deadline -3 days for “Send First Draft”

Learn more about deadline actions

Status actions

Control task state transitions automatically.

  • Re-open completed tasks based on conditions
  • Only affects completed tasks; has no effect on incomplete tasks
  • Perfect for approval processes and feedback loops
  • Creates cyclic paths in processes when needed

Example: IF (Decision) is “Requires changes” THEN re-open task “Make changes for next draft”

Learn more about status actions

Visibility actions

Control which steps appear in processes (most popular action type).

  • Show or hide tasks based on form selections
  • Create conditional branches for different process paths
  • Dynamically adapt processes to different scenarios
  • Perfect for conditional approvals or specialized workflows

Example: IF (Purchase Amount) is ”>$10,000” THEN SHOW “Approval by CFO”

Learn more about visibility actions

Templates > Automations

Rule-based automations in Tallyfy enable efficient workflow management by monitoring conditions executing actions making decisions routing tasks and modifying processes automatically based on predefined rules and triggers.

Automations > Examples

Comprehensive automation examples and patterns demonstrate practical implementations of workflow rules across different business scenarios including approvals task assignments form routing and notifications.

Automations > Conditionals

Tallyfy’s automation system uses conditional logic to enable dynamic decision-making based on form fields step statuses user roles time triggers and process metadata for streamlined workflow management.
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