Tallyfy’s automation system uses IF-THEN logic to automatically execute actions and make decisions based on predefined rules which streamlines workflows and ensures consistent process execution.
Actions
Actions are the “THEN” part of Tallyfy’s “IF-THEN” automation rules. They define what Tallyfy automatically does when the conditions you set are met.
- To understand the basic “IF-THEN” 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 deadline shifts on tasks
- Automate task assignments
- Automate changing the status of tasks
- Automate hiding or showing tasks
The guide showcases practical automation patterns with real examples that demonstrate how to use rule-based workflow automation for handling approvals task assignments notifications and process branching based on form inputs.
Conditionals > Conditionals (IF) explained
Tallyfy’s automation system enables checking step statuses and form field values to trigger conditional actions based on specific criteria like completion approvals expirations and input data types.
Tallyfy’s automation system utilizes straightforward IF-based conditional logic to automate decisions in workflows based on form responses step completions user roles time triggers and other process data.
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