Automate hiding or showing tasks

What are Visibility Actions?

Visibility actions automatically Show or Hide specific steps in your process based on conditions being met. This is a very common way to make processes change based on answers or situations.

Examples of Visibility Actions

Example 1: Show an extra approval step for large amounts

IF (Purchase Amount field) is ">$10,000"
THEN SHOW step "Approval by CFO"

(If the purchase is over $10k, the CFO approval step appears; otherwise, it stays hidden.)

Example 2: Hide steps not relevant to certain customers

IF (Customer Type field) is "Small Business"
THEN HIDE step "Enterprise Security Review"

(Small business customers don’t need the enterprise review step, so it’s hidden for them.)

Example 3: Show different steps based on application type

IF (Application Type field) is "Mortgage"
THEN SHOW steps "Credit Check", "Property Valuation", and "Underwriting"

(Only show the mortgage-specific steps if the application type is Mortgage.)

Let’s look at another example:

(In this screenshot example, the rule says IF a specific step is completed, THEN step 2 will be shown.)

How visibility works

• Steps are visible by default unless you hide them.
• You can hide a step initially when building the template (using its settings).
• You can use a Hide visibility action in an automation rule to hide a step based on a condition.
• You can use a Show visibility action in an automation rule to make a hidden step appear when a condition is met.

This lets you build processes that only show the relevant steps at the right time.

Related articles

Actions > Automate changing the status of tasks

Status actions automatically reopen completed tasks based on specific conditions to enable approval loops and feedback-based revisions within workflows.

Automations > Actions

Tallyfy offers four automation action types - assignment deadline status and visibility - that enable automatic task management through IF-THEN rules to streamline workflows and reduce manual work.

Templates > Automations

Smart automation rules in Tallyfy watch process activities and automatically perform actions based on predefined conditions to streamline workflows and reduce manual work.

Tracking And Tasks > More about processes

A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.