Conditionals

Understanding conditional logic

Conditional logic is the “IF” part of Tallyfy automation rules - it’s what lets your processes make smart decisions automatically. Think of it as teaching your workflow to handle different situations without you.

Simpler than flowcharts

You know those complex flowcharts that make your head spin? Forget them. Tallyfy’s conditional logic works like simple “IF X happens…” statements that everyone on your team can actually understand and update. Same power, way less confusion.

Benefits of conditional logic

• Automate decisions: Your workflow handles routine choices on its own
• Ensure consistency: The same rules kick in every single time - no exceptions
• Reduce manual work: You’re not stuck making predictable decisions anymore
• Create adaptive workflows: Processes that actually respond to what’s happening

Available condition types

Here’s what you can base your conditions on:

• Answers from form fields - like “if budget exceeds $10,000”
• Step status - whether something’s completed, approved, or rejected
• User roles - so managers see different tasks than team members
• Time-based triggers (deadlines approaching or passed)
• Process metadata - any other information about your workflow

• Conditionals (IF) explained

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