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Conditionals

What’s conditional logic?

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

Why use conditionals?

  • Automate decisions - your workflow handles routine choices on its own
  • Stay consistent - the same rules fire every single time, no exceptions
  • Cut manual work - stop making predictable decisions yourself
  • Adapt on the fly - processes respond to what’s actually happening

Available condition types

You can base conditions on:

  • Form field answers - including kickoff form fields and step form fields (e.g. “if budget exceeds $10,000”)
  • Step status - completed, reopened, approved, rejected, acknowledged, or expired
  • Assignment status - whether a step has no one assigned (not_assigned)

Templates > Automations

Tallyfy automations use IF-THEN rules to route tasks, adjust deadlines, show or hide steps, and trigger webhooks based on form responses and task events.

Features > If-this-then-that

Tallyfy uses intuitive if-this-then-that automation rules that allow business users to create intelligent workflow logic without programming knowledge by setting up conditions that automatically trigger actions like changing assignments hiding steps or adjusting deadlines based on user inputs and process states.
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