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.

Simpler than flowcharts

Forget complex flowcharts. Tallyfy’s conditional logic works like plain “IF X happens…” statements that anyone on your team can understand and update.

Types of automations

Visibility

IF this THEN show/hide that step

Assignment

IF this THEN assign someone

Deadline

IF this THEN shift the deadline

Status

IF this THEN re-open a task

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)

• Conditionals (IF) explained

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