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Conditionals

What is conditional logic in automations?

Conditional logic is the “IF” part of Tallyfy’s automation rules. It lets your processes automatically make decisions based on specific information or events (the criteria).

Why should I use conditional logic?

  • More efficient processes: Automate simple decisions.
  • Consistency: Make sure the same rules are applied every time.
  • Less manual work: Reduce the need for people to step in for predictable decisions.
  • Adaptive workflows: Create processes that change based on the situation.

What types of conditions can I use?

Tallyfy lets you set up conditions based on many things, including:

  • Answers given in form fields.
  • Whether steps are completed, approved, or rejected.
  • The role of the user involved.
  • Time triggers (like deadlines passing).
  • Other process information (metadata).

Templates > Automations

Tallyfy process automations are smart if-this-then-that rules that automatically perform actions like task assignments deadline changes and step visibility based on defined conditions to reduce manual work and ensure consistent process execution.

Conditionals > Conditionals (IF) explained

Tallyfy automations use conditional logic to automatically trigger actions based on step statuses or form field values with options varying by field type and the ability to combine multiple conditions using AND/OR operators for sophisticated workflow control.

Automations > Logic operations explained

Tallyfy’s automation system uses simple “if-this-then-that” logic rules that trigger automatic actions when specific conditions are met allowing users to create smart workflows without complex flowcharts by combining AND/OR logic to handle multiple conditions and business scenarios.

Features > If-this-then-that

Tallyfy uses simple if-this-then-that automation rules to create intelligent workflows that automatically respond to changing conditions and user inputs without requiring programming knowledge or complex flowcharts.