Skip to content

Conditionals

Conditional logic (the “IF” part) 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 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.

Types of conditions you can 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).

Conditionals > Conditionals (IF) explained

Tallyfy’s automation system enables checking step statuses and form field values to trigger conditional actions based on specific criteria like completion approvals expirations and input data types.

Automations > Logic operations explained

Tallyfy employs straightforward if-then automation rules that enable users to create dynamic workflows by combining multiple conditions with AND/OR operators without requiring complex flowcharts or technical expertise.

Features > If-this-then-that

Tallyfy simplifies workflow automation through intuitive IF/THEN rules that enable non-technical users to create dynamic processes and integrate with external tools without complex flowcharts.

Automations > Actions

Tallyfy’s automation system offers four action types - assignment deadline status and visibility - to automatically handle task management based on predefined conditions and rules for streamlined workflow execution.