Conditionals

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What’s conditional logic?

Section titled “What’s conditional logic?”

Conditional logic is the “IF” half of a Tallyfy automation - it lets your processes make decisions automatically. When a condition is true, the automation runs its “THEN” action, such as showing a hidden step, changing who’s assigned or setting a deadline. Automations are set on the template, and every process launched from it follows them.

How a condition reads

Tallyfy doesn’t use flowcharts for this. Each condition reads as a short statement, such as “IF Approval Step Is rejected”. Administrators, and Standard members given edit permission on the template, can change it. Light members can’t edit templates.

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

Webhook

IF this THEN fire a webhook

Available condition types

Section titled “Available condition types”

You can base conditions on:

• Form field answers - including kick-off 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

Related articles

Section titled “Related articles”

Conditionals > Conditionals (IF) explained

Conditionals are the IF part of Tallyfy automations. They check whether step statuses or form…

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