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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. Think of it as teaching your workflow to handle different situations without you.

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?

Section titled “Why use conditionals?”
  • Automate decisions - your workflow handles routine choices on its own
  • Stay consistent - the same automations 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

Section titled “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)
Section titled “Related articles”

Templates > Automations

A Tallyfy automation pairs conditions with actions on a template, so running processes adapt to…
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