Conditionals (IF) explained
Automations in Tallyfy let you automate tasks and decisions. The first part of any automation rule is the Condition (the “IF” part) – this is what Tallyfy checks to decide if the automation should run.
The exact checks (conditions) you can use depend on what you are checking – either the status of a step or the value entered into a form field.
When your condition checks the status of a step, the options depend on the type of step:
- Regular Step: You can check Is completed. (e.g., IF Step 1 Is completed THEN…)
- Approve/Reject Step: You can check Is approved or Is rejected. (e.g., IF Approval Step Is rejected THEN…)
- Expiry Step: You can check Is acknowledged (completed on time) or Is expired (not completed on time).
When your condition checks the information inside a form field, the options depend on the type of field:
- Text (Short or Long) or File Upload: Check if the field Contains certain text, Does not contain text, Is empty, or Is not empty.
- Table: Check if a specific column Contains a certain value.
- Checklist: Check which items Are checked, Are not checked, if the selections Contain certain items, Do not contain items, or if Any of a specific list of items are checked.
- Dropdown: Check if the selected option Is, Is not, Contains, Does not contain, Is any of, Is greater than, or Is less than a certain value.
These options let you check the information entered into forms and make decisions automatically.
Conditional logic in Tallyfy automations enables processes to automatically make decisions based on specific criteria like form field answers step completion status user roles and time triggers creating more efficient consistent and adaptive workflows without complex flowcharts.
Automations > Logic operations explained
Tallyfy’s automation system uses simple “if-this-then-that” logic rules instead of complex flowcharts to automatically trigger actions in processes based on conditions like form responses deadlines or task approvals with the ability to combine multiple conditions using AND/OR operators for flexible business workflow automation.
Power Automate > Using conditional logic in Power Automate
Power Automate conditional logic enables flows to make intelligent decisions based on Tallyfy data using Condition and Switch controls to create different action paths depending on task status form field values and process criteria.
Tallyfy process automations are smart IF-THEN 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.
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