Conditionals (IF) explained
Tallyfy Automations use conditional logic to automatically handle tasks and decisions. This eliminates manual monitoring and ensures your processes follow the same rules every time.
The Condition (the “IF” part) is the foundation of every automation rule. It tells Tallyfy what to check before taking action. Understanding conditions gives you precise control over workflow automation.
Available conditions depend on what you’re checking - either a step’s status or what someone entered in a form field.
Step-based conditions check workflow progress by looking at step statuses. Options vary by step type:
- 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 checking form field content, available options depend on the field type:
- 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 your Tallyfy workflows make automatic decisions based on what people enter in forms.
Power Automate > Using conditional logic in Power Automate
Automations > Logic operations explained
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