Conditionals (IF) explained

Understanding conditionals in automations

Conditionals in Tallyfy Automations let you set up “if this happens, then do that” rules - just like you’d explain them to a colleague. No more manually checking if tasks are done or watching for specific form answers.

The Condition (that’s your “IF” part) tells Tallyfy what to watch for. Think of it as setting up a smart assistant who knows exactly when to take action. Once you understand how conditions work, you can automate almost any decision in your workflow.

Here’s the thing - what you can check depends on whether you’re looking at a step’s progress or what someone typed in a form.

Step-based conditions

Want to check if someone’s finished a task? Or if an approval went through? That’s what step-based conditions do - they monitor your workflow’s progress.

Different step types give you different options:

• Regular Step: Check if it’s completed. (IF Step 1 Is completed THEN…)
• Approve/Reject Step: Check if it’s approved or rejected. (IF Approval Step Is rejected THEN send it back for revision)
• Expiry Step: Check if it’s acknowledged (done on time) or expired (missed the deadline).

Form field conditions

Now here’s where it gets interesting. You can actually check what people type in form fields - and take different actions based on their answers.

Each field type has its own set of conditions you can check:

• Text (Short or Long) or File Upload: Look for specific words (Contains), make sure certain words aren’t there (Does not contain), or check if someone left it blank (Is empty/Is not empty)
• Table: Search for values in specific columns (Contains)
• Checklist: See which boxes are ticked. You can check if items Are checked, Are not checked, or if the selection includes specific choices (Contain/Do not contain). Need to check if any item from a list is selected? Use Any of.
• Dropdown: This one’s powerful - check if the selection Is a specific option, Is not something, Contains certain text, or even compare numeric values (Is greater than/Is less than)

Simple.

These conditions turn your forms into decision-making tools. Someone selects “High Priority”? Route it to management. Budget over $10,000? Trigger approval workflows automatically.

Combining multiple conditions

Combine several conditions in one rule using AND/OR logic (explained in Logic operations). This lets you create very specific triggers for sophisticated automation workflows.

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