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Conditionals (IF) explained

How conditionals work

Conditionals in Tallyfy automations are “if this, then that” rules. They watch for specific events, like a task that’s completed or a form answer matching a value, and trigger actions automatically.

The Condition is your “IF” part. What you can check depends on whether you’re looking at a step’s status or a form field’s value.

Step-based conditions

These check a step’s status within your workflow. Every step type also supports reopened and not assigned conditions.

  • Regular step (and email step): Is it completed? (IF Step 1 Is completed THEN…)
  • Approve/reject step: Is it approved or rejected? (IF Approval Step Is rejected THEN send it back)
  • Expiry step: Is it acknowledged or expired?

Form field conditions

You can check what people enter in form fields - both on steps and in kick-off forms - and act on their answers.

Each field type supports different operators:

  • Short text, long text, or file upload: Contains, Does not contain, Is empty, Is not empty. Short text fields with numeric validation also get Greater than and Less than.
  • Dropdown: Is, Is not, Contains, Does not contain, Any of, Greater than, Less than
  • Radio buttons or checkboxes (multi-select): Is, Is not, Contains, Does not contain, Any of
  • Table: Contains (can target a specific column)
  • Date: Contains, Does not contain, Is empty, Is not empty
  • Assignee form field: Is empty, Is not empty

Someone selects “High Priority”? Route it to management. Budget over $10,000? Trigger an approval step automatically.

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