Conditionals (IF) explained

Explaining Conditions (the “IF” part) in Tallyfy Automations

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.

Conditions based on Step Type

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).

Conditions based on Field Type

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.

Using multiple conditions

You can combine several conditions in one automation rule using AND / OR logic (as explained in Logic operations explained). This lets you create very specific triggers for your automated actions.

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