Conditional logic in Tallyfy enables automated decision-making within processes through simple IF-THEN rules that respond to form answers step completions user roles time triggers and other conditions to create adaptive workflows while reducing manual work and ensuring consistency.
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
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.
Automations > Logic operations explained
Tallyfy’s automation logic uses simple IF-THEN rules that evaluate user inputs and process conditions to automatically modify workflows and adapt processes to different scenarios without requiring technical expertise.
Tutorials > Create an automation
Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead.
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