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Conditionals (IF) explained

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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?
  • Any step with a deadline: Is the deadline overdue? Fires once per process when the deadline passes and the task still isn’t done - useful for escalations. You can set this up through the API today, and the option is coming to the visual builder.

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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