A Tallyfy automation pairs conditions with actions on a template, so running processes adapt to…
Examples
Automation examples
Section titled “Automation examples”Each example below is a tested Tallyfy automation pattern. Its page shows the conditions, the actions and how to set them up in your template.
Assignment
Section titled “Assignment”Assign to process requestor Routes a later step back to whoever launched the process. An assignee picker field on the kick-off form records that person, so nobody has to remember who started the request.
Dynamic member assignment from kick-off forms The person launching the process picks who handles each task in assignee picker fields on the kick-off form, and automations assign them. Use it when different projects need different people.
Service level-based task assignment Routes tasks by the service tier picked on the kick-off form, such as Basic, Professional or Platinum, so each tier’s tasks go to its own person or group.
Notify the requestor when the process completes An assignee picker on the kick-off form records who asked, and an automation assigns an Email Auto-Send step to that person, which emails them the outcome.
Workflow control
Section titled “Workflow control”Exclusive choice (pick one path) The process follows one branch, never both. Office workers get IT access and a desk; field workers get safety training and equipment setup. A radio button field holds one role, so only one automation fires.
Synchronization (wait for multiple approvals) Conditions joined with AND keep the next steps hidden until every required approval comes back approved.
Multi-level approval loops A rejection reopens the request for fixes. This works once at each approval level in a process, so after a second rejection at the same level, reopen the request by hand.
Decision with waiting step A YES answer goes straight to the next step and a NO answer shows a waiting step first. A third automation shows the next step once the waiting step is completed.
Time-based
Section titled “Time-based”Countdown deadline automation Makes a task due a set time before a date someone enters, such as an agenda due 1 day before a meeting.
Combined visibility and deadline automations One automation shows an international shipping step only for international shipments. A second one sets its deadline from the expected arrival date.
Quick reference
Section titled “Quick reference”- Customer support routing → Service level-based assignment
- Purchase approvals → Multi-level approval loops
- Event planning → Countdown deadline automation
- Project delegation → Dynamic member assignment
- Compliance workflows → Synchronization
For BPMN-based process patterns, see BPMN Examples and Patterns ↗.
- Automatically assign a step to the original process requestor
- Combined visibility and deadline automations
- Countdown deadline automation
- Decision with waiting step
- Dynamic member assignment from kick-off forms
- Exclusive choice
- Multi-level approval loops
- Notify the requestor when process completes
- Service level-based task assignment
- Synchronization
Related articles
Section titled “Related articles” Automation actions are the Then half of an automation. They automatically assign people, adjust…
Examples > Service level-based task assignment
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Tutorials > Create an automation
Tallyfy automations pair an If with a Then to adapt workflows at runtime. You can hide and…
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