Tallyfy’s automation system uses conditional logic to enable dynamic decision-making based on form fields step statuses user roles time triggers and process metadata for streamlined workflow management.
Exclusive choice
Exclusive choice is a type of decision-making that allows you to select one path from multiple options. This is a common pattern in business processes where you need to make a decision based on a set of conditions.
In Tallyfy, you can create 2 individual automations to achieve an exclusive choice pattern. Each automation will have a different condition, and only one of them will be executed based on the conditions being met.
Let’s consider a New employee onboarding process. When the process is initiated, we will have a first step to gather some basic information about the new employee, In this particular case, our process demands a different set of actions based on the employee’s role inside the company. If it’s a Field employee, we need a different set of actions to be executed, If it’s an Office employee, we need to execute different actions instead.
We will start by creating a form field of type Radio button on the first step to gather the employee’s role, this is because radio buttons allows us to have defined options and only one of them can be selected. We will have 2 options, Field employee and Office employee.
After that, we will create 2 automations, one for each role, and we will set the conditions to be met for each automation to be executed.
- Automation 1: If the employee’s role is Field worker, then execute the actions for Field employee.
- Automation 2: If the employee’s role is Office worker, then execute the actions for Office employee.
Exclusive choice is a powerful pattern that allows you to make decisions based on specific conditions, enabling you to select one path from multiple options in your business processes.
Automation actions in Tallyfy enable automatic task management through four key types: assignment deadline status and visibility controls that execute based on predefined conditions to streamline workflows.
Tallyfy streamlines workflow automation through an intuitive conditional logic system that enables non-technical users to design and manage complex business processes without programming knowledge.
Conditionals > Conditionals (IF) explained
Tallyfy’s automation system employs diverse conditional options based on step types and field types to create dynamic workflows that execute actions automatically based on specific triggers and user-defined rules.
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