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Synchronization

Automation Example: Synchronization (Wait for Multiple Things)

Sometimes you need a process to wait until multiple things happen before continuing. This is called “synchronization”.

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In Tallyfy automations, use the AND operator for synchronization. AND means all conditions must be true before the action happens.

Example: Wait for HR and Manager Approval

Consider an Employee Onboarding process where you need approval from both HR and the direct manager before continuing.

Create two separate Approve/Reject tasks - one for HR, one for the Manager.

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Then create one automation rule checking if both approval tasks show “Approved” status.

  • Rule: 
    IF (HR Approval task) is "Approved"
    AND (Manager Approval task) is "Approved"
    THEN SHOW steps [List of next onboarding steps]
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The key here is using AND between the conditions. The next steps will only appear after both HR and the Manager have approved.

Summary

The AND operator in Tallyfy makes processes wait until multiple conditions are met before moving forward.

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.

Automations > Conditionals

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.
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