Rule-based automations in Tallyfy enable efficient workflow management by monitoring conditions executing actions making decisions routing tasks and modifying processes automatically based on predefined rules and triggers.
Synchronization
Synchronization is a pattern that allows you to wait for multiple conditions to be met before proceeding with the process. This is a common pattern in business processes where you need to wait for multiple events to occur before moving forward.
When can achieve this using Tallyfy’s automations by using the AND operator. The AND operator requires all conditions to be met for the action to take place.
Let’s consider a process of a New employee onboarding where we need to wait for the approval of the HR department AND the manager before proceeding with the rest of the process.
We will start by defining the steps that require approval using tasks of type Approve/reject
Once we have the steps defined, we will create one automation that will wait for both approvals to be completed before proceeding with the process.
- Automation: If the HR department approves the request AND the manager approves the request, then proceed with the process.
Note that the key element here is the use of the AND operator in the automation, which will require both conditions to be met before proceeding with the process.
Synchronization is a powerful pattern that allows you to wait for multiple conditions to be met before proceeding with the process, enabling you to ensure that all necessary events have occurred before moving forward.
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.
Comprehensive automation examples and patterns demonstrate practical implementations of workflow rules across different business scenarios including approvals task assignments form routing and notifications.
Tutorials > Create an automation
Workflow automation rules can be configured to trigger specific actions based on task completion form field values approval decisions and other conditions to create dynamic process paths tailored to different scenarios.
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