Automations enable automated decision-making and actions within templates based on user-defined conditions, featuring conditionals, examples, and customizable actions for streamlined process execution.
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.
Tallyfy’s automation feature enables intelligent process decision-making through configurable conditions, similar to real-life decision patterns, with practical examples provided to illustrate common implementation scenarios.
Actions > Automate changing the status of tasks
Status actions enable the reopening of completed steps in a workflow, particularly useful in approval processes where rejected steps can trigger the reopening of previous tasks until successful completion.
Tutorials > Create an automation
Automate employee onboarding processes by creating conditional workflows that adapt based on form field responses and task completions, ensuring a streamlined and personalized experience for different employee roles.
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