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Synchronization

Automation Example: Synchronization (Wait for Multiple Things)

Ever needed your process to wait for several approvals before moving forward? That’s synchronization - and Tallyfy makes it simple.

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Here’s the secret: use the AND operator in Tallyfy automations. When you connect conditions with AND, all of them must be true before anything happens. It’s like needing two keys to open a vault - you can’t proceed with just one.

Example: Wait for HR and Manager Approval

Let’s make this real. You’re setting up an Employee Onboarding process, and new hires can’t start until both HR and their direct manager give the thumbs up. Sound familiar?

First, create two Approve/Reject tasks - one assigned to HR, another to the manager. Simple.

Employee onboarding template with approval step configuration (61 chars)

Now here’s where it gets interesting. Create a single automation rule that checks if both 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]
Automation rule with conditional logic and visibility action (60 chars)

See that AND between the conditions? That’s your synchronization point. The onboarding steps stay hidden until both approvals come through. No more chasing people or wondering who approved what.

Summary

Want processes that wait for multiple green lights? The AND operator is your answer. It ensures nothing moves forward until every required condition is met.

Automations > Logic operations explained

Tallyfy’s automation logic uses simple IF-THEN rules that watch user inputs and automatically adjust workflows based on conditions like form selections task approvals or specific requirements while combining multiple conditions with AND/OR logic to create intelligent processes that adapt to different business scenarios.

Power Automate > Building approval workflows with Power Automate

This guide explains how to use Power Automate’s approval features to handle formal sign-offs that extend beyond Tallyfy’s built-in task assignments by creating automated workflows that request approvals and update Tallyfy processes based on the outcomes.

Examples > Exclusive choice

Tallyfy enables exclusive choice automation where processes automatically follow one specific path from multiple options based on user selections like employee roles triggering different onboarding workflows without manual intervention.

Examples > Multi-level approval loops

This guide demonstrates how to create multi-level approval workflows with automatic rejection handling that sends work back to previous steps for corrections while maintaining quality control across financial approvals content publishing and contract management processes.
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