Automation features enable automatic decision-making and actions in processes through user-defined conditions and triggers while providing examples tutorials and implementation guidelines for streamlined workflow management.
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.
Automated decision-making in processes can be configured based on specific conditions to streamline workflows and execute tasks automatically just like real-life decision-making patterns.
Actions > Automate changing the status of tasks
Status actions enable reopening of completed steps in a workflow to facilitate approval processes and looping scenarios by automatically triggering when specific conditions are met.
Tutorials > Create an automation
An employee onboarding automation system that customizes orientation processes based on role selection through form fields and predefined rules to automatically assign relevant training steps.
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