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Automation example - synchronization (wait for multiple things)

Section titled “Automation example - synchronization (wait for multiple things)”

Use the AND operator in Tallyfy automations to make your process wait for several approvals before moving forward. When you connect conditions with AND, all of them must be true before anything happens.

BPMN synchronization gateway joining parallel tasks A and B

Think of it like needing two keys to open a vault - you can’t proceed with just one.

Example - wait for HR and manager approval

Section titled “Example - wait for HR and manager approval”

Say you’re setting up an Employee Onboarding process, and new hires can’t start until both HR and their direct manager approve. Create two Approve/Reject tasks - one assigned to HR, another to the manager.

Employee onboarding template with approval step configuration (61 chars)

Then create a single automation that checks whether both tasks show “Approved”. In this example it reveals two steps, “Order equipment” and “Schedule orientation”:

  • Automation:

    Release onboarding after both approvals

    If

    • HR approval is approved
    • AndManager approval is approved

    Then

    • Show step
      Apply to
      Order equipment
    • Show step
      Apply to
      Schedule orientation
Automation rule with conditional logic and visibility action (60 chars)

The AND between conditions is your synchronization point. Onboarding steps stay hidden until both approvals come through. No more chasing people or wondering who approved what.

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