Logic operations Explained

Understanding automation logic in Tallyfy

Tallyfy’s automation system uses a structured logical framework to create rules that determine when and how automated actions occur in your processes.

Why Tallyfy uses if-then logic instead of flowcharts

Tallyfy deliberately avoids complex flowcharts in favor of simple if-then logic. While flowcharts become difficult to understand, maintain, and execute as processes grow more complex, if-then rules remain intuitive for all users regardless of technical background. This approach allows anyone to create and modify process logic without specialized training, while still handling all the scenarios flowcharts would cover.

Basic IF-THEN structure

All automations follow the same fundamental pattern:

IF [condition]
THEN [action]

This pattern mirrors logical decision-making in everyday life and business processes:

Condition component (IF)

The condition defines when the automation should trigger. It evaluates to either true or false based on process data.

Examples:

• IF a form field contains a specific value
• IF a deadline is approaching
• IF a task status changes

Action component (THEN)

The action defines what happens when the condition is true. This is the automated response the system takes.

Examples:

• THEN assign a task to a specific person
• THEN change a task’s status
• THEN make a task visible or hidden

Combining multiple conditions

Most real-world automation scenarios require evaluating multiple factors. Tallyfy provides two logical operators for combining conditions:

AND operator

The AND operator requires ALL conditions to be true for the action to execute.

IF [condition 1] AND [condition 2] AND [condition 3]
THEN [action]

Example: IF the customer request is urgent (condition 1) AND the request value exceeds $1000 (condition 2) AND it’s during business hours (condition 3) THEN assign the task to a manager

OR operator

The OR operator requires ANY condition to be true for the action to execute.

IF [condition 1] OR [condition 2]
THEN [action]

Example: IF the client is VIP status (condition 1) OR the order value exceeds $5000 (condition 2) THEN enable the expedited shipping option

Complex logic combinations

Tallyfy allows nesting conditions to create more sophisticated automation rules:

IF [condition 1] AND ([condition 2] OR [condition 3])
THEN [action]

This flexibility enables you to model complex business rules and decision processes in your workflows.

Related articles

Automations > Conditionals

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Features > If-this-then-that

Tallyfy streamlines workflow automation through an intuitive conditional logic system that enables non-technical users to design and manage complex business processes without programming knowledge.

Templates > Automations

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.

Conditionals > Conditionals (IF) explained

Tallyfy’s automation system employs diverse conditional options based on step types and field types to create dynamic workflows that execute actions automatically based on specific triggers and user-defined rules.