Logic operations explained

How does automation logic work in Tallyfy?

Tallyfy’s automations use a simple logic system to create rules. These rules decide when automatic actions should happen in your processes.

Why Tallyfy uses simple logic instead of flowcharts

We chose simple “if-this-then-that” logic instead of flowcharts on purpose. Flowcharts can get very complicated and hard to understand or change, especially for big processes. Simple “if-this-then-that” rules are easy for anyone to understand and use, even without technical training. This approach lets you build smart processes that handle different situations without needing complex diagrams.

What is the basic “IF… THEN…” rule?

All automations follow this basic idea:

IF [something is true]
THEN [do this action]

This works just like decisions you make every day:

What is the condition (the IF part)?

The condition is the trigger. It checks if something in the process is true or false.

Examples:

• IF a form field answer is “Yes”
• IF a deadline is near
• IF a task is approved

What is the action (the THEN part)?

The action is what Tallyfy automatically does when the condition is true.

Examples:

• THEN assign the task to the manager
• THEN mark the task as complete
• THEN show or hide the next step

How do I use multiple conditions together?

Often, you need to check more than one thing before an action happens. Tallyfy lets you combine conditions using AND or OR:

How do I use AND logic?

AND means ALL conditions must be true for the action to happen.

IF [condition 1 is true] AND [condition 2 is true]
THEN [do this action]

Example: IF the request is urgent (condition 1) AND the amount is over $1000 (condition 2) THEN assign the task to the finance manager

How do I use OR logic?

OR means AT LEAST ONE of the conditions must be true for the action to happen.

IF [condition 1 is true] OR [condition 2 is true]
THEN [do this action]

Example: IF the client has a VIP account (condition 1) OR the order is over $5000 (condition 2) THEN show the “Offer Discount” step

How do I combine AND and OR logic?

You can mix AND and OR using parentheses () to create more complex rules, just like in math:

IF [condition 1 is true] AND ([condition 2 is true] OR [condition 3 is true])
THEN [do this action]

This flexibility lets you build rules that match your specific business needs.

Related articles

Automations > Conditionals

Conditional logic in Tallyfy automations allows processes to automatically make decisions based on specific criteria like form responses user roles task completions or deadlines to create more efficient and adaptive workflows without manual intervention.

Features > If-this-then-that

Tallyfy uses simple if-this-then-that automation rules to create intelligent workflows that automatically respond to changing conditions and user inputs without requiring programming knowledge or complex flowcharts.

Templates > Automations

Tallyfy process automations are smart if-this-then-that rules that automatically perform actions like task assignments deadline changes and step visibility based on defined conditions to reduce manual work and ensure consistent process execution.

Conditionals > Conditionals (IF) explained

Tallyfy automations use conditional logic to automatically trigger actions based on step statuses or form field values with options varying by field type and the ability to combine multiple conditions using AND/OR operators for sophisticated workflow control.