Logic operations explained

Understanding automation logic 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.

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:

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

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

Using 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:

Using AND

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

Using OR

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

Combining AND and OR

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 enables processes to automatically make decisions based on specific criteria like form field answers step completion status user roles and time triggers creating more efficient consistent and adaptive workflows without complex flowcharts.

Features > If-this-then-that

Tallyfy simplifies workflow automation through intuitive if-this-then-that rules that allow business users to create conditional logic without programming knowledge while enabling actions like task assignments deadline adjustments and system integrations.

Templates > Automations

Tallyfy process automations are smart IF-THEN 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’s automation system enables users to create conditional rules based on step status and form field values to automatically trigger actions in their workflows.