Logic operations explained

Understanding automation logic

Tallyfy’s automations use a simple logic system to build smart processes that will ask for user input and modify the flow based on that input. These rules automatically adapt your workflows to different scenarios, ensuring nothing falls through the cracks.

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 ask for user input and modify their flow based on responses, handling different situations automatically.

Basic “IF… THEN…” structure

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 (IF part)

The condition is the trigger that checks user input and other process data. It watches for specific responses or situations.

Examples:

• IF a user selects “Urgent” in a form field
• IF a customer chooses “Premium Service” level
• IF a task is approved by a manager
• IF user input indicates special requirements

The action (THEN part)

The action is how your smart process modifies its flow based on the user input.

Examples:

• THEN show additional steps for urgent handling
• THEN assign the task to a specialist team
• THEN adjust deadlines based on service level
• THEN hide steps that aren’t relevant to this user’s situation

Combining multiple conditions

Smart processes often need to evaluate multiple user inputs before modifying the flow. Tallyfy lets you combine conditions using AND or OR:

Using 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 user selects urgent priority (condition 1) AND the amount entered is over $1000 (condition 2) THEN modify the flow to include executive approval

Using 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 selects VIP service (user input 1) OR the order amount exceeds $5000 (user input 2) THEN modify the flow to show premium processing steps

Combining 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 smart processes that ask for user input at key points and intelligently modify their flow to match your specific business needs.

Related articles

Automations > Conditionals

Conditional logic in Tallyfy enables automated decision-making within processes through simple IF-THEN rules that respond to form answers step completions user roles time triggers and other conditions to create adaptive workflows while reducing manual work and ensuring consistency.

Templates > Automations

Tallyfy automations enable intelligent workflow adaptation through conditional IF-THEN rules that automatically modify processes based on user input form responses task completions and other triggers to create dynamic workflows that route tasks assign responsibilities and show or hide steps without manual intervention.

Features > If-this-then-that

Tallyfy uses if-this-then-that automation rules to create intelligent workflows that automatically respond to conditions and trigger actions like task assignments or deadline changes without requiring programming knowledge or complex flowcharts.

Conditionals > Conditionals (IF) explained

Tallyfy automations use conditional logic to automatically handle tasks and decisions by checking step statuses or form field content with various operators like “contains” “is completed” or “is approved” to trigger specific actions without manual intervention.