Insert variables

How can I use and insert variables in Tallyfy?

Tallyfy Variables enable dynamic information display by automatically transferring data from earlier steps to subsequent steps within the same process.

Variable insertion creates personalized, data-driven workflows by referencing form field values from previous steps within titles and descriptions of later workflow steps, ensuring consistent information flow and reducing manual data re-entry.

What do I need to use variables?

• A template open in edit mode.
• At least one form field in an earlier step (the source of the data).
• A later step where you want to display the data from that form field.

How do variables function in Tallyfy?

Variables establish intelligent data connections between workflow steps, enabling automated information transfer and personalization:

• Source: The form field where someone enters information.
• Target: The step title or description where you insert the variable.

When someone fills in the source form field, the value they enter automatically shows up wherever you placed the variable in later steps.

What types of variables can I insert?

When you click the (Insert Variable) button in the editor, you can choose data from:

• Kick-off form fields: Information entered when the process was first started.

• Form fields from previous steps: Data entered in any form field in steps that come before the current step.

• System variables: Special Tallyfy information like:

  • Current TaskID: The unique ID number for the current task.
  • Current ProcessID: The unique ID number for this specific run of the process.
  • (Other system IDs might be available)

  System variables are mostly useful for technical reasons, like including an ID in a link to another system.

Why should I use variables?

• Consistency: Show the same information (like a client name) in multiple places without retyping.
• Live Updates: If the data in the source form field changes, the variable updates automatically.
• Personalization: Make task titles and instructions specific to this run of the process (e.g., “Review proposal for [Client Name]”).
• Fewer Errors: Avoid mistakes from manually copying data between steps.
• Context: Keep important information visible throughout the workflow.

How do I add variables to step titles?

1. Open your template in Edit mode.
2. 
3. Make sure you have a form field in an earlier step to get the data you want to display.
4. 
5. Go to a step that happens after the step with the form field.
6. Click on the step title to edit it.
7. Place your cursor where you want the variable information to appear.
8. Click the (Insert Variable) button that appears near the title field.
9. Select the form field (the source) from the list.
10. The variable (like {{fieldName}}) will be inserted. Save your changes if needed.

How do I add variables to step descriptions?

1. Open your template in Edit mode.
2. Ensure the source form field exists in an earlier step.
3. Go to a later step and click into its description box.
4. Place your cursor where you want the variable information to appear.
5. Click the (Insert Variable) button in the text editor toolbar.
6. Select the form field (the source) from the list. 7.Inserting variables in description ↗
7. The variable will be inserted. Changes save automatically.

How do variables work when the process runs?

1. Someone fills out the source form field in an early step.
2. Tallyfy remembers the value entered.
3. When the process reaches a later step containing the variable, Tallyfy automatically replaces the variable placeholder (like {{fieldName}}) with the actual value that was entered.
4. If the value in the source form field is changed later, the variable display will also update.

What are common examples of variables?

How do I make task titles specific with variables?

• “Get approval for Project: {{projectName}}”
• “Review document for Client: {{clientName}}”
• “Schedule meeting with {{departmentName}} lead”

How do I make instructions specific with variables?

• “Please review the proposal for {{clientName}}, focusing on the section about {{focusArea}}.”
• “Call {{customerName}} at {{phoneNumber}} to discuss their order {{orderNumber}}.”
• “Prepare the {{documentType}} based on the request from {{requestingDepartment}}.”

What are tips for using variables effectively?

• Give your form fields clear names so they are easy to find in the variable list.
• Test your template by running the process to make sure variables show the correct information.
• Think about what should happen if the source form field is left empty – will the sentence still make sense?
• Use variables for information that might change from one run of the process to the next.
• Mix variables with regular text to provide clear context.

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