Using conditional logic in Power Automate

Automated workflows become truly powerful when they can make decisions. In Power Automate, conditional logic is key to building flows that adapt to different situations and perform different actions based on specific criteria from your Tallyfy processes. This allows you to create more flexible and intelligent automations for your Tallyfy workflows.

Introduction to conditional logic for Tallyfy integrations

Conditional logic enables your Power Automate flow to answer a question about Tallyfy data and then act based on the answer. If a certain condition related to a Tallyfy task or process is true, the flow goes one way; if false, it goes another.

Why is this crucial for Tallyfy? Imagine a Tallyfy process for customer support. With conditional logic, Power Automate could check a “Priority” form field in a Tallyfy task: if “High,” the flow might escalate it; if “Low,” it might log it for routine follow-up, all interacting with Tallyfy or other systems.

The “Condition” control for Tallyfy data

1. Adding a condition: In your flow, click + New step and search for Condition. Select it from the Controls category.

2. Structure: The Condition control presents an if-this-then-that structure for your Tallyfy data evaluation:

   • IF: Define your condition(s) based on Tallyfy data.
   • IF YES (THEN): Actions here execute if the Tallyfy-related condition is true.
   • IF NO (ELSE): Actions here execute if the Tallyfy-related condition is false.

3. Defining the condition:

   • Value 1: Select dynamic content from Tallyfy (e.g., output of a Tallyfy connector action like “Get task details”) or enter a static value.
   • Operator: Select a comparison operator from the dropdown menu. Common operators include:
     • is equal to / is not equal to
     • contains / does not contain (for text)
     • is greater than / is less than (for numbers or dates)
     • starts with / ends with (for text)
     • is empty / is not empty (to check if a field has a value)
   • Value 2: Click in the second box (“Choose a value”). Again, this can be dynamic content or a static value that Value 1 will be compared against.

Building a flow with simple conditional logic for Tallyfy

Let’s illustrate with a Tallyfy scenario: When a Tallyfy task is completed, check a specific form field (e.g., “Approval Outcome”) and send different email notifications based on its value.

1. Trigger: Tallyfy - “When a task is completed”.

   • Start a new automated cloud flow.
   • Select the Tallyfy trigger When a task is completed.
   • Configure it to monitor a specific Tallyfy procedure template (Blueprint ID).

2. Action: Tallyfy - “Get task details”. Add this Tallyfy action to get all form field data.

   • Task ID: Use the Task ID dynamic content from the trigger.

3. Control: “Condition”. Add a Condition control.

   • Value 1: From dynamic content, select the output from “Get task details” for your “Approval Outcome” form field (e.g., outputs('Get_task_details')?['body/forms/ApprovalOutcome/value']).
   • Operator: Select is equal to.
   • Value 2: Type Approved.

4. IF YES branch actions: If the Tallyfy “Approval Outcome” is “Approved”:

   • Add action: Send an email (V2).
   • To: Relevant stakeholder.
   • Subject: Tallyfy Task '[Task Name from Get task details]' was Approved.
   • Body: Provide details, perhaps linking to the Tallyfy task.

5. IF NO branch actions: If the Tallyfy “Approval Outcome” is not “Approved”:

   • Add action: Send an email (V2).
   • To: Tallyfy task assignee (Assigned To Email from “Get task details”).
   • Subject: Action Required: Tallyfy Task '[Task Name]' outcome was '[Approval Outcome]'.
   • Body: Please review Tallyfy task [Task Name]. Outcome: [Approval Outcome].

6. Save and test your flow. (See managing and monitoring flows for testing tips).

Handling multiple conditions (AND/OR) for Tallyfy data

Often, you’ll need to check more than one Tallyfy data point.

• Adding rows: Inside a Condition, click + Add > Add row.
• AND logic: Default for multiple rows; all conditions must be true.
• OR logic: Change the operator at the top of the conditions group to OR; any condition being true suffices.

Tallyfy Example (AND): IF Tallyfy task Priority (form field) is “High” AND its Due Date (from Tallyfy) is in the past, THEN send an escalation alert.

Nested conditions for complex Tallyfy logic

You can place a Condition control inside another Condition’s branch for more complex decision trees based on Tallyfy data.

Example: First, check IF Tallyfy process type is “Sales Order.” IF YES, then use a nested condition to check IF the order value (a Tallyfy form field) is greater than $10,000.

If logic becomes too convoluted, consider using a Switch control (see advanced conditions and expressions).

Introduction to Switch control (for multiple distinct options from Tallyfy)

When evaluating a single Tallyfy value against many distinct options, the Switch control is cleaner than multiple nested conditions. This is detailed further in our article on advanced conditions and expressions.

• Structure: Provide a value to switch ON (e.g., dynamic content from a Tallyfy form field). Define multiple CASE branches, each for a specific value from Tallyfy. A DEFAULT branch handles non-matching values.

Tallyfy Example: A Tallyfy task has a form field “Support Ticket Category” with values like “Billing Issue,” “Technical Problem.”

• SWITCH ON Tallyfy “Support Ticket Category”:
  • CASE “Billing Issue”: Action - Notify finance.
  • CASE “Technical Problem”: Action - Create urgent task in a Tallyfy “Tech Support” process.
  • DEFAULT: Action - Notify general support.

Tips for using conditions with Tallyfy data

• Data types: Ensure data types match. Use expressions (like int()) to convert Tallyfy text field values if comparing to numbers.
• Case sensitivity: Use expressions like toLower() for case-insensitive text comparisons of Tallyfy data.
• Leverage Tallyfy outputs: Use data from Tallyfy connector triggers and actions to drive your conditional logic.
• Test all paths: Thoroughly test every branch with different Tallyfy data inputs.

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