Launch via a magic link
- Access to Tallyfy® Settings > Integrations > Magic Links (usually Admin only) for security.
- The ID of the template or task you want the link to affect for proper targeting.
- A basic understanding of web links (URLs) and parameters for configuration.
- Users clicking the link must already be logged into Tallyfy® for authentication.
These requirements ensure proper setup and secure operation of magic links within your organization.
Magic links are special web links (URLs) that make Tallyfy® automatically perform actions when a logged-in user clicks them. You can create links to:
- Create a one-off task for immediate work items.
- Launch a process from a template (and pre-fill info) for streamlined initiation.
- Complete a specific task for quick workflow progression.
- Re-open a specific task when work needs continuation.
- Add a comment to a task for rapid communication.
- Change a task’s deadline for timeline adjustments.
- Update a form field value in a specific task for data corrections.
They are useful for triggering Tallyfy® actions from emails, websites, or other tools, enabling seamless integration across your technology stack.
- Go to Settings > Integrations.
- Click the Magic Links section.
Action | Description |
---|---|
Create One-Off Task | Creates a standalone task. |
Launch Process | Starts a new process from a template. |
Complete Task | Completes a specific task. |
Re-open Task | Re-opens a completed task. |
Add Comment | Adds a set comment to a specific task. |
Edit Deadline | Updates the due date of a specific task. |
Update Form Field | Updates a form field value in a specific task. |
- Go to the Magic Links section in Settings.
- Click Get a Magic Link.
- Choose Launch a Process from the dropdown.
- Select the Template you want the link to launch.
- Set options like the default Process Name (you can use variables).
- You can also pre-fill data in kick-off fields by adding parameters (see structure below).
- Copy the generated magic link URL.
- You might need to add more parameters manually (e.g., adding field values).
- Go to the Magic Links section.
- Click Get a Magic Link.
- Choose Create a One-Off Task.
- Set the default task details (name, assignee, deadline - some can be overridden in the URL).
- Copy the generated URL.
A link to launch a process and fill in data follows this structure:
https://go.tallyfy.com/[YourOrgID]/process/[TemplateID]/create?default_run_name=Your+Process+Name&ko_fields=[{"fieldName1":"Value1"},{"fieldName2":"Value2"}]&launchprocess=true
- Replace
[YourOrgID]
and[TemplateID]
with your actual IDs. default_run_name
sets the process name.ko_fields
contains the kick-off field names and values to pre-fill.- Important: Values must be URL encoded ↗ (e.g., spaces become
+
or%20
). - Important: The
ko_fields
value needs JSON formatting[{"field-name":"field-value"}]
, which must also be URL-encoded.
If your template uses kick-off fields for auto-naming, you can use auto
instead of the Template ID for dynamic naming:
https://go.tallyfy.com/[YourOrgID]/process/auto?ko_fields=[{"fieldName1":"Value1"}]&launchprocess=true
When defining values for the ko_fields
parameter, use this format (before you URL-encode it):
Field Type | Example JSON Value String |
---|---|
Short/Long Text | "Your Text Value" |
Dropdown | {"id":ID,"text":"Selected Label","value":null,"required":true} (Get ID/Label from template editor) |
Checkbox | [{"id":ID,"text":"Checked Label","value":null,"required":false,"selected":true}] (List of checked labels/IDs) |
Radio Button | "Selected Radio Value" |
Date/Time | "YYYY-MM-DDTHH:MM:SS.mmmZ" (UTC format) |
(Replace placeholders like [YourOrgID]
, [TaskID]
, values, etc. with your actual values)
- Create Task:
...?action=createOotTask&default_task_name=Review+Doc
- Complete Task:
...?action=completeTask&task_id=[TaskID]
- Re-open Task:
...?action=reOpenTask&task_id=[TaskID]
- Add Comment:
...?action=writeAComment&task_id=[TaskID]&comment=Please+review
- Edit Deadline:
...?action=editDeadline&task_id=[TaskID]&deadline=2024-12-31+17:00:00
- Update Form Field:
...?action=updateFormFieldValue&task_id=[TaskID]&form_fields={"fieldId123":"New+Value"}
- Buttons or links in emails (e.g., “Click here to approve task”) for direct action from communications.
- Links on your company intranet for easy access to common workflows.
- Buttons or links generated by other tools (like your CRM) for seamless integration.
- QR codes for mobile-friendly workflow initiation and quick access.
These placement options enable workflow automation across diverse touchpoints and user interfaces.
Launching > Launch a process from a web form
Triggers > Launch via a kick-off form
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