Auto-name a process in Tallyfy

Why auto-name processes?

Manually naming each process can lead to inconsistencies. Different people might use different naming styles, making it hard to find and track specific processes later. For example, one person might name a client onboarding process “Coca Cola onboarding”, while another names a similar one “Pepsi project”.

Auto-naming solves this by creating a consistent naming pattern for every process launched from a specific template. This ensures all processes follow the same structure, making them easily identifiable and comparable. Using the example above, auto-naming could ensure both processes are named consistently, like “Onboarding - Coca Cola - Memphis” and “Onboarding - Pepsi - New York”. This precise naming helps you quickly understand what each process is about and keeps your process tracking organized.

Here’s a comparison showing how auto-naming improves clarity of process names:

Bad Naming (Inconsistent/Manual)	Good Naming (Consistent/Auto-Named)
Onboarding Client	Onboarding - Coca Cola - Memphis
Acme Corp	Onboarding - Pepsi - New York
New Hire	New Hire - Jane Smith - Marketing
John Doe Start	New Hire - Bob Johnson - Engineering
Ticket #123	Support - TKT-456 - Beta Inc - Login
Urgent Fix	Support - TKT-457 - Gamma LLC - Billing

Setting up automatic process naming

To ensure consistent and informative names for the processes launched from a specific template, you can set up an automatic naming pattern.

1. Open the template in Edit mode.
2. Click the Settings (or Config) button in the top toolbar.
3. Go to the Summary tab.
4. Find the Auto-name Process? option and switch it to Yes.
5. A box will appear where you can define the naming pattern.
6. You can type standard text (like “Onboarding for:”) and insert variables using the button. These variables will pull data from your required kick-off form fields.
7. Save your settings.

Now, when someone launches a process from this template, Tallyfy will automatically generate the process name based on your pattern and the data entered into the required kick-off fields.

Only Required Kick-off Fields Work

Currently, you can only use variables from required kick-off form fields in the auto-name pattern. This ensures the fields always have a value to use in the name.

Name Length Limit

The automatically generated process name cannot be longer than 550 characters. Keep this in mind when designing your naming pattern.

Related articles

Tracking And Tasks > More about processes

A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.

Launching > Launch another process when a task is completed

Tallyfy enables automatic process initiation when specific tasks are completed by linking templates triggering new workflows or injecting tasks into existing processes based on predefined conditions and settings.

Edit Processes > Rename a process

Clicking directly on the process name in the process view allows users to edit and save a new name for any running process by typing and pressing Enter.

Introduction

Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.