Auto-name a process in Tallyfy

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

Edit Processes > Rename a process

A running process can be renamed by clicking its current name at the top of the process view and typing a new name followed by pressing Enter.

Edit Processes > Edit tasks and process properties

Running processes can be modified through the settings panel to adjust properties like name ownership deadline tags folder location and notes while maintaining visibility of template details and kick-off form responses.

Launching > Edit before launch

Users can modify process names assign tasks adjust deadlines and update guest details when launching a workflow instance without altering the original template settings.

Launching > Launch manually

Manual process launching in Tallyfy involves selecting a template from the Home screen or navigation bar naming the instance customizing settings and tracking progress through the Tracker view while allowing post-launch modifications and ad-hoc task additions.