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Create an automation

Automating processes with rules

Tallyfy automation rules let you build “if-this-then-that” logic so your workflows adapt automatically - no manual adjustments needed.

How automation rules work

Every rule has two parts:

  • IF a specific event happens (the Condition) - like a task completion, a form field value, or an approval decision…
  • THEN Tallyfy runs a defined action (the Action) - like revealing hidden steps, reassigning tasks, or changing deadlines

Example scenario: In an Employee Onboarding process, you want to show different steps based on whether the new hire is a “Field worker” or an “Office worker”.

Setting up form field automation for onboarding

  1. Create the template: Build your “Employee Onboarding” template. Step 1 collects basic info. Step 2 is “Field Training” and Step 3 is “Office Orientation”.
  2. Add the form field: In Step 1, add a form field for the employee’s role. Use the Radio Button type with two options: “Field worker” and “Office worker”. Radio button form field with multiple options
  3. Hide steps initially: In the template editor, set both Step 2 (“Field Training”) and Step 3 (“Office Orientation”) to hidden by default.
  4. Create automation rule 1 (for Field Worker):
    • Go to the Automations section in the template editor.
    • Create a new rule.
    • IF condition: The “Role” form field (from Step 1) Is “Field worker”.
    • THEN action: Visibility > SHOW Step 2 (“Field Training”).
    • Name it descriptively, e.g., “Show Field Training if Role is Field Worker”. Automation rule editor with conditional logic and task assignment
  5. Create automation rule 2 (for Office Worker):
    • Create another new rule.
    • IF condition: The “Role” form field (from Step 1) Is “Office worker”.
    • THEN action: Visibility > SHOW Step 3 (“Office Orientation”).
    • Name it descriptively, e.g., “Show Office Orientation if Role is Office Worker”.
  6. Launch the process: When you launch this process, you’ll only see Step 1 at first. After the user picks a role and completes Step 1, the matching rule fires and reveals the right follow-up step.

Here’s what happens at runtime:

  • Only Step 1 appears at first.
  • Once the employee picks their role in Step 1, the relevant step (2 or 3) becomes visible and assigned. Assignees get automatic notifications.
  • Assignees click the task link in their email to complete their step.

Templates > Automations

Tallyfy automations are simple IF-THEN rules added to templates that automatically adapt running…
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