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Conditionals

What’s conditional logic?

Conditional logic is the “IF” part of Tallyfy automation rules - it lets your processes make decisions automatically. Think of it as teaching your workflow to handle different situations without you.

Why use conditionals?

  • Automate decisions - your workflow handles routine choices on its own
  • Stay consistent - the same rules fire every single time, no exceptions
  • Cut manual work - stop making predictable decisions yourself
  • Adapt on the fly - processes respond to what’s actually happening

Available condition types

You can base conditions on:

  • Form field answers - including kickoff form fields and step form fields (e.g. “if budget exceeds $10,000”)
  • Step status - completed, reopened, approved, rejected, acknowledged, or expired
  • Assignment status - whether a step has no one assigned (not_assigned)

Templates > Automations

Tallyfy automations are IF-THEN rules added to templates that automatically adapt running processes based on form field entries and task events by showing or hiding steps and assigning tasks and setting deadlines without any manual routing.

Features > If-this-then-that

Tallyfy lets non-technical teams automate workflow decisions using plain-language if-this-then-that rules that can change assignments and deadlines or show and hide steps based on form inputs and task states — replacing confusing flowcharts with simple conditional logic anyone can manage.

Automations > Logic operations explained

Tallyfy automations use simple IF-THEN rules instead of complex flowcharts to watch user inputs and automatically adjust workflows by showing or hiding steps and reassigning tasks and changing deadlines based on conditions that can be combined with AND/OR logic and evaluated left to right in the order you add them.
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