Tallyfy’s conditional logic lets workflows make automatic decisions using simple “IF X happens” rules based on form field answers and step statuses so processes adapt in real time without manual intervention or complex flowcharts.
Conditionals (IF) explained
Conditionals in Tallyfy automations are “if this, then that” rules. They watch for specific events - a task getting completed, a form answer matching a value - and trigger actions automatically.
The Condition is your “IF” part. What you can check depends on whether you’re looking at a step’s status or a form field’s value.
These check a step’s status within your workflow. Every step type also supports reopened and not assigned conditions.
- Regular step (and email step): Is it completed? (IF Step 1 Is completed THEN…)
- Approve/reject step: Is it approved or rejected? (IF Approval Step Is rejected THEN send it back)
- Expiry step: Is it acknowledged or expired?
You can check what people enter in form fields - both on steps and in kick-off forms - and act on their answers.
Each field type supports different operators:
- Short text, long text, or file upload: Contains, Does not contain, Is empty, Is not empty. Short text fields with numeric validation also get Greater than and Less than.
- Dropdown: Is, Is not, Contains, Does not contain, Any of, Greater than, Less than
- Radio buttons or checkboxes (multi-select): Is, Is not, Contains, Does not contain, Any of
- Table: Contains (can target a specific column)
- Date: Contains, Does not contain, Is empty, Is not empty
- Assignee form field: Is empty, Is not empty
Someone selects “High Priority”? Route it to management. Budget over $10,000? Trigger an approval step automatically.
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.
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.
Power Automate > Using conditional logic in Power Automate
Power Automate’s conditional logic lets flows make decisions based on Tallyfy data - using IF-THEN structures, Switch controls, and nested conditions to route actions differently based on task statuses, form field values, and process conditions.
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