How do I launch a process by just clicking a link - automatically?

Zero click process launches can be achieved by passing through everything the process needs to launch within the URL. If the link has all the bits it needs - the process will just launch, because all the info needed is pre-supplied in the link.

This article will walk you through how to pre-make the URL to achieve this.

This literally means - that you can load the URL with values and simply opening the URL (while logged in to Tallyfy) launches the process. Note that you have to be logged in to Tallyfy.

We call this zero click process launch.

You can find this URL either

1. In 'Advanced Settings' of your blueprint editor (coming soon)

OR

2. In your Launch Process, 'Review & Edit' tab

The link copied for the above blueprint is as follows:

https://go.tallyfy.com/f73fac4a210ec4b184a740cff16715e9/process/9496ecfaff922451018730da015d0e5b/create?default_run_name=Marvel%20Avengers%20-%20Client%20Onboarding&ko_fields=%5B%7B%22primary-contact-name-689256%22:%22Agent%20Fury%22%7D,%7B%22organization-name-689234%22:%22%22%7D,%7B%22primary-contact-email-address-689266%22:%22%22%7D%5D&launchproc...

Understanding your zero click launch URL:

1 - Organization ID

2 - Blueprint ID

3 - Name of the process

4 - Required kick-off form field (when link was copied this form field had a value filled in)

5 - The other required kick-off form fields that were left empty

When you access this copied zero-click launch URL, this is what appears:

Video Guide

Template:

https://go.tallyfy.com/{ your organization id goes here }/process/{ The Blueprint ID Goes Here }/create?default_run_name={ run name goes here, replace spaces with %20 }&launchprocess=true

If you have KO fields, then it would look like this:

https://go.tallyfy.com/{ your organization id goes here }/process/{ The Blueprint ID Goes Here }/create?default_run_name={ run name goes here, replace spaces with %20 }&ko_fields=%5B%7B"{ KO field 1 Alias }":"{ KO field 1 Value }"%7D,%7B"{ KO field 2 Alias }":"{ KO field 2 Value }"%7D%5D&launchprocess=true

Example:

Let's start with this example and break it down. Imagine you had this URL (a zero-click launch URL) - what does it mean? 

https://go.tallyfy.com/6e77a3dca7641ce7d7487a092ebc6bed/process/a76a8beab8551c3f65abae65e2faaab1/create?default_run_name=Jun%2016,%2006:32am%20-%20KO%20Fields%20in%20URL%20by%20MS&ko_fields=%5B%7B"first-name-124520":"John"%7D,%7B"last-name-124521":"Doe"%7D,%7B"email-124522":"email@somewhere.com"%7D,%7B"my-bio-124523":"Text"%7D%5D&launchprocess=true
  • 6e77a3dca7641ce7d7487a092ebc6bed is your Tallyfy organization ID.
  • a76a8beab8551c3f65abae65e2faaab1 is the ID of the blueprint you want to use - to launch this process.
  • default_run_name=Jun%2016,%2006:32am%20-%20KO%20Fields%20in%20URL%20by%20MS is the URL encoded name of the process you want to launch. Change the part after the equals sign i.e. after default_run_name=  to whatever you like.
  • ko_fields=%5B%7B"first-name-124520":"John"%7D,%7B"last-name-124521":"Doe"%7D,%7B"email-124522":"email@somewhere.com"%7D,%7B"my-bio-124523":"Text"%7D%5D is an array of all the KO form fields that you want/need to fill out. In this example, we have pulled in the alias of each KO form field - first name, last name, email and my bio. You can find the alias of any KO (kick off) form field within the blueprint editor - which is where KO form fields are created (see this link for more info on alias fields https://support.tallyfy.com/article/353-what-is-the-field-alias). If you want to generate this portion more easily - please see the section below - "How to generate an array of KO fields if you have multiple KO fields"
  • launchprocess=true  tells Tallyfy "try to actually launch this process as well, immediately". If you leave it out or set it to something else, we will not automatically launch the process.

By forming this URL, you insert variables anywhere you like - in the process name, as well as pre-insert KO form fields so that you ship data from outside systems into Tallyfy. 

It's pretty powerful - and all you need to do, once the URL is formed - is to click the link. All the values will populate, and if launchprocess=true is set as well, then Tallyfy will attempt to actually launch the process as well.

So - like magic - you can launch a process - while also sending through the process name, KO form field variables, etc. dynamically! Let us know if you need help with this feature.

How to embed URL's into your step description - so that people can launch a process just by clicking on it

Create the URL as shown above, and then copy/paste it as a clickable hyperlink within the text editor, shown below.

First - make sure you use the "Insert link" icon to insert a link:

The URL shows up with variables embedded when you launch a process:

How to generate an array of KO fields if you have multiple KO fields

In the example above - you will see a key ko_fields - where you are expected to include an array of the values of one or more KO fields. How do you easily generate that array manually - if you had to?

You could use your browser (Chrome) to generate this for you. Here's an example showing how.

  1. Right-click in your browser (Chrome) and click on Inspect Element
  2. Click on Console and paste the code below and press enter. You need to (of course) tailor this code to suit your own values and fields:   
var ko_fields = [{"first-name-124520":"John"}, {"last-name-124521":"Doe"}, {"email-124522":"email@somewhere.com"}, {"my-bio-124523":"Text"}];

Now that's done - enter this command and press enter, to get the output - and that's the output string for ko_fields - ready to use. The output is also shown below.

encodeURIComponent(JSON.stringify(ko_fields));
%5B%7B%22first-name-124520%22%3A%22John%22%7D%2C%7B%22last-name-124521%22%3A%22Doe%22%7D%2C%7B%22email-124522%22%3A%22email%40somewhere.com%22%7D%2C%7B%22my-bio-124523%22%3A%22Text%22%7D%5D
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