How do I set up rules in a process?
You can set step powerful rules that will trigger and automate tasks and decisions when a process is started.
Rules is a feature available on paid plans (BASIC and PRO).
There are 2 main types of rules:
A. Trigger on task completion:
B. Trigger on form field response:
Here is an example of where you can use rules:
Often, business processes take a different path dependent on a decision on a step.
This is an example of a process documented in a simple flowchart that should take a different path if the answer is 'YES' or 'NO':
You can use the simple step RULES in a Tallyfy template to apply this and any conditional logic in a process:
Link to youtube video: https://youtu.be/nouC7kDdcdg
Not seeing what you are looking for?
Please contact the Tallyfy Support team if you have any questions, to share any feedback or request a feature. We would love to hear from you!