How do I set up rules in a process?

Applies to: PRO and Enterprise plans

Tallyfy rules help you to automate decisions and tasks. 

There are 2 main types of rules:

  1. Trigger on task completion -  if you want to hide or show a task after another task is completed.
  2. Trigger on form field response - if you want to hide or show a task when a certain form has a specific value.

Rule Precedence

Rules are grouped linearly in the order that they are listed on the step. This means that the following expression:

     a 'OR' b 'AND' c 'OR' d 'AND' e

Is equivalent to:

     ((((a 'OR' b) 'AND' c) 'OR' d) 'AND' e)

So - to put this simply, here is how we would evaluate the result of multiple rules on a step, in this order (top to bottom) - as another example:

  • false
  • true
  • true
  • false
as a whole becomes false .

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