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