Forms
Integrate them into processes, or not!
- FILE > Where are files stored on Tallyfy?
- DOCUMENT > How do I create and insert form fields into a document automation?
- DOCUMENT > How do I launch document automations (templates)?
- TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
- TRIGGER > EXTERNAL-FORM-TO-LAUNCH > How can I launch a process and populate fields in a Tallyfy process from a webform hosted by a non-Tallyfy form vendor?
- BLUEPRINT > What are the different types of blueprints available in Tallyfy?
- TOOLS > How do you insert variables and why would you use them?
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- TOOLS > What can I add in comments?
- FORM > What is a kick-off form?
- USERS > How can you require all assignees to complete a task (everyone must complete)?
- FORM > What types of form fields can I create?
- PROCESS > What are 'Process Details' in every task?
- FORM > How do rules work on a form field?
- USERS > How can I allow only the assigned user to complete a task?
- TOOLS > How do I use keyboard shortcuts in Tallyfy?
- TOOLS > What is guidance text in a form?
- FORM > How can I create a standalone form?
- FORM > How can I create a checklist form field where all options are required to be selected?
- TOOLS > What is the field alias?