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Forms

Integrate them into processes, or not!

  • TOOLS > How do I use keyboard shortcuts in Tallyfy?
  • USERS > How can you require all assignees to complete a task (everyone must complete)?
  • TOOLS > How do you insert variables and why would you use them?
  • DOCUMENT > How do I create and insert form fields into a document automation?
  • FORM > What is a kick-off form?
  • 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?
  • CSV > How can I export a CSV of a process?
  • FILE > Where are files stored on Tallyfy?
  • FORM > What types of form fields can I create?
  • TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
  • DOCUMENT > How do I launch document automations (templates)?
  • FORM > What is a Form?
  • BLUEPRINT > What are the different types of blueprints available in Tallyfy?
  • TASK > How can I make form values, images, photos, and files appear in other tasks?
  • TOOLS > What can I add in comments?
  • 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 > What is guidance text in a form?
  • FORM > How can I create a standalone form?
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