How do I create a ‘Yes-No’ approval process?

This is a typical approval process: If a step (B) is ‘No’, then you need to repeat a step (A). If a step (B) is ‘Yes, then you can move to the next step (C): If B is ‘No’ then you need to repeat A. This could happen several times. This is how you can […]

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Can a step in a process kick-off another process?

Yes! This is possible using webhooks in a step and Zapier. You can have a step in a process emit a webhook to Zapier, which then automatically starts another run in another process. More on webhooks and Zapier can be found here. Please book some time with an expert if you need help setting this up.

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How can I create a multipath process?

Most processes have steps that follow dependent on the outcome of a previous step. For example if the answer to this step is ‘No’ then show or hide this particular step. Here is an example of a Product deployment process in a flowchart that has multiple paths:   Tallyfy has made this process executable and trackable […]

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How to set up a vacation request approval process?

Approval workflows usually have steps that need to be approved by specific group of people (e.g. managers or supervisors) Let’s walk through an example of a very basic vacation request process: Step 1: An employee submits a vacation request Step 2: Their respective manager needs to approve or reject this request. (Respective managers/supervisors could be Mary, David […]

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What is ‘Hide steps by default’?

If you want  steps to be hidden by default, and only show when a condition is met, select ‘Hide by default’ under step builder Basics: This will make sure users going through the steps in the process only see the steps relevant, rather than all the steps. Hidden steps appear with a green eye with a […]

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How do I make an approval workflow?

You can easily set up common approval workflows such as Document approval, Vacation requests and Expense claims. Your vacation request process may look something like this if you mapped it in a flowchart: The employee submits a request with the details of dates etc. and the appropriate supervisor or manager of the employee needs to approve it in x days […]

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How do I add sections in a process?

Tags in a step are used to group steps together, so that they show or hide together. Tags can be added via the Step Builder > Basics tab: Add the same tag to steps that you would like to group together or consider to be part of the same section: If you want these steps […]

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How do I convert a flow chart into a Tallyfy process?

Tallyfy can handle decision branching and complex workflows with it’s Conditionals feature. E.g. If you have a complex workflow that looks like this: Tallyfy would transform this into an easy to follow checklist like this: Tallyfy partners (process experts) can help you build and map your workflows – please do contact us if you need […]

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How do I set up conditional branching?

Background The Conditionals feature in the process builder allows you to SHOW or HIDE steps with simple “IF this THEN that” statements. It can be used to recreate any decision logic in a flowchart. Use the Conditional’s feature AFTER you build out ALL your steps and captures within the steps that will be used to dictate the logic. Tags in steps […]

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