TallyfyInstall

Overview

This node enables searching across multiple resource types within the Tallyfy workflow automation platform. Specifically, the "Global Search" operation allows users to perform a broad search query that spans various resource categories such as blueprints (process templates), processes (instances/runs), tasks, steps, form fields, and snippets.

Common scenarios where this node is beneficial include:

• Quickly locating relevant workflows, tasks, or data points by keyword without manually browsing each resource type.
• Aggregating search results from different resource types for reporting or monitoring purposes.
• Automating follow-up actions based on search results, e.g., triggering notifications or updates when certain keywords appear in tasks or processes.

Practical example:

• A user wants to find all tasks, processes, and blueprints related to "invoice approval". They provide the search query "invoice approval" and select these resource types to search in. The node returns matching items from all selected categories, enabling the user to take further automated actions.

Properties

Output

The output is an array of JSON objects representing the search results. Each item corresponds to a matched resource and contains its data as returned by the Tallyfy API. The exact structure varies depending on the resource type but generally includes identifiers, titles/names, and other relevant metadata.

No binary data output is produced by this node.

Example output snippet (conceptual):

[
  {
    "json": {
      "id": "123",
      "type": "blueprint",
      "title": "Invoice Approval Process",
      ...
    }
  },
  {
    "json": {
      "id": "456",
      "type": "task",
      "title": "Review Invoice #789",
      ...
    }
  }
]

Dependencies

• Requires an API key credential for authenticating with the Tallyfy platform.
• The node uses the Tallyfy REST API endpoint, defaulting to https://go.tallyfy.com/api unless overridden in credentials.
• Requires the organization ID to scope the search within a specific Tallyfy organization.

Troubleshooting

• Empty results: Ensure the search query is correctly specified and that the selected resource types actually contain matching data.
• Authentication errors: Verify that the API key credential is valid and has sufficient permissions.
• API rate limits or timeouts: Large or complex queries might hit API limits; consider narrowing the search or handling pagination if applicable.
• Incorrect resource selection: If no results appear, confirm that the "Search In" property includes the intended resource types.

Links and References

• Tallyfy API Documentation (for details on search endpoints and resource schemas)
• Tallyfy Platform