Automation Example: Exclusive Choice (Pick One Path)
Sometimes you need to choose only one path out of several options in a process. This is called an “exclusive choice”.
In Tallyfy, you create multiple automation rules with different conditions. Only the rule whose condition gets met will run its action, so your process follows just one path.
Example: Different Onboarding Steps Based on Role
Consider a new employee onboarding process where you need different steps for “Field Employee” or “Office Employee” roles.
First, create a step asking for the employee’s role. Use a Radio Buttonform field since users can only pick one option.
Next, you would create two separate automation rules (likely using Visibility Actions):
Rule 1:
IF (Role field) is "Field worker"
THEN SHOW steps [List of steps specific to Field workers]
Rule 2:
IF (Role field) is "Office worker"
THEN SHOW steps [List of steps specific to Office workers]
Since the Role field can only be one option, only one automation rule runs. Tallyfy shows the correct steps for either Field or Office employees, never both.
Summary
Separate automation rules with mutually exclusive conditions (like radio button fields) create processes that automatically follow one specific path.
Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead.
Tallyfy automations enable intelligent workflow adaptation through conditional IF-THEN rules that automatically modify processes based on user input form responses task completions and other triggers to create dynamic workflows that route tasks assign responsibilities and show or hide steps without manual intervention.
Conditional logic in Tallyfy enables automated decision-making within processes through simple IF-THEN rules that respond to form answers step completions user roles time triggers and other conditions to create adaptive workflows while reducing manual work and ensuring consistency.
Complete catalog of automation examples showing practical patterns for assignment rules visibility controls deadline management approval workflows and other common business scenarios.
