Exclusive choice

Automation Example: Exclusive Choice (Pick One Path)

Sometimes in a process, you need to choose only one path out of several options based on certain information. This is called an “exclusive choice”.

In Tallyfy, you handle this by setting up multiple automation rules, each with a different condition (IF). Only the rule whose condition is met will run its action (THEN), making the process follow just one path.

Example: Different Onboarding Steps Based on Role

Imagine a new employee onboarding process. You need different steps depending on whether the new hire is a “Field Employee” or an “Office Employee”.

First, you’d create a step early in the process to ask for the employee’s role. A good way is using a Radio Button form field, because the user 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]

  

Because the Role field can only be one of these options, only one of these automation rules will run. This ensures the process shows the correct set of steps for either a Field or Office employee, but never both.

Summary

Using separate automation rules with conditions that can’t both be true at the same time (like using a radio button field) lets you create processes that automatically follow one specific path out of several options.

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