Exclusive choice

Automation Example: Exclusive Choice (Pick One Path)

Want your process to take different paths based on specific conditions? You need exclusive choice automation - where only one path gets selected from multiple options. Simple.

Here’s how it works in Tallyfy. You set up multiple automation rules, each with its own condition. When someone fills out a form or completes a task, Tallyfy checks which condition matches - then runs only that specific rule. Your process follows exactly one path, not two or three.

Example: Different Onboarding Steps Based on Role

Let’s say you’re onboarding new employees. Field workers need safety training and equipment setup. Office workers need IT access and desk assignments. Same onboarding process, completely different steps.

Start with a step that asks for the employee’s role. You’ll want a Radio Button form field here (since they can only pick one option).

Now comes the interesting part. Create two separate automation rules - typically using Visibility Actions¹:

• 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]

  

Think about what happens next. The Role field can only have one value, right? That means only one automation rule fires. Field workers see their safety protocols and equipment checklists. Office workers see IT setup and workspace preparation. Never both.

Summary

Create separate automation rules with conditions that can’t be true at the same time (like radio button selections). Your process automatically chooses the right path - no manual intervention needed.

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Footnotes

1. Actions that show/hide steps based on conditions, part of Tallyfy’s automation engine ↩