Exclusive choice

Exclusive choice - pick one path

Exclusive choice automation sends your process down exactly one path from multiple options based on a condition. It’s the “pick A or B, never both” pattern.

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 and runs only that rule. One path. That’s it.

Example - different onboarding steps by role

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

Add a step asking for the employee’s role using a Radio Button form field (radio buttons only allow one selection).

Then create two automation rules 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]

  

The Role field can only hold one value - so only one rule fires. Field workers see safety protocols and equipment checklists. Office workers see IT setup and workspace prep. Never both.

The key: use conditions that can’t be true at the same time (like radio button options). Tallyfy picks the right path automatically.

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Footnotes

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

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