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Exclusive choice - pick one path

Section titled “Exclusive choice - pick one path”

Exclusive choice automation sends your process down exactly one path from multiple options based on a condition.

BPMN exclusive choice gateway branching task A to B or C

You set up several automations, each with its own condition. When a process launches or someone completes a task, Tallyfy checks the conditions and runs every automation whose condition is true.

Example - different onboarding steps by role

Section titled “Example - different onboarding steps by role”

Say you’re onboarding new employees in one process. Field workers need safety training and equipment setup. Office workers need IT access and desk assignments.

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

Radio Buttons field named Role with the options Field worker and Office worker

The four role steps (Safety training, Equipment setup, IT access and Desk assignment) start hidden, because the automations below show them. Tallyfy hides any step a Show action targets when the process launches, so each new employee sees only the steps for their role.

Then create two automations using visibility actions1:

  • Automation 1:

    Show the field worker steps

    If

    • Role is Field worker

    Then

    • Show step
      Apply to
      Safety training
    • Show step
      Apply to
      Equipment setup

    Tallyfy automation that shows step 5 when Role is Field worker, with Visibility Action selected.

  • Automation 2:

    Show the office worker steps

    If

    • Role is Office worker

    Then

    • Show step
      Apply to
      IT access
    • Show step
      Apply to
      Desk assignment

    Workflow automation conditional visibility action

The Role field can only hold one value, so only one automation fires when the role step is completed. A field worker gets Safety training and Equipment setup, and the office steps stay hidden. An office worker gets IT access and Desk assignment instead.

Use conditions that can’t be true at the same time, like the options of one radio button field. If two conditions can both be true, both automations run and both sets of steps appear.

Section titled “Related articles”

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Footnotes

Section titled “Footnotes”

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

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