Exclusive choice

Full-seat members

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. It’s the “pick A or B, never both” pattern.

You set up several automations, each with its own condition. When someone fills out a form or completes a task, Tallyfy checks which condition matches and runs only that one. One path. That’s it.

Example - different onboarding steps by role

Section titled “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 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

  

• 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

  

The Role field can only hold one value, so only one automation 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.

Related articles

Section titled “Related articles”

Tutorials > Create an automation

Tallyfy automations pair an If with a Then to adapt workflows at runtime. You can hide and…

Automations > Conditional visibility

Tallyfy lets you show or hide entire workflow tasks based on form field values using automations…

Automations > Examples

Tallyfy offers tested automation patterns for task assignment, workflow control, and deadlines…

Automations > Logic operations explained

Tallyfy automations pair an If with a Then instead of using flowcharts. They watch user inputs…

Footnotes

Section titled “Footnotes”

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

Was this helpful?

YesNo