Skip to content
Tallyfy

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.

BPMN exclusive choice gateway branching task A to B or C

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

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).

User role selection in team settings feature

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]

    IF-THEN automation rule with visibility action selected (55 chars)

  • Rule 2:

    IF (Role field) is "Office worker"
    THEN SHOW steps [List of steps specific to Office workers]

    Workflow automation conditional visibility action

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.

Section titled “Related articles”

Automations > Examples

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

Footnotes

Section titled “Footnotes”

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

Get in touch
About Tallyfy