Workflow hand-off that isn't required

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Is there any way to have a user select whether or not to pass a submission off to be reviewed? Or (theoretically) we can use the user's name to determine whether or not something needs to be reviewed before submission. In any case, my real question is if it's possible to set conditions for a hand-off? 

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  • Hi Estel,

    You can totally do conditional workflows. The key is to base your handoff on a screen that's conditional. This post goes into how to set that up: https://help.gocanvas.com/hc/en-us/community/posts/360007815353-Can-I-have-something-go-to-a-workflow-based-on-a-condition-.

    It would be a little trickier with a username, assuming you want multiple people to be able to trigger the workflow. In that instance, I might (this is just me spit-balling, I haven't tried this out) do a variation of reference data set up to do a scoring system (https://help.gocanvas.com/hc/en-us/articles/115002127588-How-to-create-a-scoring-or-point-system), where each user who needs to trigger the workflow gets a point, and each user who doesn't need to trigger it is set to zero. So then you'd set the screen condition to be if the score field is >0, it shows. I can try this out in a little while, but I think that should do the trick. 

    This is another one where I'm sure some people are doing this exact thing, so I'd love to hear it if that's the case!

    (Edited )
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