Hand off option

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5 comments

  • Official comment

    Good News, Lamia!

    We have just released a new mobile feature called Assignments, which allows users to start a submission, then assign it directly to another user to complete. Users can also make a submission-in-progress available for other users on their account to review or add information.

    Related specifically to your feedback, users can reassign a submission at nearly any screen within an App (the key exception being while completing a line item for a Loop screen).

    Take a look at the release notes for this feature (and several others!) here, and be sure to check out the Help Center topic for more details on Assignments!

     

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  • Avatar
    Victoria Ewing

    Hi Lamia;

     

    Not sure if this would help, but I have a similar process. What I did is simply added more users under the hand off. So for example; in the workflow - when you set it up I added several names not just one. It will let you add more users and then the person who chooses whom to hand off to can select the right person from the serval choices of names not just one person. 

    Hope that makes sense? 

    see example:

     

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  • Avatar
    Lamia Maaliou

    Hi Victoria,

     

    My issue is not about to whom I need to hand it off, my issue is about when do I need to hand it off. The workflow as it works now need to be preset at a specific section to hand it off. In our case the reality is different, we never know when the user is going to hand off the form and it can be at any point in the form so I can`t preset it. That`s why i was thinking if a feature can be added to let know the user if he is ready to hand off. It is more letting the user choose that moment than choosing it for him.

    I hope it is more clear. 

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  • Avatar
    Victoria Ewing

    Ahh...I see now, my apologies. 

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  • You could, as an admittedly pretty annoying work-around, put in a handoff after each screen and allow people to handoff to themselves if they want to keep going OR have a field on each screen that would trigger a conditional screen, and that conditional screen would trigger the workflow (https://help.gocanvas.com/hc/en-us/community/posts/360007815353-Can-I-have-something-go-to-a-workflow-based-on-a-condition-). Either of those would probably be okay in a pinch, if you don't have a ton of screens. 

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