Define who to send a Workflow step to

Defining who will receive a workflow state after a transition is done under the Send To properties for a transition. The Send To properties can be found by clicking on the transition (The arrow pointing to another state).

There are various ways of defining who will receive workflow tasks, they are described in the tables below.

Send To	Description / Examples
Creator	Selects the user who initiated the form to send the next Workflow step to.
Previous	Selects the user who completed the previous step to send the next Workflow step to.
Current User	Select the current user to send the next Workflow step to.
User	Limit the selection to only choosing users in the Infiniti system.
Group	Limit the selection to only choosing groups in the Infiniti system. This will send the workflow to all active users within the group selected, however, the first user that accesses it will be the only one that can continue the workflow process.

Send To Type	Description / Examples
Specified	Selects a specific user or group to send the next Workflow step to. Send To Type will automatically be selected if Creator, Previous or Current User is selected.
Search	Allows the user to select from any user or group to send the next Workflow step to.
Question Reference	Uses a question on the form to determine which user or group to send the next Workflow step to.

Updated 3 days ago