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. |
Assign the workflow to new user
If the username of the assignee is referenced in a question, Infiniti validates its existence before submission. The workflow will not be submitted if the assignee is not found, instead the message "User not found" will be displayed. This is important to avoid losing the workflow step.
To assign the workflow to new user on submitting the workflow step:
1- Add the action Infiniti User which will create new user, and then assign the workflow step to it.
2- Make sure The Run After property of the action is 1. Submit. This property will create the user on submitting the step and before assigning it.
Assigning to non-existing user
Updated over 5 years ago