Forwarding & Requesting Information

Forwarding & Requesting Information

Sometimes you need input from other team members or want to delegate a task. Lumen provides two tools for this: Forward and Request Additional Information.

Forwarding a Request

Use the Forward action to create a new step and assign it to another team member.

[Screenshot: forward-dialog]

When forwarding, you can:

• Name the new step — Give the forwarded task a clear description
• Select assignees — Choose one or more team members
• Add form fields — Define what information you need back (text inputs, dropdowns, toggles)
• Mark fields as required — Ensure assignees provide the necessary information

Requesting Additional Information

If you need clarification from the current assignee, use the Request Additional Information action.

[Screenshot: request-info-dialog]

This allows you to:

• Specify what additional details are needed
• Optionally add form elements for structured responses
• Keep the workflow moving while gathering the information you need

What's Next?

Continue to Approving & Rejecting to learn about approval workflows.