Reviewers exist to help you review the content of a user’s submission and give their opinion about whether they think a form submission should be approved or denied. Reviewers can only be added to forms with the approval process enabled. Reviewer feedback does not impact the final approval or denial given by the form administrator, but is there to help inform or influence the form administrator’s decision on a submission. Reviewers function slightly differently for organization-based forms than for community administrative forms. The details of these differences are outlined in the walkthrough below.
Navigating to Managing Reviewers
If the form is an organization form, navigate to the Manage view and select your organization. Open the organization tool menu and select Forms. Click the "Properties" button for the form of interest.
To set up form reviewers for a community form, go to your administrative form by switching to the Admin view, selecting the Configure dropdown and then Forms. Click on the "Properties" button for the form you would like to configure.
Select the Reviewers tab. You will be provided a list of your current form reviewers.
Adding and Modifying Reviewers
Click the "Add Reviewer" person-shaped icon. With organization forms, you can select any member of the organization to be a reviewer on the form, without giving them the ability to approve or deny the submission. For a community form, any Engage user can be added as a reviewer without giving them the ability to approve or deny the submission.
Add reviewers to the form by clicking their name. These reviewers will receive notifications about new submissions and will have access to view and comment on form submissions.
If your form has an approval process enabled in its properties, you can optionally choose to allow this reviewer to have "voting" access to the form. While any reviewer can read and comment on submissions, a voting reviewer can additionally provide feedback using a thumbs up/thumbs down visual to the submission.
If your form has Reviewer Workflow enabled, you can also select the workflow level for the reviewer when adding them to the form.
Similarly, you can click on any existing reviewer's name to change their voting access or workflow step.
For organization forms, only users with full Forms access in the organization (or community administrators) will be able to make final decisions about submissions. For community forms, only community administrators with full access to Forms will be able to make final decisions about submissions.