Note: Currently, reviewers can only be added to forms created at the community admin level. All branch and organization forms can be reviewed by any user with full Forms access.

Reviewers exist to help you review the content of a user’s submission and give their opinion about whether they think the form should be approved or denied. Their decision does not impact the final approval or denial given by the form administrator. Rather, it should be thought of as feedback that can influence the form administrator’s decision on a submission. Note that forms created within organizations do not have the option to add reviewers.

To set up form reviewers, go to your administrative form by navigating to the Admin view of the Switchboard, selecting the Manage dropdown, and then Forms.

adminforms.png

 

Click on the form you want edit and click Form Properties in the top right hand corner of the form builder. 

form_reviewers.png

 

Next, select the Reviewers tab. Use the right side of the page to search for a user, and then click the green plus icon to add them as a reviewer. On the left, you will see the list of reviewers populate.

form_reviewers_2.png

 

On top of this list is a "Reviewer Workflow" setting. This allows you to create an order for the review process. If you leave this setting off, the listed reviewers will receive notifications simultaneously as soon as the submission is received and can review them at the same time. If you turn workflow on, each reviewer will have a level listed under their name and email. The levels will indicate the order in which reviewers will receive the reviewer notification. For example, all of your "Level 1" reviewers would have to make their recommendations on the form submission before "Level 2" reviewers are notified. When you are finished, be sure to click Save at the bottom of the page!

form_workflow.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Contact Us