Forms that are hosted at the community level can optionally enable a reviewer workflow that allows each listed reviewer to review the form in a pre-determined order. 

Configuring Reviewer Workflow

To add reviewer workflow to a community form, first open the Admin section of Engage using your switchboard. Select "Forms" from the Configure drop down and choose the "Properties" button for the applicable form. Next, choose the Reviewers tab. 

From this page, you can toggle the Reviewer Workflow feature on or off for the form. Enabling the reviewer workflow will allow you to specify the order in which each Reviewer added to the form will be given access to any given form submission. 

Add reviewers as desired. Once reviewers are added, assign them a reviewer level. There can be as many reviewer levels as there are reviewers, or you can assign multiple reviewers to one level. Reviewers can each only be in one level of the workflow. Save the page to effect your changes. 

How does Reviewer Workflow work?

Once a submission is entered on the form, only reviewers at "Level 1" will receive a notification of the new form submission. These Level 1 reviewers are now able to read the submission, make comments on the submission, and recommend the submission for approval or denial using a thumbs up/thumbs down choice on the submission, but unless they have community-wide access to the Forms feature, they are not able to make the final approval/denial of the submission.

Once all Level 1 reviewers have reviewed the submission, the Level 2 reviewers are notified of the submission and now have access to read, comment, and review it. This process is then repeated for each subsequent reviewer level. 

The form can only be approved by a user with full community-wide access to the Forms tool. 

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