FAQ: Review Process

What is the purpose of a review process?

A review process allows you to check and validate the values of a field before the record enters the CRM system. For example, responses entered for fields such as qualification, eligibility criteria, GPA, or product quantity can be validated and approved by CRM users before the record is allowed to enter the system. The fields that require review are highlighted and the reviewers can approve or reject the value and choose a reason for rejecting each field.

Who can be a reviewer?

A reviewer can be selected from any of the following:

a particular role
a particular group
any CRM user
the record owner

Which modules can I create a review process for?

You can create review processes for all standard and custom modules except for the following:

Campaigns
Activities
Zoho Finance

To view the modules you can create review processes for:

Go to Setup > Process Management > Review Processes.

Click All Modules in the Review Processes list view to see the list of supported modules.

Can more than one user be set as a reviewer?

Yes, multiple users can be added as reviewers. Admins can select reviewers from any of the following categories during the configuration process:

Users
Roles
Groups
Record owners

If there are multiple reviewers, notifications sent on submission of a record and rejection or completion of review will be sent to all the reviewers.

Reviewers can reject a record by marking just one field as rejected. It is not necessary to reject every field.

Once a reviewer approves or rejects all fields in a record, the rule gets satisfied and the record exits the review process, and will not be available for the next reviewer as a record waiting for review.

Can submitters edit other fields when the record is waiting for review?

No, once a record is submitted for review, it cannot be edited.

If the record is rejected, the submitted can make changes to any fields before they resubmit it for review.

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