Choose the set of field for review 

In the third step, you can select the fields that you want the reviewer to cross-check. In this example, we can select the annual income, number of dependents, other insurance details (if any), and past loans details to be reviewed before sanctioning a loan.

Create rules/conditions

In this step, you can add multiple rules. Each rule will include two elements: additional criteria to filter records further and the users to whom the records that meet this sub criteria will be assigned for review. For instance, in our example, two rules are added.

• Rule 1 - If country is Canada and the province is Quebec, assign Mike as a reviewer.
  
  
• Rule 2 - If the application is for personal medical insurance, assign David as a reviewer.
  
  
• Others - All the other records that do not meet the criteria in the above two rules will be assigned to Rachel.
  
  

Note

1. You can select the reviewers from either of the categories: users, roles, groups or record owners. You can select up to 5 reviewers.
    
   

1. The Others option makes sure that, all the records that do not meet the criteria will be assigned to the selected user, so that every record is reviewed.
   
   

Add actions for the process

Configuring Review Process

To configure review process

1. Go to Setup > Process Management > Review Process.
2. In the Review Process page, click Create Rule.
   
   
3. In the  New Review Process page, enter the following details:
   
   • Process Name - Enter the process name.
   • Description - Enter a description for the process.
   • Choose Module - Select the module from the drop-down list. 
   • Choose Layout - Select a layout from the drop-down list.
4. In Choose a condition to initiate the rule, specify the criteria and click Next.
   Click the Add icon to enter more criteria.
5. In the Field set, choose the fields that need to be reviewed.
6. Click Continue.
7. In Rule 1, mention the sub-criteria for the users to review, and choose reviewers.
   
   • Click Based on criteria to specify the criteria for the records.
   • Click All records, if you do not want to specify a criteria.
   • Click Continue.
   • In Who should review, click Choose Reviewers.
   • Select users, groups, roles or record owners from the drop-down list.
   • Select the user and click Add.
   • Click Save.
8. Click Instant actions and select the required checkbox (es) and click Save. 
9. Click the Configure Reasons For Record Rejection link to add or edit reasons for rejection.
   • Click the + icon to add more reasons.
   • Click the - icon to remove the reasons.
10. Click Save, to save the entire review process.

Points to remember

1. The type of fields that can be sent for review are: 
   

1. Single line and multi line
   
2. Email
   
3. Phone
   
4. Date and Date/time
   
5. Number
   
6. Currency
   
7. Decimal
   
8. Percentage
   
9. Long integer
   
10. URL
    
11. Pick List
    
12. Multi-Select 
    
13. Checkbox
    
14. File Upload
    

1. The fields mentioned above if present in a Subform can also be sent for review.
2. When one of the fields is rejected, the option to reject the entire record will be available.
   
3. You can create a review process for different layouts. If you delete a layout which has records that need to be reviewed, then you will be prompted to choose an alternative layout to continue with reviewing of records. If the new layout does not have any review process, then the record will be added to the respective modules for further process.
   
4. If you have enabled the web form approval option, then the records will enter the review process after the web form approval is completed.
   
5. Before entering a review process, a record will always go through other data validations and approvals in CRM: validation rule, web form approval, layout rule. 
   
6. Information sync from one Zoho application to CRM and vice-versa (such as Zoho Desk to CRM, Zoho Creator to CRM) will take place only after the record completes the review process.
   
7. In case of integrations, the review process will execute only if v2.1 API is being used to create a record. For example, if a record is created in CRM via Zoho Forms or Zoho Creator then you must ensure that the API version is v2.1. If v2 API is used, then you must pass "process":["review_process"].
   
8. Review process will not execute if the v1 API is being used. 
   

Approving or Rejecting records and field values

Records that are pending for review are displayed under the My Jobs tab, from where the reviewers can access it. Alternately, the records can be found under a custom view in the Leads module called " Leads in review", this view will be visible to the reviewers and administrators.

To approve or reject fields

1. Go to the My Jobs module and select Review Process from the drop-down list. 
2. Select a record with Pending for Review status.
   In the record's details page, the fields that need to be reviewed will show a tick icon.
3. Click on the icon to Approve or Reject.
   
   Note that a record is considered as rejected if one field is rejected by the reviewer. The reviewer can reject a record even without reviewing some fields.
   
   

1. Select a module and choose a record.
2. Click the More icon and select Review History.
    
   

To view review analytics

1. Go to Setup > Process Management > Review Processes > Review Analytics.
2. In the Review Process Usage page, select the desired report.
3. Filter the report by module, layout and review process name. 

To reorder the processes

1. Go to Setup > Process Management > Review Process.
2. In the Review Process page, click Reorder Processes.
3. Drag and drop the processes.
4. Click Save.