Overview

A Review Flow is the reusable workflow template that defines how files, drawings, and items move through review and approval in a Space. It defines the levels (or stages) a Review must pass through, who can act at each level, what conditions apply, and how statuses and transitions are applied to the items being reviewed. Once a Review Flow is configured in a Space, it can be selected every time a new Review is created in that Space.

Prerequisites

• Access to the relevant Project and Space.
• Permission to configure Review Flows.
• Statuses for Files and Issues are configured in Portal Settings if you want them applied through this Review Flow (see Configure Statuses for Files and Issues in a Review Flow).

Creating a Review Flow

Step 1: Open Review Flows in Project Settings

Review Flows used to be configured from inside a Space. They are now managed from Project Settings, grouped under the module they belong to.

• Open the Project and go to Project Settings.
• In Modules, under Review section.
• Select Review Flows.

Each Review Flow is still scoped to a Space, so different Spaces in the same project can have different review chains, only the place you configure them has changed.

Step 2: Create a new Review Flow

• Click + Create Review-flow.
• Enter a clear Name for the flow (this is what initiators will pick when starting a Review).
• Add a short Description so users understand when to use this flow.

Step 3: Add and configure levels

A Review Flow is made up of Levels — each level is a stage of approval. You can add up to 20 levels per flow.