What is entry review?
Sometimes you might need to assign specific users to review specific entries. In this case, the "Reviewer" field type is helpful. Reviewers can be any user in your account, or further configured to be users that belong in specific user groups.
Ragic will detect when the entry is reviewed by the assigned reviewer and mark the Reviewer field accordingly.
Setting an entry to be reviewed
To create a "Reviewer" field, simply select the "Reviewer" option from the dropdown menu under Field Types in the Design Mode while creating your field.
You can alternatively create a Select User field, and select the option Invite user to review this record.
By default, all users who have access to this sheet will be shown as a reviewer. You can further configure a user group if appropriate.
You can also set multiple users to be reviewers by checking the Multiple select option.
Inviting a user to review an entry
While filling out your form, select a user (or multiple users if available) from the dropdown in the Reviewer field. Upon saving, Ragic will e-mail the reviewer(s), prompting them to review this entry. Once the review e-mail is sent, the reviewer(s) will also receive a notification in the task icon.
If you would like to customize the e-mail that is sent to the reviewer(s), please refer to this article.
Ragic will display a gray check mark icon next to the username, and upon hovering on this cell, a timestamp will state when this user is notified while this entry is still unread by this user.
Reviewing an entry
When reviewing an entry, all you have to do is to view this entry in the notification e-mail sent to you, or by navigating to the actual entry in Ragic. The task box will be checked automatically either you viewing it in the notification e-mail or in the form page.
Ragic will display a green check mark icon next to the username of the reviewer, and upon hovering on this cell, a timestamp will state when this user was notified, and when this user has viewed this entry.
Custom E-mail template
You can customize the subject and the content of your e-mail notification.
In the pop-up window, you can design the e-mail template using HTML formatting and variables. Check all supported variables here.
You can click on which will show you a demo of how the custom e-mail looks like. If you decide to use our standard template instead, click on will discard all the changes you've made.
Furthermore, you may also attach the URL, Excel, PDF, mail merge file of the record, or other attachments. If you attach the URL of the record, please make sure that the reviewers have access rights to the entry. Otherwise, they'll still receive the review invitation email and task, but will not be able to access the entry when clicking on the entry URL.
Once the editing is completed, remember to save before you exit the pop-up window.