Setting an entry to be reviewed
Inviting a user to review an entry
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.
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.
While filling 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 reviwer(s) will also receive a notification in the task icon.
If you would like to customize the e-mail that send to 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 stating when this user is notified while this entry is still unread by this user.
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 view 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 stating when this user was notified, and when this user has viewed this entry.
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 use variables. Check all supported variables here.
You can click on which will show you a demo on 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 URL, Excel, PDF, or mail merge file of the record; or other attachments. When you attach the URL of the record, please make sure you have granted the access right of the sheet to the recipients. Otherwise, they'll have a blank page when they access the database through the entry URL.
Once the editing completed, remember to save before you exit the pop-up window.