Creating and managing reviews to forms creating-and-managing-reviews-to-forms
Adobe recommends using the modern and extensible data capture Core Componentsfor creating new Adaptive Formsor adding Adaptive Forms to AEM Sites pages. These components represent a significant advancement in Adaptive Forms creation, ensuring impressive user experiences. This article describes older approach to author Adaptive Forms using foundation components.
Review review
A review is a mechanism that allows one or more reviewers to comment on forms.
Setting up a review setting-up-a-review
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Navigate to the forms browser and select a form to review.
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If the Form does not have a review in progress, a Start Review
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Enter the following information:
- Title: Mandatory, can contain alphanumeric characters, hyphen, and underscore.
- Description: Optional, description of the purpose / content for review.
- Deadline: Optional, the date on which the review ends. When past the deadline the task appears as ‘Overdue’.
- Reviewer Name: A minimum of one is mandatory. use the combo-box to add reviewers, typing a name list of all matching names; select a name and click Add. On the next section of the Reviewers tab shows the name of all the reviewers.
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Click the Start to start a review.
note note NOTE - Admin can access any groups associated with the form users.
- Service Users group is not available to selection for review.
Actions that occur when a review is set up actions-that-occur-when-a-review-is-set-up
This section describes what happens when a review is created or set up.
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A new review task is created and assigned to the selected reviewer.
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All reviewers are assigned a review task. The task appears in their Notifications section. A reviewer can click a notification, or go to the Inbox to view the task. A reviewer can click to open the review task, to view the form, and start adding comments.
Reviewer Notification Alert
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The comment box is available to the reviewers of the form. Others can read the comments but not add their own.
Managing a review managing-a-review
- Only reviews that are in progress can be modified.
- Reviews that are complete cannot be modified.
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Navigate to the forms tab and select a form.
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If a form has a review in progress and you are the initiator of the review, a Manage Review
Click the Manage Review
For user other than initiator the Manage Review icon is disabled.
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Now you get a screen that displays information:
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Review name: Cannot be edited.
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Review description: Available for editing.
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Review deadline: Available for editing. One can modify the deadline to any date and time beyond the current date and time.
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Reviewers: Available for editing. You can add or remove reviewers. If a task is overdue, you can add reviewers only after extending the deadline beyond the current date.
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To end the review, click End.
Actions that occur when a review is modified actions-that-occur-when-a-review-is-modified
This section describes what happens on Review Update/End:
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If the review description is modified, the corresponding task of reviewers and the initiator is updated.
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If the review deadline is modified, the corresponding task for the reviewers is updated with the new date.
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If a reviewer is removed:
Removing a reviewer
- If incomplete, the assigned task is terminated.
- The reviewer can no longer comment on the form.
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If a reviewer is added:
Adding a reviewer
- A review task is created and assigned to the newly added reviewer.
- The newly added reviewer can add comments about the form.
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When a review ends:
- Reviewers: For each reviewer, the incomplete task related to the review is terminated. The task no longer appears as ‘Pending’ in the reviewer’s Notifications section.
- Initiator: The task assigned to the Review initiator is marked complete. The task is removed from the Notification section of the review initiator.
- All: The review appears in the Previous Reviews section. No further comments can be added.
