Creating and managing reviews to forms

Last update: June 24, 2024

CREATED FOR:

  • Admin
  • User
  • Developer

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.

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AEM as a Cloud ServiceClick here
AEM 6.5This article

Review

A review is a mechanism that allows one or more reviewers to comment on forms.

Setting up a review

  1. Navigate to the forms browser and select a form to review.

  2. If the Form does not have a review in progress, a Start Review aem6forms_review_chat_comment icon appears in the Action bar. Click the Start Review aem6forms_review_chat_comment icon.

  3. 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.

  4. Click the Start to start a review.

    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

This section describes what happens when a review is created or set up.

  1. A new review task is created and assigned to the selected reviewer.

  2. 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

    Reviewer Notification Alert

  3. The comment box is available to the reviewers of the form. Others can read the comments but not add their own.

Managing a review

NOTE
  • Only reviews that are in progress can be modified.
  • Reviews that are complete cannot be modified.

  1. Navigate to the forms tab and select a form.

  2. If a form has a review in progress and you are the initiator of the review, a Manage Review aem6forms_review_chat_comment icons appears in the Action bar. Only review initiator can manage (Update/End) the review.

    Click the Manage Review aem6forms_review_chat_comment icon.

    For user other than initiator the Manage Review icon is disabled.

  3. Now you get a screen that displays information:

    • Review name: Cannot be edited.

    • Review description: Available for editing.

    • Review deadline: Available for editing. One can modify the deadline to any date and time beyond the current date and time.

    • 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.

  4. To end the review, click End.