Required reviews — mapping review workflow templates to trigger stages across requests, assessments, incidents, and complaints
Last updated: July 12, 2026 by Steve
Required Reviews
Required reviews connect a review workflow template to a case type and a trigger stage, so the review is either auto-initiated when a record reaches that stage or listed as a mandatory checklist item the record cannot close without. This is how you enforce — per request type or per assessment, incident, or complaint template — that a review such as Legal Review must happen before a record is finalized.
(screenshot placeholder — capture: the Required reviews settings screen listing mappings of case type to review workflow template, with trigger stage and Required flag)
Where to find it
Open the Settings hub and choose Required reviews, in the Collaboration & reviews group beside Review types and Review workflows.
What a mapping defines
| Field | What it controls |
|---|---|
| Owner (case type) | The case type the requirement attaches to — a Request type, Assessment template, Incident template, or Complaint template |
| Review workflow template | The workflow chain to run |
| Trigger stage | The stage whose entry auto-initiates the review (blank = manual start only) |
| Required | When on, the case cannot complete while the review is unresolved |
| Sort order | Display order in the required-reviews checklist |
Case areas covered
Required reviews span the four review anchor areas: requests, privacy assessments, incidents, and complaints. Each mapping ties one case type in one of those areas to a workflow template.
How it affects end-user behavior
- In the Start Review dialog on a case record, a Required reviews checklist lists the templates that record type mandates; each row has its own Start review to launch it preselected.
- The record cannot be advanced or closed until every required review reads Complete.
- When a trigger stage is set, the record entering that stage auto-initiates the review — no manual start needed.
See the My Reviews dashboard for how reviewers pick up the resulting steps.
Tips
- Mark a mapping Required for statutory or policy gates; leave it optional for advisory reviews you want offered but not enforced.
- Set a trigger stage to remove the manual step and guarantee the review starts on time.
- Order the checklist so the most critical review appears first.