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.
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.