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Associate a Review to the Form
Associate a Review to the Form

This article helps you understand how to associate a file review while creating a new form.

Updated over a week ago

You can attach associate existing reviews on project files (from same or other projects accessible to you) to the form you are creating if its form settings allow so. Below are the steps to associate an existing file review while creating a new form:

Before proceeding further, remember to ensure that the file review you are looking to associate with the form is part of the projects that you have selected in the project filter. The option to associate a review and create a new form is only applicable for review enabled projects.

Follow the steps to create a form.

Click on 'More Options' icon at top right side (available based on relevant form settings configuration) to associate docs, reviews or forms. To associate a review, click on 'Associate Reviews' option as seen in below screenshot.

Similarly, the option to associate reviews will also be available while replying to a form as shown in below screenshot.

Based on form settings configuration, the option to associate reviews can be available while editing an existing form as well.

A popup will appear wherein reviews can be selected to associate from the same or other projects accessible to you. Select the reviews that need to be associated by using the search filters available at the top and then click 'Associate and Close' to proceed further.

In case you need to associate multiple reviews by navigating to separate folders, use the 'Associate' button to associate selected reviews in current folder and then navigate to the other folders one by one and associate other reviews accordingly. Click 'Associate and Close' once done.

The reviews selected for association will appear at the bottom of the form.

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