Back to app
Review a portal form request

Review a portal form request

Approve a clean submission or send it back with specific fields flagged and reviewer notes — without losing any earlier version.

Reviewed AdminVertiqa 1.74.4+

The review page is where a submission from the client portal gets a decision. Open it from any row in the form request queue.

Layout

  • Submitted form (left, two thirds) — the answers, read-only, in the template's order and grouped by section. Each field carries a flag control.
  • Reviewer panel (right) — your reviewer notes, the running list of flagged fields, and the action buttons.
  • Header — the request title, its status, the portal user, the template, and the due date. Earlier versions are reachable from here when there is more than one.

A request that has not been submitted yet says so plainly: "This form hasn't been submitted yet." There is nothing to review until the client sends it.

Review it

  1. Flag a field. Use the field's flag control and add an annotation saying what needs to change. Flagged fields collect in the reviewer panel with their labels, so you can see the whole ask at a glance.
  2. Leave reviewer notes for context that does not belong to a single field — a change of plan, a document to attach next time.
  3. Approve a clean submission, or Request changes to send it back.

Both actions are available only while you are looking at the latest version of a submitted request. Viewing an earlier version shows a banner and a View latest link rather than letting you act on stale content.

What each decision does

  • Approve marks the submission reviewed, records who reviewed it, and closes the request as Approved. It keeps the answers on the request; it does not copy them onto the contact or opportunity record, so make any record updates you want deliberately.
  • Request changes reopens the form for the client, prefilled with their previous answers, with your reviewer notes at the top and your flags on the specific fields. Their correction comes back as a new version — nothing is overwritten.

Versions

Every submission is numbered. Open an earlier version to compare what changed between attempts, and read the reviewer notes recorded against each one. This is the record of the conversation: what you asked for, and what came back.

Tip

Be specific in flag annotations. "Wrong date" is hard to fix; "Service date should be the install date, not the invoice date" gets it right the first time and saves a round trip.

Learn more about the client portal →