Governance
External review links
Use tokenized review pages to collect an external decision on a record.
For workspace users and administrators · Updated October 1, 2026
What this module is for
Use tokenized review pages to collect an external decision on a record.
Use this page when you need to complete the task yourself and understand what each action changes. The steps name the relevant screen, explain why the action belongs in the workflow, and state what to verify before moving on.
Before you start
- Sign in with a role that can view or change the records in this guide.
- Have the product, file, channel, or workspace information ready before starting an action that saves data.
- Use a small test record or file first when an action affects multiple products or a connected channel.
1. Review a shared item
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 1.1
Do this: Open the review link supplied by the workspace team.
Why this matters: This keeps the review a shared item work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 1.2
Do this: Read the record and proposed changes on the public review page.
Why this matters: This keeps the review a shared item work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 1.3
Do this: Submit the decision or feedback offered by the page, then tell the workspace owner if the link has expired.
Why this matters: This keeps the review a shared item work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
2. Track the result
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 2.1
Do this: Workspace users should check the linked workflow or change request for the review outcome.
Why this matters: This keeps the track the result work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 2.2
Do this: Confirm any accepted changes on the product before publication.
Why this matters: This keeps the track the result work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
Events and statuses to watch
Actions such as saving, importing, exporting, connecting, publishing, and approving can either update a record immediately or create background work. Wait for the on-screen confirmation and then check the relevant list, detail view, or job status before repeating an action.
- Saved or created: confirm the record appears with the intended values.
- Queued, running, or processing: wait for completion and open the job or event detail if progress stops.
- Failed, partial, rejected, or blocked: read the specific message, correct the source data or permissions, then retry only the affected work.