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Client Review

Monika 5 years ago • updated 5 years ago • 3

Hello! Is anyone using Client Review feature in XTRF Customer Portal? 

I have enabled it in the client's profile, but I am trying to add this step to the workflow graph, in the end, and the system is not letting me assign the client's profile to it.

I also added the widget to Client Portal, so the client can see all the projects waiting for final approval. But I am confused how to handle it on the Home Portal - in the workflow definition level.


Client Review_1.png
Client Review_2.png

Best,

Monika

Digna Schlebaum 5 years ago

Hi Monika,

There is a 'client review' job type you can use in a Classic workfow. You may need to check first if this job type is 'active'.

Hope this helps,

Best regards,

Digna

Thijs Senten 5 years ago

This is how it looks in our wf, and it works. How does your wf look?

Monika 5 years ago

Hello Thijs and Digna, I have figured that out. Thank you so much for your help!

Best,

Monika

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