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Client Review

Monika 1 year ago updated 12 months 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

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

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

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

Best,

Monika