In some instances you may want to review an incoming request before creating an activity channel and inviting team members. For examples, if you receive bug reports you may want someone to look through the report and make adjustments before sharing the bug report with the entire support team.

Another common use of reviewers is to perform a manual review external requests from a web form that manage to get through the reCAPTCHA filter.

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Conclude provides several review settings to create such a review process:

  • review.members: the members of the review team.
  • review.alert: where to send alerts about incoming requests that should be reviewed.
  • review.ignore: requests from these people should not go through a review process, but be sent directly to the team.
  • review.include: requests from these people should always be reviewed.

Note: The review members list must not be confused with the members who are invited to the activity after it has been accepted by the review team.

Conclude lets you define one or more reviewers, who must first accept the activity before it is shared with the team. An incoming activity will be marked as pending until a reviewer has accepted (or rejected) it. A reviewer may also modify the incoming request before accepting it.

Pending activities appear in the reviewers' Conclude Home Dashboard and Activity pages, and in Conclude Inbox.

  "review": {
    "members": "@paul, @sarah",
    "alert": "#incoming-bugs"
  }

When one of review.members has approved the request, it is shared with the activity members (see roles).

You can specify any number of individual users, channels and user groups to be part of the review team.

We recommend that you also set review.alert to notify reviewers about incoming activities that need to be reviewed. This special alert message comes with buttons that let reviewers view, edit and accept (or reject) a pending activity with a single click.

You can also skip the review process when a request comes from certain people. For example:

  "review": {
    "members": "@paul, @sarah",
    "alert": "#incoming-bugs"
    "ignore": "#dev, @management"
  }

Here we let bug reports from members of the #dev channel and @management user group go directly to the team without a review process.

In other instances you may want to do a review under certain circumstances:

  "review": {
    "members": "@paul, @sarah",
    "alert": "#incoming-bugs"
    "include": "@contractors, external"
  }

Incoming bug reports will be reviewed if they come from anyone who belongs to the @contractors user group, or from external sources (a web form or email).

You can specify internal to ignore or include requesting coming from your Slack workspace, and external to target requests coming from external sources.

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