Rule type Guided Review
If you know certain fields may need something from the user conducting the review, use this rule type to define the manual actions for the reviewer.
Guided Review setup
| Setting | Description |
|---|---|
| Guided Review Type | Defines the review action. Salesforce field: the Salesforce field is shown to the user in the Guided Review component in edit mode. The user can set the value. Search (only for reference type fields): guided review asks the user for a search query after which a SOQL query is performed on all fields to find related records. Users can select one of the results, after which guided matching continues. Combined Contact and Account Search (only on Contact): this is similar to Search, except that it allows searching Contact and Account at the same time. |
| Result Fields to Display | Specify which fields to display in the search results of the guided review component; only relevant for Search, Combined Contact and Account Search. |
| Prefill Search Box with Transaction Field | Select a transaction field to prefill the search box and automatically do the first search based on the field value; only relevant for Search, Combined Contact and Account Search. |
| Max Number of Results | Specify how many results are displayed in the search results (range 1-50); only relevant for Search, Combined Contact and Account Search. |
| User Guidance | Special guidance for the guided review that is displayed to the reviewer. |
| Show “Skip & Continue” Button | Select this option to allow the user to just skip the current guided review rule and proceed to the next rule. |