---
title: "Creating Review Forms and Displaying Them in the Reader"
slug: "workflow-review-forms"
updated: 2026-07-22T22:08:37Z
published: 2026-07-22T22:08:37Z
canonical: "knowledge.technolutions.net/workflow-review-forms"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Review Forms and Displaying Them in the Reader

**Review forms** are used to capture ratings, evaluations, and comments during the reading process. These forms appear within the [Reader](/v1/docs/reader-overview) and are [associated with a specific workflow bin](/v1/docs/workflows#forms).

When a form is submitted, the responses are stored with the record and can be referenced later in the Reader or through queries. Multiple review forms may be submitted for a single record depending on your workflow design. While commonly used for application review, review forms can also support other evaluation processes across your workflow.

Setting up a review form for a workflow being used in the Reader involves two main steps:

1. Create the form
2. Associate the form with a workflow bin

#### Try a Slate example 💼

Copy this [Suitcase](/docs/suitcase-import) ID and paste it in **Database → Suitcase Import** to import a pre-made example Reader Review Form:

```SuitcaseID
2b143ead-0ef9-4317-a4d8-0715c8b7801d:slate-admissions-showcase
```

[![reviewform__1_.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/reviewform__1_.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/reviewform__1_.png)

## Step 1: Creating a review form

1. Navigate to **Forms** in the top navigation
2. Click **New Form**
3. Configure the form:
  - **Page Title**: This is the name displayed in the Reader
  - **Folder**: Store forms in a dedicated *Review Forms* folder for organization
  - **Status**: Set to **Confirmed/Active**
4. From the Form Management screen, click **Edit Form** to begin building

### Configure form properties

Before adding fields, update the form’s scope:

- Click **Edit Properties**
- Set **Scope** to **Reader** **Review Form (Applications, Person, or Dataset depending on what type of record you are viewing in the Reader)**

### Default fields

Remove any default fields (such as First Name). Review form data is automatically tied to the record and does not require identifying fields.

### Add and configure form fields

Use the Form Builder palette to add fields to your form. Provide a **unique label** and **export key** for every field and use descriptive naming when multiple similar fields exist. For example:

- *Academic Comments* → `aca_comments`
- *Extracurricular Comments* → `extra_comments`

For each field, configure the following settings:

- **Status**: Active
- **Type**: Select the appropriate field type
- **Label**: Clear, descriptive field name
- **System Field**:
  - Leave blank in most cases
  - Only use when intentionally writing back to a single-value system field
  - ⚠️ Multiple readers will overwrite each other if mapped to the same system field
- **Export Key**:
  - Auto-populates if mapped to a system field
  - Otherwise, enter a unique key
- **Data Type**:
  - Use **Int** or **Real** for numeric values
  - Required for calculations and numeric filtering
- **Prompts**:
  - Required for fields with selectable options
- **Default Value**:
  - Optional starting value for the field

### Field options

- **Required**: Use sparingly—only for essential inputs
- **Read Only**: Display data without allowing edits
- **Hidden**: Commonly used for calculated fields
- **Internal Only / Disabled**: Not typically used for review forms

> [!NOTE]
> ✨ Tips
> 
> - Keep review forms simple and efficient.
> - Limit required fields and avoid heavy conditional logic so readers can complete evaluations quickly.
> - Workflow Review Forms are best used for capturing input—not displaying large amounts of data.

## Step 2: Associate the form with a workflow bin

1. Navigate to **Database → Workflows**
2. Select the **Workflow** you with to add the Review form to
3. Click the **Review Forms** tab
4. Click the pencil icon on the right side of the page
5. Drag and drop the Review Form widget to the bin on the right
  - **Show In Bin**: Select the bin where the form should appear - click Show in Other Bins if more than one bin is needed
  - **Into Bin (optional)**:
    - Display the form only when routing to a specific next bin
    - Example: Show only when selecting *Portfolio Review*
  - **Review Form**: Select the review form
  - **Required**:
    - **Yes**: Must be completed before moving the record
    - **No**:
      - Form is collapsed by default
      - Required fields only apply if the reader opens the form
  - **Filters**
    - Use filters to determine which records in your bin should display the **Review** form

### Configuring the review form process

Your workflow design determines how forms are used across bins.

#### One-to-Many

Use the **same form in multiple bins**

- Ideal when the same evaluation criteria applies at different stages

#### One-to-One

Use **different forms for different binsa**

- Best when each stage requires unique questions or scoring

#### Many-to-One

Use **multiple forms in a single bin**

- Useful when multiple perspectives or evaluation types are needed at the same stage

## Final considerations

When deciding whether a form should be required, consider the reader experience and your process flow. Not every form needs to be required in order to capture meaningful feedback.