How to Handle Field-Level Reviews with Review Jobs in Horilla CRM

When a Review Process is active in a CRM module, and a record satisfies the configured criteria, Horilla CRM automatically creates Review Jobs for the assigned approvers. These jobs act as actionable review tasks that allow approvers to inspect flagged fields, record decisions, and complete validations from a single interface.

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While Review Processes define the review rules and conditions, Review Jobs represent the actual review work that needs to be completed. They ensure that field-level validations are organized, traceable, and assigned to the correct users automatically.

This blog explains how Review Jobs work, how approvers interact with them, and how the complete review lifecycle is managed inside Horilla CRM.

Accessing Review Jobs

Review Jobs are available inside the My Jobs section of Horilla CRM.

The left sidebar contains two sections:

• Review Jobs — Displays field-level review tasks assigned to the current user
• Approval Jobs — Displays approval-related tasks assigned to the current user

Selecting Review Jobs opens the list of pending review assignments.

Review Jobs List

The Review Jobs list displays all records currently awaiting review from the logged-in user.

Each row includes the following information:

• Review Process: Shows the name of the review process responsible for generating the review task.
• Record: Displays the CRM record enrolled in the review workflow.
• Status: Indicates the current review state of the job. Newly created jobs begin with a Pending status.
• Approvers: Lists the users responsible for reviewing the record according to the configured review rules.
• Actions: Includes the Review action button represented by a checklist icon. Clicking this button opens the detailed Review Job modal.

Opening a Review Job

Selecting the Review action opens the Review Job modal for the selected record.

The modal contains three main sections designed to help approvers review records efficiently.

1. Header Information

• The top section displays key identifiers for the review task:
• Process: The name of the review process associated with the job.
• Record: The specific CRM record currently under review.
• These details ensure approvers always know which workflow and record they are reviewing.

2. Record Details

• The Record Details section displays important information about the CRM record in a read-only format.
• Providing a complete record context helps approvers evaluate field values more accurately instead of reviewing fields in isolation.

3. Fields to Review

• The Fields to Review section lists all fields flagged by the review process.
• Each entry includes:
  • Field Name: The label of the field currently under review.
  • Current Value: The value currently stored in the CRM record.
  • Status Badge: Displays the review state of the field. Fields begin with a Pending status.
  • Comment Icon: Opens the field-level review panel for taking action on that field.

Reviewing a Field

Approvers can review individual fields by clicking the comment icon beside a field.

This opens the Field Review panel.

1. Field Information

• The top of the panel displays:
  • The field name
  • The current field value

This confirms exactly which value is being reviewed.

2. Adding Comments

• A text area labelled Add reason for this field decision allows approvers to provide optional comments.
• Comments can be used to:
  • Explain approval decisions
  • Provide correction guidance
  • Document observations
  • Maintain review history

Although optional, comments are especially useful when rejecting a field value.

3. Rejecting a Field

• Clicking Reject marks the selected field as rejected.
• If rejection notifications are enabled in the review process configuration, the record owner is notified so corrections can be made before resubmission.

4. Approving a Field

• Clicking Approve marks the field as approved.
• The field status updates from Pending to Approved immediately.

Each field is handled independently, allowing approvers to approve some fields while rejecting others within the same record.

Completing a Review Job

After every field in the review job has been reviewed, the system checks whether all required approvers have completed their actions.

When all approvers approve all required fields, the system displays a success message:

All approvers have approved all review fields. Review completed successfully.

Once completed:

• The review is marked as resolved
• The job is removed from the My Review Jobs list
• The list returns to an empty state if no other pending jobs remain

This ensures approvers only see unresolved review tasks in their workspace.

Notifications

The Review Jobs system automatically sends notifications throughout the review lifecycle.

Whenever an approver approves or rejects a field, notifications are sent to the relevant users.

Notifications include:

• The reviewed field
• The review process name
• The approver who took the action
• Any comments provided during review

Example notification:

Email was approved in Lead Review Process 2 by Adam Lui. Comment: approved

Notifications appear inside the CRM notification panel and are accessible through View all Notifications.

This helps users stay informed about review progress without manually checking records.

Automatic Creation of Review Jobs

Review Jobs are generated automatically by the system based on the Review Process configuration.

The workflow operates as follows:

1. A Review Process is active for a CRM module
2. The process contains criteria and assigned approvers
3. A record is created or updated
4. The record satisfies the configured review conditions
5. Horilla CRM automatically creates a Review Job
6. The job is assigned to the configured approver
7. The approver receives a notification
8. The job appears in the My Review Jobs list
9. The approver reviews and approves or rejects each field
10. Once all required reviews are completed, the review process is finalized

This automation removes the need for manual assignment or follow-up tracking.

Benefits of Review Jobs

• Provides a focused workspace for field validation
• Displays complete record context during review
• Supports independent approval and rejection of fields
• Creates an auditable review history through comments
• Automates review assignment and status tracking
• Sends real-time notifications for every action
• Keeps approver workspaces clean by removing completed jobs automatically

Review Jobs converts Review Process rules into structured, actionable review tasks for approvers. By combining field-level review controls, complete record context, automated notifications, and workflow-driven task assignment, Horilla CRM ensures that data reviews are accurate, traceable, and consistently completed.

With Review Jobs, approvers can efficiently validate records while organizations maintain higher data quality standards across their CRM workflows.