Local government workflows are full of conditional reviews, when processes are routed to certain people based on the data that's been provided. For example, the Police Department may only want to review a Special Event permit application for large groups or when alcohol is being served. A human resources department may assign a specific staff to review a department's application for a new job posting based on which department it comes from. 

ClearForms allows you to add one or more levels of conditional logic to Review steps.

As a reminder, it's recommended that you always configure Review steps using a Role (rather than an individual ClearForms admin user account) so that it's easy to swap in Reviewers in the event of leave or staff changes. Learn more about using Roles in Reviews here.

You can determine whether or not a Review should take place or conditionally assign the Review to one or more people based on a multiple choice answer in an earlier Collect Information step. 

For example, there's a question on this Special Event permit that asks about whether alcohol will be served, and another that asks about total attendance.

CityGrows Special Events permit example

After pressing the inverted Y shaped icon to the right of the Reviewer Title, we've added two conditions. The conditions are that Police Review will only be required if alcohol is going to be served OR if there will be more than 100 people at the event.  If alcohol will not be served and there will be fewer than 100 people, then the review won't happen.

CityGrows Conditions logic on a review step

This feature works the same way as Logic does on our Collect Information sections - just look for the little upside-down "Y" shape in the section header to add a condition to any review.

And once it's added, it's always clear what triggers the Review - as you can see below the condition appears at the top of the Review section once it's been set.  This feature helps you easily ensure that the correct staff and Departments provide review and approval on complex workflows. Once you've set your logic you can add in the Role group that will be responsible for completing the review. Learn more about using Roles in Review steps here.

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