Creating review templates

Review templates allow you to define reusable reviews. The review template contains parameters that define a review and approval workflow. Typically, process owners, business owners, or subject matter experts (SMEs) determine the business logic. The logic is captured in the review template.

Before you can use building block operations in Workbench or the building block Java or Flex APIs, you require a review template. A review template is an XML file. An XML schema defines the structure for review templates. (See Review template schema .) The schema is an important part of using the Review, Commenting, and Approval building block. (See Understanding review templates in Managed Review & Approval Solution Accelerator 9.5 Solution Guide .)

You can author a review template using a text editor or XML editor. Typically, you would build tools that create review template. For example, the GlobalCorp solution template provides an interface to author the tool in minutes. (See Authoring a review template using the solution template story in Managed Review & Approval Solution Accelerator 9.5 Solution Guide .) If you take ownership of authoring or maintaining the review template, ensure that you are comfortable working with XML schemas and XML files.

When you choose to use Flex APIs, a ReviewContext class provides an abstraction to create and populate the XML. It is not necessary to author the review template using XML but having an understanding of how the XML file is created is beneficial.

Review template properties are useful for identifying the review template. (See Technical overview of review templates in Managed Review & Approval Solution Accelerator 9.5 Solution Guide .)