How to Set Up Review Chains

A review chain decides who reviews which assets before they become available. You choose which assets a chain applies to, based on folder or metadata, and who has to approve them, in one or more steps. Reviewers then find the assets in Asset Lifecycle > Review queue.

How Review Chains Work

• Routing: folder and metadata rules decide which assets use the chain.
• Priority: when an asset matches more than one chain, the chain with the lowest priority number is used.
• Steps: each step needs approval before the asset moves on. Once every step has approved it, the asset becomes Active.
• Catch All: a built-in chain for assets that no other chain applies to. It has priority 100, so your own chains with a lower number are used first.

Steps to Create a Review Chain

1. Go to App Setup > Review chains and click New chain.
2. Under Basic information, enter a Review chain name, an optional description and a Priority.
3. Choose which assets the chain applies to:
   • Folder routing rules: click Add folder rule and choose a folder. Turn on Propagate to include its subfolders.
   • Metadata routing rules: click Add metafield rule and choose a metafield and value.
4. Under Review steps, set up the first step:
   • Type:Sequential (single approval advances) moves the asset on after one approval. Parallel (require N approvals) needs the number of approvals you set in Required approvals, from the step's reviewers or groups.
   • Reviewers: add users with Add user and user groups with Add user group.
5. To add another step, click Add step. Use the arrows to change the order, or the bin icon to delete a step.
6. Click Create chain.

To change a chain later, click it in the list, make your changes and click Save.

Tips

• Keep chains short. Every extra step adds time before assets can be used.
• Use user groups as reviewers rather than individual users, so a chain keeps working when people change roles.
• Leave gaps between priority numbers (10, 20, 30), so a new chain can be fitted in between later.