Review queue
Scope tabs above the queue let you filter which tasks you see: Open shows all open tasks, Assigned shows tasks assigned to you, and Unassigned shows open tasks that no one has claimed yet. The review queue displays tasks that need human attention. Each row also has a selection checkbox and a row-actions menu. Each task shows:Claiming a task
Clicking a task opens the run you started in the run view, with the paused step already selected, even when that step lives inside a called section; it does not claim the task. Claiming is an explicit action: use the Claim row-action in the queue, or the Claim button in the run review panel. Once claimed, the task is locked to you and other reviewers cannot modify it. Releasing a claim is not supported in the UI.Reassigning a task
To send a claimed task to a different reviewer, click Reassign in the task header and select the new assignee. The task moves directly to the chosen user without returning to the general queue. Admins can reassign any task; reviewers can reassign tasks they have claimed.Reviewing extracted data
When you open a review task, you see the extracted data from the workflow alongside the original document. You can:- View the original document
- Inspect each extracted field and its value
- Edit field values to correct extraction errors
- View the AI confidence score for each field (when available)
- Click a field to highlight it on the document, and a highlight to jump to its field
For office and CSV documents the reviewer shows the converted text rather than the page
images, and there are no highlight boxes to click: those formats carry no page geometry. See
supported formats.
Field navigation
- Click a field to focus it for editing.
- Inside a numeric table cell, Up and Down act as a value stepper: ArrowUp and ArrowDown change the value by 1, Shift+Up and Shift+Down by 10, and Alt+Up and Alt+Down by 0.1.
- For array fields rendered as a table, drag the column headers to resize columns so wide values stay readable.
- A field with no extracted value is shown as an italic no value placeholder rather than a blank cell or the literal text
null.
Flagged fields
A task exists because the run reached a Review node. Which documents get there is the author’s choice, expressed as a condition on the edge into that node, for example{{metadata.reviewAdvice.needsReview}} from Extract’s Review advice or a validation failure.
Whatever routed it, the top of the payload panel summarizes what the extraction noticed about this document, collapsed into labeled lists: unverified fields, field confidence, corrected fields, validation failures and contested bindings. When Review advice asked for the review, a Flagged by the extraction check row lists the reasons the check recorded, or reads “No single field stood out” when it recorded none. Click a field to jump to its row in the form so you can focus on what stood out.
For a review opened after a Reconcile comparison, the form is scoped to only the fields the Reconcile compared. Out-of-tolerance cells are editable, while within-tolerance cells render read-only for context. Both sources’ values are shown side by side, and clicking a source row adopts that value.
Order confirmation review
A review opened by an Order confirmation Reconcile shows the purchase order lines with the confirmed values beside them and what will happen to each: Apply, Keep PO value or Needs review. A blocked line explains why in its status.- Correct confirmation details edits the extracted header values (PO number, vendor order number, currency, date, total).
- The pencil on a row opens the row: correct its extracted values, choose the PO line it belongs to when the automatic match was wrong or missing, or turn on Disregard this confirmation row to leave that row out.
- For a quantity or price that differs, choose Accept confirmed value to write it to the purchase order, or Keep purchase order value to leave the line unchanged. Accept is not offered for a change the rules never allow (a quantity above the ordered quantity, a quantity below what has been received, a price on an invoiced line, a unit or currency mismatch); the reason is shown beside the field.
- Refresh PO reloads the purchase order from Business Central and checks the confirmation again.
Synchronized scroll
Toggle the sync scroll switch above the panels to scroll the form and payload together. Keep it off to scroll each side independently.Resizable panels
Drag the divider between the payload and discussion sections to resize them. The split is not saved, so the panels return to their default sizes on reload.Hide the discussion
Click Hide discussion in the header to collapse the Discussion thread so the payload panel reclaims the full height. Click Show discussion to bring the thread back.Discussion
Every review task has a Discussion thread next to the payload. Leave comments and type@ to mention teammates. Mentioned users get a real-time notification linking back to the task. Thread updates stream live, so you see new comments from other reviewers without refreshing.
Approving a task
Click Approve to approve the extracted data. If you edited any fields, the corrected data is used for the rest of the workflow. The run resumes from where it paused. If the workflow has self-learning on, the approved values become a learning example for later runs; tick Don’t learn from this review in the approve dialog to keep this review out of it.Only reviews of Extract steps are learned from. Reviews you exclude are still approved and resume the run as usual.
Rejecting a task
Click Reject to reject the extracted data. The associated run is marked as failed.You must leave at least one comment in the Discussion thread before you can reject a task. This keeps a record of why the task was rejected for anyone reviewing the run later.