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Human-in-the-loop

Pause a workflow for a human to approve or reject before it continues.

Automation should not remove people from decisions that need judgment. The Human Review action puts a person in the loop: it pauses a run and waits for someone to approve or reject the records before the workflow continues.

Add a review step

  1. Open your workflow in the editor (Ecosystem › Workflows, then the workflow).
  2. In the Configure tab, find Human Review in the Collaboration group, or type it into Search actions..., and place it where the pause should happen.
  3. Optionally fill in Issue Summary, the message the reviewer sees, for example Review AI-drafted email before sending. Leave it empty and SPARK writes a summary from the record count.
  4. Click Save, then activate the workflow so it can run.

Human Review is a planned gate: every run that reaches it pauses, and every record the step receives goes to the reviewer. When the records are resolved, the step passes the approved records on. See Build a workflow for the full build-and-activate flow.

Find work waiting for review

Paused runs surface in two places:

  • In the Executions tab, the run shows the Awaiting review status.
  • In the Interventions tab, each pending review appears as a row with columns for Task, Status and Created. Use the status filter (All, Pending, Resolved) and the search box to focus on what still needs a decision.

Other steps use the same tab: Resolve Relations sends unknown reference keys here too.

Approve or reject

  1. In the Interventions tab, click a row, or choose Open intervention from its ⋯, to open the review on its own page. Review in the same menu opens it in a dialog instead, and Copy link copies a link to it.
  2. The page shows the summary and counts, then the records in a grid with columns such as Record Data, Status, Resolved By and Created. Filter by status (All statuses, Pending, Approved, Rejected) to focus.
  3. To correct data before deciding, use a record's Edit record control; an edited record is marked Edited.
  4. Select the records to decide on with their checkboxes (or Select all).
  5. Choose a decision from Select action..., such as Approve or Reject.
  6. Click Apply. The Resolved By column then records who resolved each record.

A record moves from Pending to Approved or Rejected once you apply a decision. Only after the flagged records are resolved does the paused run leave Awaiting review and continue.

Reviews that create data, not just decisions

Human Review asks a yes or no question. Resolve Relations uses the same Interventions tab for a different kind of question: incoming rows reference something your reference data does not hold, and the reviewer decides what that something is.

The differences worth knowing:

  • One item per distinct unknown key, not one per row, so hundreds of rows referencing two unknown sub-funds are two questions.
  • The decisions are Approve (link to an existing record), Create new records, Approve without linking, and Reject.
  • Creating records is a bulk step: one row per key, pre-filled from the incoming data, all created together.

See Resolve relations.

Statuses you will see

Review tasks and their records carry a Status: Pending while they wait, In progress or Submitted while a decision is being applied, Approved or Rejected after a decision, and Resolved once the task is complete.

Where to go next