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Submitting an Item for Review

This article explains how to submit a drafted item into the review workflow, resolve validation issues, track approval progress, and respond to rejections until the item is approved or closed.

Written by Thao Hill

When an author has the item drafted — basics in place, sponsors added, documents generated, attachments uploaded — the next step is Submit For Review. This is the moment the item leaves Draft status and enters the workflow: reviewers are notified, the workflow's first step begins, and the item starts moving through approval.

This article walks through the Submit For Review experience from the author's perspective: how to submit, the validation dialog that catches missing required fields with clickable links to fix them, what happens immediately after submission, how to watch the workflow progress, and what to do if the item comes back rejected.

The reviewer's perspective on the same workflow is covered in Reviewing Items Assigned to You.

Where to find Submit For Review

On any Draft item, you'll see a primary Submit For Review button in the item header on the item display page.

[IMAGE: An item display page in Draft status with the Submit For Review button highlighted]

The button is hidden in other statuses (Review, Deliberation, etc.) — once an item is in workflow or past it, you can't re-submit. To get back to a state where you can submit again, you'd need to be sent back by a reviewer (see "When the item comes back rejected" below).

What happens when you click Submit For Review

Clicking the button opens the Submit Item For Review dialog. What you see next depends on whether the item has any unfilled required fields.

When required fields are missing

If the item has required fields (configured fields, custom fields, required Document Types, required Attachment Types) that haven't been filled in, the dialog shows them as a list:

[IMAGE: The Submit For Review dialog showing missing required fields as clickable links]

The dialog title: "Submit Item For Review" Description: "The following fields must be completed before submitting for review."

Below the description, a panel lists each missing required field — name, label, and (when you're on the edit page) a clickable link.

The clever clickable-link trick

Here's the part that makes the dialog actually useful: on the item edit page, each missing field is clickable. Click a field name and Govinity:

  1. Closes the dialog.

  2. Scrolls the form to the missing field's label.

  3. Highlights the label with a destructive (red) outline and a temporary animation.

[IMAGE: The form with a missing field's label highlighted in red after clicking from the dialog]

The highlight animation runs for ~3 seconds, drawing your eye to the field. Fill it in, then return to the top and click Submit For Review again.

This pattern works for required fields embedded deep in a long form — no scrolling, no guessing where the field is.

The Cancel and Submit buttons

At the bottom of the dialog:

  • Cancel — close the dialog without submitting. You stay on the page in Draft status.

  • Submit For Review — only enabled when all required fields are complete. Greyed out if anything's still missing.

When all required fields are complete

If the validation passes, the dialog shows a confirmation prompt instead of the missing fields list:

[IMAGE: The Submit For Review dialog showing the confirmation prompt without missing fields]

"Are you sure you want to submit this item for review? This will notify the appropriate staff and start the review process."

Click Submit For Review to confirm.

What happens immediately after submission

When Submit For Review confirms:

  1. The item's status changes from Draft to Review.

  2. A toast appears: "The legislative item has been submitted for review."

  3. The workflow starts. The first step of the configured workflow becomes active.

  4. Assigned reviewers are notified. Per the workflow configuration, the users assigned to the first step receive notification (typically email).

  5. The workflow sidebar updates. The right-side panel on the item display shows the workflow with the first step's status as Pending.

  6. The form's editability changes. As an author, your access to edit the form may now be restricted by field-level workflow permissions — fields that were editable before may now be view-only. See Why Your Form Looks Different Right Now.

The item is now "in flight" and you're waiting for reviewers to act.

Watching the workflow progress

Once submitted, your main view into what's happening is the Workflow sidebar — the right-side panel on the item display, with three tabs (Workflow / Audit / Comments).

[IMAGE: The Workflow sidebar showing each step of the workflow with its status]

The Workflow tab

Lists every step of the workflow in order. For each step, you see:

  • The step's name (e.g., "Initial Staff Review," "Department Approval," "Legal Review," "City Council Approval").

  • The step's assignees (avatars + names of who's assigned).

  • The step's status: Pending (waiting), Approved, Rejected, Skipped, or Confirmed.

  • For approve-reject steps, individual reviewer-by-reviewer status.

Steps execute in order. When one step completes (all required approvals given), the next step opens. You can watch this progression in real time.

The Audit tab

A timeline of every workflow event — submission, step advancement, approval, rejection, comment, status change. Use this to see when and by whom each action happened.

The Comments tab

Chat-like comment thread where you and reviewers can discuss the item. Comments are sequential, newest at the bottom. Both authors and reviewers can post.

For full coverage of the sidebar, see The Item Workflow Sidebar (Workflow, Audit, Comments).

When the item comes back rejected

Workflows can have rejection policies: when a reviewer rejects an item, what should happen? Two common patterns:

Send-back policy

The item returns to Draft status. You (the author) can edit it freely and re-submit. The workflow restarts (or resumes from the rejected step, depending on configuration).

This is the typical pattern for substantive reviews — Legal Review identifies a constitutional issue with your draft resolution, you fix it, re-submit.

Kill policy

The item moves to Closed - Rejected status. The workflow halts. The author can't edit or re-submit.

When this happens, a danger-styled alert appears at the top of the item display:

[IMAGE: The Item Rejected alert showing the rejecting user and step name]

Item Rejected This item was rejected by [Name] at the "[Step Name]" step and is closed.

This is for terminal rejections — the item is dead. To pursue the same content, you'd create a new item.

A similar alert appears for Cancelled items: Item Cancelled. Cancellation usually happens via Change Status (admin) — see Copying, Restoring, and Changing an Item's Status.

What to do when sent back

For send-back rejections (item returns to Draft):

  1. Read the comments. Reviewers should have left context on the Comments tab about why the item was rejected. If they didn't, ping them.

  2. Check the Audit tab for the formal rejection event.

  3. Edit the item to address the feedback.

  4. Re-submit for review with the changes.

The workflow restarts from whatever the configuration specifies — often the beginning, sometimes from the rejected step.

Authoring notes during workflow

While the item is in Review, you can still:

  • Post comments on the Comments tab. Useful for asking clarifying questions of reviewers or proactively explaining changes.

  • Edit fields that are still author-editable (the workflow may restrict some). For example, you might still be able to update sponsors even when the bulk of the form is locked.

  • Generate or update documents in the Documents section.

  • Add or remove attachments.

Field-level permissions vary by workflow step. See Why Your Form Looks Different Right Now (Workflow Permissions) for the full system.

Common patterns

A few patterns that come up:

"I want to submit this item for review." Open the item. Click Submit For Review. If missing fields appear, click each link to scroll to the field, fill it in, return. Once the dialog shows the confirmation prompt, click Submit For Review to confirm.

"I clicked Submit and a bunch of required fields appeared. Let me fix them quickly." Click each missing field in the dialog. The form scrolls to the field with a red highlight. Fill the field. Repeat for each. Once all are filled, click Submit For Review again.

"My item was rejected and sent back. What do I do?" Read the Comments tab for context. Edit the item to address the feedback. Re-submit.

"My item was rejected with the kill policy. Now what?" The item is closed. If you want to pursue the same content, create a new item (with the lessons learned applied). See Creating an Item: Picking an Item Type.

"I want to know which reviewers have already acted on my item." Look at the Workflow sidebar. Steps with assignees show each reviewer's individual status.

Common questions

Can I submit for review before I've added documents and attachments? Yes — Submit For Review validates required fields, but Document Types and Attachment Types may or may not be configured as required. If they are required, missing ones surface in the validation. If they aren't, you can submit without them.

What if I forgot to add a sponsor and the item went to Review? Sponsors aren't typically required by the validation. You can usually still edit the Sponsors block while the item is in Review (field-level permissions allowing). Make the edit and add a comment explaining the change.

Can I cancel an item that's mid-workflow? Yes, but only via Change Status (typically admin only). See Copying, Restoring, and Changing an Item's Status.

Will reviewers get notified by email? Typically yes — workflow step assignments fire notification emails based on the configured email templates. See Managing Email Templates in the admin docs for the email configuration.

Can I undo a submission? No. Once you click Submit For Review, the workflow starts. To return the item to Draft, a reviewer would have to formally reject (send-back policy) or an admin would have to change status.

Can multiple authors edit a Draft simultaneously? Govinity doesn't lock items for single-editor access. Last save wins. Coordinate with collaborators to avoid losing work.

What if my workflow has a step that isn't required? Workflow steps that aren't required will auto-skip when the workflow reaches them. The Audit tab shows "skipped" entries for these. The item progresses without those reviewers needing to act.

What this article doesn't cover

  • The reviewer's perspective — see Reviewing Items Assigned to You.

  • The workflow sidebar in detail — see The Item Workflow Sidebar.

  • Field-level workflow permissions — see Why Your Form Looks Different Right Now.

  • Configuring workflows — see Managing Item Workflows in the admin docs.

What to read next

  • Reviewing Items Assigned to You — the reviewer's side of the same workflow.

  • The Item Workflow Sidebar — for watching progress in detail.

  • Why Your Form Looks Different Right Now — for the field-level permission system.

  • Copying, Restoring, and Changing an Item's Status — for actions on items mid-workflow.

Need help?

If you can't click Submit For Review (button disabled or missing), check the item's status — only Draft items can be submitted. If the missing-fields list shows fields you don't recognize, they may be required custom fields configured on the item type. For anything else, reach out to Govinity support.

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