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When a project holds edits on drafts, its review rules decide what a draft needs before it can be saved to main — for example, an approval from a second person and passing tests. The review happens in the editor: the reviewer sees exactly what changed, comments on the elements, and approves or requests changes. Every step is recorded, so you can show later who checked a change and when.

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Prerequisites

  • The project’s change workflow is Pending changes + Save.
  • At least one review rule is turned on (see below). A workspace owner sets both.
  • For Four-eyes approval, a second member in the workspace who can review.

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Set up review rules

Review rules live in the same place as the change workflow: Projects › ⋮ on the project card › Settings › Change Workflow › Review rules. Select a rule to turn it on, then click it to see its settings. The Review rules in the project settings — Four-eyes approval and Test execution success are on; Four-eyes approval is selected and shows Enforce, Minimum approvals 1, Exclude author, and Require assigned reviewers Each rule can Enforce — then the draft cannot be saved until the rule passes — or only warn, if you leave Enforce off. Four-eyes approval has three more settings:
  • Minimum approvals — how many approvals the draft needs
  • Exclude author — the author’s own approval does not count (on by default)
  • Require assigned reviewers — every assigned reviewer must approve, in addition to the minimum
Leapter also checks the Merge status of every draft, whether you turn on rules or not — see When main has moved on.
An approval counts only for the version it was given on. If the draft changes afterwards, the reviewer has to decide again.

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The Review & Delivery panel

Click the stream pill at the bottom of the editor to open Review & Delivery for the draft you are on. The Review & Delivery panel of a draft in review — the title and description, What's changed with Review, Save, Rename, and Discard, resolved review comments, the reviewer Preusso with Approved, and the checks Merge status, Test execution success, and Four-eyes approval, all passed

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Review a draft, step by step

The example below follows a change to the Loan Application Scorecard: the author lowers the affordability limit from 40% to 35%, and a colleague reviews it.

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1. Move the draft to review

On the draft, open Review & Delivery and click Move to review. Give the review a title and, optionally, a description — Markdown is supported, and Preview shows how it will look. The Move to review dialog with the title Lower the affordability limit to 35% and a description in Markdown Leapter checks the rules right away — for example, it runs the test suites. Your changes stay editable while the review runs; every new version is checked again.

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2. Assign a reviewer

Under Reviewers, click Assign reviewer and pick a member of the workspace. Assigning someone does not send them a notification — share the link to the draft with them, or @mention them in a comment. Any member of the workspace can review, assigned or not.

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3. Review the changes

The reviewer opens the draft and clicks Review in Review & Delivery. The editor switches to Draft Review: unchanged parts are greyed out, every changed element is marked MODIFIED with the old value struck through in red and the new one in green, and the Diff Summary at the bottom lists every change. Draft Review of the Quick Affordability Check — the section Compare With Income is marked as modified, its description shows 40 struck through and 35 added, the Diff Summary lists the changes from Review Draft to main v9, and Your review offers Approve To comment on a step, maximize its section, select the step, and click Add comment in the node toolbar. In Draft Review, your comments are Pending: only you can see them until you submit your review. Discard my draft comments throws them away. A pending comment — the step Within the 40% limit in a maximized section, and under Your draft comments the question Has the risk team signed off on 35%? with the Pending badge and 1 comment waiting to be submitted When you are done, write an optional summary under Your review and choose:
  • Approve — the change can go to main
  • Request changes — the author has to change something first
  • Comment only — share comments without a decision
The author sees your decision and your comments right away. Click × on the Draft Review pill to leave the review.
Comments you write outside Draft Review are published immediately instead of waiting for your review.

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4. Respond to the review

The author answers each comment under Review comments with Reply and marks it Done when it is settled. When the author changes the draft, the reviewer’s earlier decision no longer counts, and they see The draft changed after your review — decide again to keep it counting.

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5. Save the draft to main

When every enforced rule passes, Save becomes available. Click it and confirm. The draft’s changes become the new version of main, and the Timeline records the change with Open review, so you can reopen the review later, read-only.
With Four-eyes approval enforced and Exclude author on, you cannot approve your own draft. Make sure a second member can review before you enforce the rule.

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Review history

Click the clock icon in What’s changed to open the Review history: every version, reviewer assignment, decision, and comment, with names and timestamps, and the current state of each rule. The Review history — versions v1 to v4 by René, the reviewer assignment, Preusso requesting changes with one comment, and Preusso approving v4, followed by the current rule checks

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When main has moved on

If someone saved another draft to main while you worked on yours, the Merge status check tells you:
  • If your changes and theirs do not overlap, the draft can still be saved. Update from main in the check rebuilds your draft on top of the latest main, so you review and test against the current state.
  • If both changed the same elements, Merge status reports the conflicting changes. View conflicts lists them.

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What to do next