Review Templates

Review templates define the structure and interface for human reviews in HITL.sh. They specify what content gets reviewed, what input you collect from reviewers, and how the review interface looks and behaves.

Template Basics

What Are Templates?

Templates are reusable configurations that define:

Review fields: What information reviewers provide
Content display: How AI-generated content is shown
Validation rules: Required fields and data formats
Interface layout: How the review form is organized
Styling: Custom appearance and branding

Template Structure

Every template consists of:

{
  "id": "template_123",
  "name": "Content Review",
  "description": "Review AI-generated content for quality and accuracy",
  "fields": [...],
  "settings": {...},
  "styling": {...}
}

Field Types

Text Fields

Basic text input:

{
  "name": "feedback",
  "type": "text",
  "label": "Provide feedback",
  "placeholder": "Enter your comments here...",
  "required": true,
  "max_length": 1000
}

Rich text with formatting:

{
  "name": "detailed_feedback",
  "type": "rich_text",
  "label": "Detailed feedback",
  "required": false,
  "toolbar": ["bold", "italic", "bullet", "number"]
}

Boolean Fields

Simple approval/rejection:

{
  "name": "approved",
  "type": "boolean",
  "label": "Approve this content",
  "required": true,
  "default_value": false
}

Multiple checkboxes:

{
  "name": "quality_checks",
  "type": "checkbox_group",
  "label": "Quality checks passed",
  "options": [
    {"value": "grammar", "label": "Grammar and spelling"},
    {"value": "factual", "label": "Factual accuracy"},
    {"value": "tone", "label": "Appropriate tone"},
    {"value": "compliance", "label": "Compliance requirements"}
  ],
  "required": true
}

Selection Fields

Single choice:

{
  "name": "severity",
  "type": "select",
  "label": "Issue severity",
  "options": [
    {"value": "low", "label": "Low - Minor issue"},
    {"value": "medium", "label": "Medium - Needs attention"},
    {"value": "high", "label": "High - Critical issue"}
  ],
  "required": true
}

Multiple choice:

{
  "name": "categories",
  "type": "multi_select",
  "label": "Content categories",
  "options": [
    {"value": "tech", "label": "Technology"},
    {"value": "business", "label": "Business"},
    {"value": "health", "label": "Health & Wellness"},
    {"value": "lifestyle", "label": "Lifestyle"}
  ],
  "required": false
}

File & Media Fields

File uploads:

{
  "name": "supporting_docs",
  "type": "file",
  "label": "Supporting documents",
  "accept": [".pdf", ".doc", ".docx"],
  "max_size": "10MB",
  "multiple": true,
  "required": false
}

Image review:

{
  "name": "image_quality",
  "type": "image_review",
  "label": "Review generated image",
  "tools": ["approve", "reject", "annotate"],
  "required": true
}

Specialized Fields

Rating scales:

{
  "name": "quality_score",
  "type": "rating",
  "label": "Overall quality score",
  "scale": 5,
  "labels": ["Poor", "Fair", "Good", "Very Good", "Excellent"],
  "required": true
}

Date/time inputs:

{
  "name": "publish_date",
  "type": "datetime",
  "label": "When should this be published?",
  "min_date": "today",
  "required": false
}

Template Editor

Visual Editor

Workflow Designer

Learn how to use the visual template editor to create and customize templates.

Editor features:

Drag-and-drop interface: Build templates visually
Live preview: See changes in real-time
Field library: Pre-built field components
Template gallery: Reusable template patterns

Code Editor

Advanced customization:

{
  "name": "Advanced Content Review",
  "description": "Multi-stage content review with conditional fields",
  "fields": [
    {
      "name": "content",
      "type": "content_display",
      "label": "Content to review",
      "editable": true,
      "required": true
    },
    {
      "name": "initial_approval",
      "type": "boolean",
      "label": "Initial approval",
      "required": true
    },
    {
      "name": "technical_review",
      "type": "boolean",
      "label": "Requires technical review",
      "required": false,
      "conditional": {
        "field": "initial_approval",
        "value": true
      }
    },
    {
      "name": "technical_feedback",
      "type": "rich_text",
      "label": "Technical feedback",
      "required": false,
      "conditional": {
        "field": "technical_review",
        "value": true
      }
    }
  ]
}

Template Settings

Review Behavior

Review settings:

{
  "settings": {
    "auto_assign": true,
    "assignment_strategy": "round_robin",
    "timeout_hours": 24,
    "allow_reassignment": true,
    "require_comments": false,
    "approval_threshold": 1
  }
}

Assignment options:

Round-robin: Distribute reviews evenly
Load balancing: Assign based on reviewer capacity
Skill matching: Match reviewers to content type
Manual assignment: Let workflow owners assign

Validation Rules

Field validation:

{
  "fields": [
    {
      "name": "email",
      "type": "email",
      "label": "Contact email",
      "validation": {
        "required": true,
        "pattern": "^[^@]+@[^@]+\\.[^@]+$",
        "custom_message": "Please enter a valid email address"
      }
    }
  ]
}

Cross-field validation:

{
  "validation": {
    "rules": [
      {
        "condition": "field('approval') == false",
        "required_fields": ["feedback", "rejection_reason"],
        "message": "Feedback and rejection reason required when rejecting"
      }
    ]
  }
}

Template Styling

Visual Customization

Branding options:

{
  "styling": {
    "primary_color": "#6366F1",
    "secondary_color": "#8B5CF6",
    "logo_url": "https://company.com/logo.png",
    "custom_css": ".review-form { font-family: 'Inter', sans-serif; }"
  }
}

Layout options:

Theme: Light, dark, or custom
Layout: Single column, two column, or custom grid
Spacing: Compact, comfortable, or spacious
Typography: Font families and sizes

Responsive Design

Mobile optimization:

Touch-friendly: Large buttons and touch targets
Responsive layout: Adapts to any screen size
Offline support: Work without internet connection
Progressive web app: Install as mobile app

Template Management

Organization

Template categories:

{
  "category": "content_review",
  "tags": ["marketing", "blog", "social"],
  "priority": "high",
  "version": "1.2.0"
}

Template hierarchy:

Base templates: Reusable foundation templates
Specialized templates: Domain-specific variations
Template inheritance: Extend and modify existing templates

Version Control

Template versions:

{
  "version": "1.2.0",
  "changelog": [
    "Added quality rating field",
    "Updated validation rules",
    "Improved mobile layout"
  ],
  "deprecated": false,
  "migration_guide": "https://docs.hitl.sh/migration-v1.2"
}

Version management:

Semantic versioning: Major.minor.patch
Backward compatibility: Maintain existing workflows
Migration tools: Automatic template updates
Rollback support: Revert to previous versions

Best Practices

Template Design

Design principles:

Keep it simple: Focus on essential review criteria
Clear instructions: Help reviewers understand expectations
Efficient layout: Minimize clicks and scrolling
Mobile first: Ensure good experience on mobile devices

Field organization:

Logical flow: Group related fields together
Progressive disclosure: Show advanced options when needed
Default values: Pre-fill common responses
Help text: Provide context and examples

Performance Optimization

Template efficiency:

Minimize fields: Only collect necessary information
Conditional logic: Show fields only when relevant
Caching: Cache template definitions for performance
Lazy loading: Load complex fields on demand

Accessibility

Accessibility features:

Screen reader support: Proper labels and descriptions
Keyboard navigation: Full keyboard accessibility
High contrast: Support for high contrast themes
Font scaling: Adjustable text sizes

Template Examples

Content Moderation

Simple approval template:

{
  "name": "Content Moderation",
  "fields": [
    {
      "name": "content",
      "type": "content_display",
      "label": "Content to moderate",
      "editable": true
    },
    {
      "name": "approved",
      "type": "boolean",
      "label": "Approve for publication",
      "required": true
    },
    {
      "name": "moderation_notes",
      "type": "text",
      "label": "Moderation notes",
      "required": false
    }
  ]
}

Code Review

Technical review template:

{
  "name": "Code Review",
  "fields": [
    {
      "name": "code",
      "type": "code_display",
      "label": "Code to review",
      "language": "python",
      "editable": true
    },
    {
      "name": "quality_score",
      "type": "rating",
      "label": "Code quality",
      "scale": 5
    },
    {
      "name": "security_review",
      "type": "boolean",
      "label": "Security review passed",
      "required": true
    },
    {
      "name": "technical_feedback",
      "type": "rich_text",
      "label": "Technical feedback"
    }
  ]
}

Data Validation

Data quality template:

{
  "name": "Data Validation",
  "fields": [
    {
      "name": "data_sample",
      "type": "table_display",
      "label": "Data sample for review"
    },
    {
      "name": "validation_checks",
      "type": "checkbox_group",
      "label": "Validation checks passed",
      "options": [
        {"value": "completeness", "label": "Data completeness"},
        {"value": "accuracy", "label": "Data accuracy"},
        {"value": "consistency", "label": "Data consistency"},
        {"value": "timeliness", "label": "Data timeliness"}
      ]
    },
    {
      "name": "data_quality_score",
      "type": "rating",
      "label": "Overall data quality",
      "scale": 10
    }
  ]
}

Next Steps

Workflow Designer

Learn how to use the visual template editor to create templates.

Field Types

Explore all available field types and their configuration options.

Template Examples

See more template examples and use cases.