Reviews
Creating A Review
What each step in the review modal is for and how to use it well.
What this page is for
This page explains the review modal step by step so you know both what each step does and why it exists.
When to use it
Read this when:
- you are queueing a review for the first time
- the stepper feels dense or unclear
- you want to understand why the flow changes between stored credentials and token mode
How to use it
Customer
Choose the customer unless you launched the modal from a customer page, in which case the product already knows the context.
This step exists so the review, connection options, and report history all end up in the right place.
Authentication
Choose between:
- stored credential
- access token
This step exists because the rest of the flow depends on that decision.
Connection or access token
This step changes depending on the auth method:
- with a stored credential, choose a saved Azure connection
- with a token, paste a valid Azure Management API token
Hygiara validates token mode before continuing because it is better to fail here than to queue a review that never had valid access.
Subscriptions
This step only appears for stored-credential reviews.
Use it to search, page through, and select the subscriptions that should be included. Token mode skips this because all accessible subscriptions are already implied by the token.
Options
This is where review-level toggles live. Right now the main one is ESLZ.
Confirm
This step exists to stop accidental queueing with the wrong customer, wrong auth method, or wrong scope.
Reaching this step does not create the review. Clicking Queue Review does.
What to expect
The review modal is intentionally sequential. It should feel like a short workflow, not a form you have to decipher all at once.
Common mistakes
- picking the wrong customer in a generic launch flow
- assuming token mode will show a subscriptions step
- skipping over the confirm step as if it is decorative
- enabling ESLZ before proving the basic review flow works