Convert WebForm | \Models\BUDKEYATT.wdl

Convert WebForm | \Models\BUDKEYATT.wdl

• How it starts:

  • Trigger type: Form triggered (when a web form is accepted)

  • Trigger object/event: WebForm / ACCEPT

  • Form URL: %BASE%/workflow/custom/budkeyatt.asp?Key=%KEY%

• Overall purpose:

  • Collect an approval and a role-based check, then automatically update a General Ledger key (“glk_key_mstr”) with budget settings taken from the submitted form. Designed to work with attachments.

Process steps (main flow)

1. Start

2. A1 – User Approves Request

   • Assigned to: the request creator (_CREATOR)

   • Task type: approval (Bt50wf.TaskApprovals)

   • Display text: “BUD KEY ATT”

   • Visibility rule: only shown when BUDFLAG = "1234"

   • Timeout behavior: will keep retrying (no hard timeout)

   • On completion: goes to Budget Check (A3)

3. A3 – Budget Check

   • Assigned to: role WFGEN03

   • Task type: approval (Bt50wf.TaskApprovals)

   • Timeout behavior: will keep retrying (no hard timeout)

   • On completion: goes to Update Key (A4)

4. A4 – Update Key (automated system step)