Articles on: Workday

Configbot WD - Business Process Guide (Help Text & Related Worklets)

This Guide will help you in understanding the Data type in different columns of Business Process Help Text and Related Worklets Screen.

The Business Process includes two screens: Help Text and Related Worklets. Data entry in these screens is dependent on the selected Step Type. Therefore, information must be entered in the sheet according to the specific Step Type, as each Step Type has its own data dependencies and requirements. Please note these columns can be verified from business process sheet from which the data is fetched.

Screen: Help-Text

Type: Initiation
step column + business process type column (e.g : a - 1099 Adjustment)

Type: To Do
step column + step type column + specify column (e.g: b - To Do: Recurring Checkpoint)

Type: Approval
step column + step type column + group column (e.g : b - Approval by Accounting Manager)

Type: Action
step column + specify column (e.g: b - Review Account Certification)

Type: Approval Chain
step column + step type column + group column (e.g : d - Approval Chain by Manager)

Type: Checklist
step column + specify column (e.g: d - Update Working Time Checklist)

Type : Review Documents
step column + Step type column (e.g: c - Review Documents)

Type: Consolidated Approval
step column + step type column + group column (e.g: f - Consolidated Approval by Manager)

Type: Consolidated Approval Chain
step column + step type column + group column (e.g: f - Consolidated Approval by Manager)

The Help Text screen is not available for the following Step Types due to system data dependencies:

Batch/Job
Report Group
Report
Complete Questionnaire
Service
Integration

Therefore, users cannot configure or add Help Text for these Step Types. When populating the sheet, no Help Text data should be provided for these Step Types.

Screen: Related Worklets