I am attempting to create a workflow where a form is began to define expense categories, the responses are recorded by a manager, then the responses automatically update the budget dataset in an ETL process.
In between the recorded responses and the automatic update of the ETL is about 7 days, as that is the length of time we designate to run our GL data. I want to be able to, in an app, have managers record a form and instantly see their pending descriptions, so that they do not update and wonder where their work went. Then, when the GL data / ETL updates, I want to remove those responses from the recorded response.
I have created the form, but have no idea how to query the responses correctly. I do not understand why the append to dataset function has the selections that it does. Any guidance, preferably with some kind of visual aid, would be very welcome.