BuildPreloadedClientVisit¶
Generated page — confirm before relying on it
Written automatically from the Versaa export of 20/08/2026. It has not been reviewed by anyone, and it describes what was exported on that date — not what is in Management Studio right now.
Version numbers are deliberately omitted. The export filename does not reliably identify the active version and can carry a Test or Live record, so any number here would be untrustworthy. Check the version in Management Studio.
Purpose¶
The BuildPreloadedClientVisit workflow is designed to prepare and load client visit data into the system. It is triggered by the need to create a preloaded visit entry, ensuring that all necessary data is available and correctly formatted. The outcome of this workflow is a comprehensive dataset that includes client visit details, ready for further processing or review.
Key Steps¶
- Tag the form and user information for identification.
- Append necessary parameters and home address details.
- Ensure required data items (string, date, and integer) exist for the visit.
- Duplicate and set up contact action data.
- Add the finalized client visit data to the system.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/BuildPreloadedClientVisit_4.md