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ClientRequestContacts

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 ClientRequestContacts workflow is designed to manage requests for client contact information. It is triggered by the message "Client.Request Contacts," which initiates the process of tagging and appending relevant client contact data. The outcome of this workflow is the successful organization and storage of client contact requests for further processing.

Key Steps

  • Set workflow tags based on task data.
  • Tag the form name for identification.
  • Tag the Active Directory user name for tracking.
  • Append the requested client contacts to the workflow.
  • End the workflow and remove any processing data.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientRequestContacts_4.md