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ClientVisitAddSelectedApplicnt

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

This workflow is designed to facilitate the addition of a selected client as a new applicant during a client visit. It is triggered by the event message Client Visit.AddNewSecApplicant. The outcome of this workflow is the successful initiation of a subworkflow that handles the details of adding the new applicant.

Key Steps

  • Set workflow tags based on task data.
  • Assign the form name to a workflow tag.
  • Assign the Active Directory user name to a workflow tag.
  • Launch a subworkflow dedicated to adding new applicants.
  • Wait for the completion of the subworkflow.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientVisitAddSelectedApplicnt_1.md