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ClientVisitAddSelectedMember

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 ClientVisitAddSelectedMember workflow is designed to facilitate the addition of a new member to a household during a client visit. It is triggered by the message "Client Visit.Add New Member." The outcome of this workflow is the successful integration of the selected client as a new household member, ensuring that all relevant data is captured and processed.

Key Steps

  • Set workflow tags based on task data.
  • Tag the form name for identification.
  • Tag the Active Directory user name for tracking.
  • Launch a subworkflow to handle the addition of new household members.
  • Wait for the completion of the subworkflow to ensure all processes are finalized.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientVisitAddSelectedMember_4.md