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ClientVisitClientsSearch

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 ClientVisitClientsSearch workflow is designed to search the QL database for clients that match specified criteria when triggered by the Client Visit.ClientsSearch message. It captures relevant data about the client visit and appends the search results to the workflow. The outcome of this workflow is a comprehensive list of clients that meet the search parameters, along with their visit history.

Key Steps

  • Set the workflow tag for the form name.
  • Set the workflow tag for the Active Directory user name.
  • Perform a search in the QL database for matching clients.
  • Append the visit history for the found clients.
  • End the workflow and remove any processing data.

Notes

No special notes.


Raw Export

Versaa_Exports_md/workflows/ClientVisitClientsSearch_6.md