ClientVisitRequestContacts¶
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 ClientVisitRequestContacts workflow is designed to manage requests for client visit contacts related to a specific tenant. It is triggered by the message "Client Visit.Request Contacts." The outcome of this workflow is the successful compilation and tagging of relevant contact information for both clients and tenants, facilitating effective communication and follow-up.
Key Steps¶
- Set workflow tags based on task data.
- Tag the form name for identification.
- Tag the Active Directory user name for tracking.
- Append client contact information to the workflow.
- Append tenancy contact information to the workflow.
- Conclude the workflow by removing processing data.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/ClientVisitRequestContacts_4.md