ClientVisitSelfSchedule¶
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 ClientVisitSelfSchedule workflow is designed to manage the self-scheduling of client visits. It is triggered by a message indicating a client visit request. The workflow processes this request, sets relevant tags, and ultimately creates tasks for the client visit, ensuring that all necessary information is captured and communicated.
Key Steps¶
- Set workflow tags based on task data.
- Assign the form name and Active Directory user name as tags.
- Create a client visit task workflow extension.
- Append a message indicating that the request has been actioned.
- Remove any processing data once the workflow is complete.
- Optionally, create another client visit task workflow extension based on specific conditions.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/ClientVisitSelfSchedule_6.md