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ClientVisitStart

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 ClientVisitStart workflow is designed to initiate the process when a "Client Visit.Start Form" message is received. This workflow captures essential information related to a client visit by setting specific tags based on the form data. The outcome of this workflow is the organization and tagging of visit-related information for further processing.

Key Steps

  • Triggered by the receipt of a "Client Visit.Start Form" message.
  • Sets workflow tags based on task data.
  • Tags the form name for identification.
  • Tags the Active Directory (AD) user name associated with the visit.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientVisitStart_4.md