ContactCompletion¶

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 ContactCompletion workflow is designed to finalize the processing of a contact once a task is marked as complete. It is triggered by the message Contact.TaskComplete, which indicates that the necessary actions related to the contact have been completed. The outcome of this workflow includes updating contact information, creating and saving documents, and ensuring that all relevant data is stored in the data warehouse.

Key Steps¶

Set user status to indicate workflow initiation.
Tag the workflow with relevant information such as form name and user name.
Ensure required data items exist for processing.
Append necessary sub-tasks and copy data as needed.
Update contact information in the system.
Create and save documents associated with the contact.
Remove any temporary or working data fields.
Finalize the workflow by setting the user status to indicate completion.

Notes¶

No special notes.

Raw Export¶

Versaa_Exports_md/workflows/ContactCompletion_5.md