SharepointFinancialAssessment¶
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 SharepointFinancialAssessment workflow is designed to generate and save a financial assessment document for tenants. It is triggered by a specific message event related to financial assessments. The outcome of this workflow is the creation and storage of the financial assessment document along with its associated metadata in a designated location.
Key Steps¶
- Set workflow tags based on task data.
- Create the financial assessment document using a predefined template.
- Unpack data from the triggering event.
- Save the generated document to the file system.
- Extract and format metadata related to the document.
- Save the metadata file to the specified location.
- Append the save location data item for future reference.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/SharepointFinancialAssessment_52.md