Simple Appointment Create¶

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 Simple Appointment Create workflow is designed to facilitate the creation of a simple appointment within the Versaa platform. It is triggered by the event message *.CreateSA, which initiates the workflow process. The outcome of this workflow is the successful creation of an appointment, including the generation of a unique diary appointment ID.

Key Steps¶

Unpack data from the triggering event.
Set workflow tag values based on task data.
Assign specific tag values for the form name and Active Directory user name.
Set the task header to correspond with the event form.
Reset the task ID for the new appointment.
Append a blank diary entry for the appointment ID.
Create a lifecycle workflow to manage the appointment.
End the workflow by setting the user status.

Notes¶

No special notes.

Raw Export¶

Versaa_Exports_md/workflows/Simple_Appointment_Create_3.md