Find subject in Mosaic forms for group working

You can enable the ‘Find’ button in a subjects table to add subjects to a group-enabled workstep. This lets you add more people to the workflow step. It’ll either add them to the existing group the workstep is on, or create a new group if it started from an individual person record. It also lets you find a single subject in a workstep without subjects.
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You can only find subjects within a workstep for initiating worksteps - worksteps that begin a workflow. Mosaic is designed to only allow people to begin a workflow from specific points, which are the initiating worksteps. Adding them later bypasses this feature. This could cause system errors, miss critical workflow steps, and create reporting issues.
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If you need to add a subject to a workflow after it’s started, you should add the subject to the group and create an initiating workstep for them individually. They should follow the workflow through, to ensure they complete all the appropriate steps. Then, you should merge them into the group when they have an incoming workstep that’s the same type as a current group workstep. In this case, you should start the group workstep and leave the individual one unstarted. The worker should have the right permissions to allow merging. They’ll see the merge icon in the group workstep top menu bar, which lets them merge the individual person’s step at this point.
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When you're recording visits for a group, there might be multiple times when not all group members are present for the same visit. In this case, you can split the visit step before completing it. This creates a separate workstep for any subjects who weren't present. The workflow will continue separately for the visits. But if at a later point the subjects are all present together, you can start one workstep as above, and merge the matching unstarted one. This could happen at multiple points during the visit workflow.