Iress Contributor12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
Hi Courtney,
Can you please assist in setting up templates for OFA's? We have the Fee Consent Section pre-filled for our client base. If there is coding somewhere I have not been able to find it.
It appears that the data is captured across two screens. i.e. amounts, dates etc.
We also want to know how we can code this out into an agreement (Merge doc output) for the Services entitled, where is the best place to save this as not all of our clients are on Platform consent, some will be on Direct Debit. Can this possibly be saved as a benchmark text and dropped into this section?
Are you able to provide the coding for these fields?
Thanks
I tried the code from John Roughton's post and it is only populating ID's and nothing else from the full list of coding. as below
<:let account = $client.fee_consent_account:> Fee consent id: <:=account[‘fee_consent_id’]:> Account id: <:=account[‘account_id’]:> Required: <:=account[‘required’]:> Created by: <:=account[‘created_by’]:> Doc id: <:=account[‘doc_id’]:> Status: <:=account[‘status’]:> Consent next date: <:=account[‘consent_next_date’]:> Consent sent date: <:=account[‘consent_sent_date’]:> Fee start date: <:=account[‘fee_start_date’]:> Fee end date: <:=account[‘fee_end_date’]:> Consent signed date: <:=account[‘consent_signed_date’]:> Advice fee: <:=account[‘advice_fee’]:> Amount: <:=account[‘amount’]:> Amount Percentage: <:=account[‘amount_perc’]:> Advice fee frequency: <:=account[‘advice_fee_frequency’]:> Is fee estimated: <:=account[‘is_fee_estimated’]:> Estimate description: <:=account[‘estimate_description’]:> Services entitled: <:=account[‘services_entitled’]:> Provider status: <:=account[‘provider_status’]:> Sent to provider date: <:=account[‘sent_to_provider_date’]:> Processed date: <:=account[‘processed_date’]:> Processed date: <:=account[‘processed_date’]:>
- courtney.youngblutt
For the xmerge syntax, the code in John Roughton’s article should work. Note though that there are 2 different sets of code, depending on whether you are merging the template from the Fee Consent area (if you are, you need to link the template to the Fee consent template section in the area shown in the above screenshot) or you are merging it as a normal xmerge template from the merge reports area of a client record.
<:let account = $client.fee_consent_account:> will only work if the document is saved as an Xmerge template and linked to the Fee Consent area.
<:for account in $client.fee_consent_accounts:> should be used if wanting to merge the template from the merge templates area
If you are still struggling with the code you can raise an Xmerge Connect request through Iress Connect and the team can help you out.
(If the above does not make sense, please let me know!! And I can try to explain it again. 😁 )
- courtney.youngblutt
sally.warncken - xmerge code for the fee consent area. 😊
Thank you Courtney, yes I've tried everything i can to get the code to work. I need help looks like I will need go through Iress connect as I thought I had chosen the Fee Consent area coding. would be good if the code and instructions could be included in the coding library.
- courtney.youngblutt
Thanks Sarah -send it through and I'll give the Technical Services team a heads-up that it is coming. The team are in the middle of updating the coding library at the moment so your feedback is very timely! I'll pass it on and get the details added so it is easier to find. Thank you!!
- courtney.youngblutt
felicity.eardley - see above for details on the xmerge code for the OFA & Fee Consent area.
