courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
11 months ago

12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan?  For example, curious about using advanced search criteria and Xport to audit...
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sarah.burke38's avatar
sarah.burke38
Active Interactor
10 months ago

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's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
10 months ago

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. 😁 )

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