courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
8 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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felicity.eardley's avatar
felicity.eardley
Active Interactor
8 months ago

Hi Courtney,

I want to filter by "[Key Details] Use Master Entity's Opt-in Details" in Advanced searches and only return data for those = 0  i.e. not using the Master Entity Opt-in Details.

This field is not available and appears to be locked down, so I am unable to make it searchable.

How can I get this search to work please?

I'm using it in Scheduler to start my Fee Consent threads so it's critical the Advanced Search is returning the correct data.

Thanks, Felicity

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

Just posting here as well felicity.eardley​ for visibility in case others stumble across this post.

🎉 You asked, we listened!!!😁

The Master Entity's Opt-in Details' is now searchable, which means you can use this in Advanced Search and configure it as a trigger for Scheduler - thanks zita.white​ and your amazing team!!

And thanks to you felicity.eardley​ for providing the details of what you needed and why. Very much appreciated. And very cool to see this function out there in the wild!

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