Xplan Expert🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows?
With just a few lines of code, you can target contact details, user fields, adviser roles, and even partner relationships. It’s a game-changer when you need ultra-targeted search results—especially for reporting, segmentation, or compliance checks.
Let’s unpack what’s possible.
🧠 What is Search Syntax?
Search syntax allows you to write logical search queries directly using Xplan’s internal field references. This unlocks additional fields that aren't always available via the standard Advanced Search screen—think adviser roles, contact fields, and even partner data.
The general format looks like this:
<:let result = $entity.compare('field_path', 'operator', 'value'):>
And you enter it here
💡 Practical Examples You Can Try
Cleaning up data gaps - Find clients where Date of birth is blank
Client
Partner
Find clients with a service adviser named Jack Smith
OR done as multiple lines
You can also use these adviser roles:
- client_adviser_service
- client_adviser_paraplanner
- client_adviser_investment
…and more!
🧪 Pro Tips
Syntax search is case-sensitive—double-check spelling!
You can mix syntax and standard search criteria for hybrid searches.
Saved Syntax can be reused across searches, reports, and bulk actions.
Have a go at writing your own syntax—or try tweaking one of the examples above to fit your client data.
👇 Already using search syntax like a pro? Share your favourite syntax use cases in the comments—we’d love to see them in
