sarah.burke38's avatar
sarah.burke38
Active Interactor
2 years ago

How do you make the outcome of a task within a thread optional?

Hi,

How do I have an outcome that is optional in a thread i.e

1. Meeting outcome is proceed to Projections and submit third parties (Trigger two new threads) or

2 Proceed to Projections thread, - no third parties to trigger.(Trigger one thread)

Can you please advise how this can be done?

Thanks

Sarah

2 Replies

  • martin.joughin's avatar
    martin.joughin
    Valued Supporter
    2 years ago

    Hi sarah.burke38 

    When you are setting up a task there is an Outcomes tab where you can add as many outcomes as you'd like. When you are adding a new outcome, or editing an existing outcome, you can choose Multiple Actions. Click the + sign to add a new action e.g. start a thread. You can add as many actions as you need. I hope this helps.

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content