sarah.burke38
9 months agoActive Interactor
How to force completion of specific fields as a thread outcome?
Hi Everyone,
Can you please assist me in finding out how to force specific field completion as an outcome on a thread
I'm trying to test the screen below as outcomes and I can't quickly see how t...
zita.white
Iress Team
9 months agoHi sarah.burke38,
I’ve tested the functionality for updating both custom and standard date fields in standalone tasks and tasks within threads, and everything worked as expected.
Starting with a blank date field, I used your task outcome criteria of "task completion date plus 0 days", completed the task, and the date was populated with today’s date. I then changed the task outcome criteria to "task completion date plus 1 day", and upon completing the task, the same field was updated to tomorrow’s date.
Could you please reach out to our support team to raise the issue you're experiencing? They’ll be able to investigate your specific scenario and site configuration.
Regards,
Zita White
Recent Discussions
🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...courtney.youngblutt6 days agoIress Contributor34Views2likes0CommentsWant to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...lachlan.fuller12 days agoIress Contributor118Views6likes5Comments🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt19 days agoIress Contributor27Views2likes0Comments
Related Content
Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025
We've transformed the way you model super and pensions in Xtools+, and it's all based o...