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

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...
practice management
xplan
zita.white's avatar
zita.white
Icon for Xplan Product rankXplan Product
2 years ago

Hi 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

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