margaux.bugante's avatar
margaux.bugante
Active Interactor
2 years ago

Xplan Tasks: Cut-off time

Hi everyone! First time posting here :) Just wondering if there is a way to automatically add one day to a due date if the task was activated after business hours? For example, if a Prepare Plan task was completed by an adviser after 5pm on Monday, the Peer review task (which has a due date condition of 3 business days after activated) will now be due on Friday instead of Thursday? At the moment, we have to manually adjust the due dates for these scenarios. Any ideas, Anonymous ?

xplan

4 Replies

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi margaux.bugante

    You've hit the ground running with a really good question :)  I have an idea in mind which may help but I've reached out to some very knowledgeable colleagues to see if they have any better thoughts on how this could be achieved.  

    I'll share an update tomorrow but in the meantime would be great to hear from any other Advisely members if they've tackled this or something similar.

    Thanks again,
    Matthew

    • Anonymous's avatar
      Anonymous
      2 years ago

      Hi margaux.bugantewe have an idea which may help but it's not an automated solution as would be the ideal.  Having the task system provide more flexibility for public holidays & after hours like this is something we are keen to improve in the future but hopefully this option assists in the meantime:

      • Add a new outcome to your original Prepare plan task for users to select when its after hours eg, "Complete (after hours)"
      • Add a new Peer review task to your workflow which will only be activated when that after hours outcome is selected and it will bet set to 4 business days instead of 3.
      • Any task that comes after the Peer review will also need to be updated with an OR activation condition to account for the new Peer review task.

      Thanks again for raising this question, we've recorded down this use case as part of our Tasks product feedback.

      Thank you,
      Matthew

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