dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
8 months ago

Xport docnote Xmerge attachment Template Name

Is it possible to include a XMERGE docnote attachment Template Name in an Xport?
xplan
dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
8 months ago

Thank for your response Courtney. I'm trying to identify the Invoice templates being used and exporting the Template Name from docnotes seemed to be the best way to do this as they are autosaved. I've already run the Xport you suggested but it doesn't include Template Name.

 

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Xplan Expert rankXplan Expert
    8 months ago

    Hi dianne.preece.0, oh I see - you won't be able to export the Template Name unfortunately. The template name is essentially just the name of the folder that the merge template is saved under.

    You'll need to find something that each note added to a client has in common and that can be used to identify which template was run.

    For example, can you look at the notes types and subtype, the note subject or the text in the note, or perhaps a combination of these.

    Do all the notes you are looking for have 'Invoice Master Template.doc in the body text? If there is nothing that these notes have in common then it is going be very difficult to identify them unfortunately.

     

    Moving forward, setting up a template to use a specific note template can help, or using the xmerge code to rename the output, but that doesn't help you right now.

     

    ........I'm now wondering if anyone else in the community has come across a way to solve for this, and I am just not thinking outside of the box enough.....

     

     

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