🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workflows in Xplan create efficiencies and streamline processes. We also know that it can be tricky when starting out and hard to decide what workflow automation features will work best for you and your business. That's why we created the Workflow Starter Kit – your go-to resource for self-serve workflow creation. It's a starting point, aimed at empowering you to streamline your processes and realise the full potential of Xplan workflows. Here's what you can expect: 🔹 Four simple, importable workflows to get you started. 🔹 Easy-to-follow setup instructions for a seamless experience. 🔹 Creative automation ideas to spark your customisation. 🔹 Direct links to essential learning guides for deeper understanding. Ready to dive in? The Workflow Starter Kit is now available in the Iress Learning Centre. Discover how you can easily enhance your Xplan experience and unlock new levels of productivity! If we've missed the mark and you don't find this guide helpful, or you're still confused about what to do, let us know so we can make it better! If you do find this resource helpful, also let us know, so we can put together more resources like this one! You can provide feedback via Iress Connect, your Relationship Manager or directly to me right here on Advisely! 📺 Want to know more? We are holding an introductory webinar on Tuesday, 26 August 12:00 pm to 12:45 pm (AEST). Register here: Workflow Starter Kit Introductory WebinarBest Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant third-party access to their Xplan site—what key considerations should be kept in mind when adding or removing clients from user groups to ensure appropriate access and data security? Thanks in advance for sharing your insights 🙏🤓Xplan Hint: Validate data with Regex
Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for data validation, they act like a strict quality controller for your text fields! You can use Regex to enforce specific formats, significantly improving the accuracy and consistency of your data. Why Use Regex for Data Validation? Regex is invaluable for: Enforcing Data Formats: Ensure that information entered into text fields (like email addresses, phone numbers, or ABNs) strictly conforms to a predefined structure. Improving Data Quality: Drastically reduce errors and inconsistencies, making your data more reliable for reporting and analysis. Automating Checks: Automatically prevent entries that don't meet your specified criteria, saving you manual correction time. How Does it Work? Data validation rules apply a Regex pattern to a string field to check if the field's content matches the specified pattern. Here are some Regex patterns you can use for validating data: Validating a 4-Digit Postcode: Pattern: ^\d{4}$ Use Case: Validate a 'Postcode' field to ensure it's exactly four digits (e.g., 4000). Explanation: ^ (start of string), \d matches any digit (0-9), {4} specifies exactly four occurrences, $ (end of string). Validating an Australian Business Number (ABN - 11 digits): Pattern: ^\d{11}$ Use Case: Ensure an 'ABN' field contains exactly 11 digits (e.g., 12345678901). Explanation: ^ (start of string), \d{11} (exactly 11 digits), $ (end of string). Validating an Email Address: Pattern: ^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$ Use Case: Apply this to the Contact|Detail field to ensure entries are valid email formats (e.g., name@domain.com). Explanation: This pattern checks for a sequence of alphanumeric characters, periods, underscores, percent signs, pluses, or hyphens, followed by an '@' symbol, then another sequence for the domain, a literal dot \., and finally at least two letters for the top-level domain. The ^ signifies the start of the string, and $ signifies the end, ensuring the entire string matches the pattern. Validating an Australian Mobile Phone Number: Pattern: ^(04)\d{8}$ Use Case: Ensure a 'Mobile Number' field only accepts standard 10-digit Australian mobile numbers starting with '04' (e.g., 0412345678). Explanation: ^ (start of string), (04) (must start with "04"), \d{8} (followed by exactly 8 digits), $ (end of string). You may have noticed that mobile number and email address are entered into the same field Contact| Detail. This field is used for all number and address inputs in the contact group, eg home phone, sms email, home/work/other email. Good news, you can combine Regex validations to get the desired result. Pattern: ^(?:[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}|(04)\d{8})$ Use Case: This will accept values for both the email and mobile numbers as above. You may need to expand this further if you are capturing more types of data. Practical Application: Let's build validation for the contact group where you have email, mobiles and land lines. Step 1: Summarise examples of the data you want to validate. Ensure your format is consistent. Email Mobile Land Line user@gmail.com 0412 345 678 07 3123 4567 user@gmail.com.au 0444 444 444 03 2654 4568 user.name.123@domain.com 0498 765 432 02 5287 4658 user.name.123@domain.com.au Step 2: Use AI to generate the Regex code Step 3: Copy the code provided Step 4: In Xplan field definitions, go to the Contact group and Detail field Step 5: Paste your validation code, enter your fail message Step 6: Test, test and test some more. Ensure you check values that should AND shouldn’t pass. Use the Test value field and Test button. You will get one of the following messages: Step 7: Once all your positive and negative tests have passed hit Save. Benefits you'll see Higher Data Accuracy: Get cleaner, more reliable data from the moment it's entered. Reduced Manual Effort: Spend less time correcting formatting mistakes. Consistent Reporting: Build reports with confidence, knowing your underlying data is consistent. By leveraging these Regex patterns, you can significantly enhance the data integrity within Xplan!Xplan Diary ical.ics (Outlook)
Hi all Wondering if anyone can assist with the issue I am having within our business from the ical.ics invitation we receive from Xplan Diary to our Outlook accounts. We receive the invite but the "Show as" comes through as "Free" and we would like this to always come through as "Busy". Please note this is only happening from Xplan. courtney.youngblutt🤓Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word?
Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format. First, figure out which tables you use most often. Then, go to Administration > Templates > Table format and set up how you want your tables to look. Download the Xword toolbar, use it to get the code for your table, and then just add format='ABCDE' to the end of that code (make sure ABCDE is the name of your table format!). And boom! You're ready to merge! 💡 Pro tip for virtual / outsource Paraplanners: If you work on different sites, make one Word document with all your go-to tables. Then, on each site, create a table format that matches that practice's branding but give it the same name on every site. This way, you can reuse your coded document everywhere! ▶️ Play the video below to see it live in action in real time.🤓Xplan Hint: Embrace the Emoji
Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular letters and numbers. If your computer's operating system or browser supports them, they will display correctly. To add an emoji: Go to Admin > Interface > Interface Select which menu/page/field you want to add the emoji to Select the "title" Open the emoji keyboard Windows: Press Windows key + . (period) Mac: Press Control + Command + Space Insert the desired emoji directly into the text field🤓 Xplan Hint: Managed Field Content
Did you know we recently made some updates to how you administer Managed Field Content? Yep, you’ve been asking for a while and we have delivered - with the right capabilities, you can now delete managed field content created by another user. And you can edit the name of saved content without it creating a new item! You’ll need the capability “User Settings - Administer Manage Field Content” but then you’re good to go. This small but mighty enhancement will make it so much easier to manage content when someone leaves a practice, gets promoted into a new role, or you just want to do a clean-up.
Multiple email signature
Hi Team, Not sure if someone has asked this before, but is there a way to set up multiple signatures in Xplan? We've started to trial users with hybrid roles, and we realised that it can get quite tricky when the user would need to send out an email as only one signature template/setting can be saved at a time. I understand that we can either use a primary User Group Signature or a personalised one, but is there a way to seamless switch between the two options when in email mode (without having to change the user settings every time)? Thank you 😊🤓 Xplan Hint: When you just want to see the document before completing the wizard in full.
Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to end up in the document”, while they’re ticking boxes and adding content within an Xplan wizard. I’m a big believer that all content should be entered into the Xplan wizard and not added post-merge - for lots of reasons, like compliance audit trails and making it super easy to redo a recommendation if you had to - but I know not everyone does it that way. Now, with Xmerge preview, there’s one less excuse! 💡 But perhaps more importantly, Xmerge preview enables you to stop downloading sensitive client information locally. i.e., to your computer or your server. It’s fair to say that everyone is acutely aware of cyber attacks and the risks of exposing sensitive information, but have you really thought about the risks of holding sensitive data locally? Physical Theft/Loss of a laptop Malware & Info-Stealers Ransomware Lack of Encryption Supply Chain Attacks Browser Extension Exploitation Reputational Damage …the list goes on 🔒 Xmerge preview negates the need to download the document at all. Simply preview the document at the end of the wizard, hit the merge button to run the document, then have it save automatically as a file note that has a template setting to share in Client Portal and notify your client that they can securely log in on their end to view it! If you missed this then it’s likely you haven’t gotten around to subscribing to the release notes in Xplan yet. Do that first - subscribe! Then check out the preview function in your site from Version Xplan 25.7.445.🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios > Analytics: Click on the “Detail” tab: Then on the right-hand side of the screen, select Action > Export Calculation Details: If you need a brush-up on how the returns are calculated, check out this fantastic Community guide.
