Client Management - Client Searching: Advanced Search - Search Syntax

Client Management - Client Searching: Advanced Search - Search Syntax

Search Syntax Overview

Syntax searching allows you to manually build a search criterion using XPLAN syntax.

  1. Click Add in the Advanced Search screen. A variety of different searching criteria displays.
  2. Select the Syntax
  3. Enter the Search Syntax
  4. Click Add.

 

Syntax Operators

Logic

Operator syntax

Equal

equal

Not Equal

not_equal

Contain

contain

Not Contain

not_contain

Greater Than

Greater

Less Than

less

Equal Date

equal_date

Greater Than Date

greater_date

Less Than Date

less_date

Equal Month (name)

equal_month

Greater Than Month (name)

greater_month

Less Than Month (name)

less_month

Is Blank

blank

Is Not Blank

not_blank

Contained Within

contained_within

Not Contained Within

not_contained_within

Contains Any

contains_any

Not Contains Any

not_contains_any

Starts With

starts_with

Not Starts With

not_starts_with

Ends With

ends_with

Not Ends With

not_ends_with

Greater Than or Equal

greater_or_equal

Less Than or Equal

less_or_equal

Older Than (days)

before_date

Not Older Than (days)

not_before_date

Later Than (days)

after_date

Not Later Than (days)

not_after_date

Older Than (months)

before_month

Not Older Than (months)

not_before_month

Later Than (months)

after_month

Not Later Than (months)

not_after_month

Older Than (years)

before_year

Not Older Than (years)

not_before_year

Later Than (years)

after_year

Not Later Than (years)

not_after_year

Between (days and (days)

between_days

Between (months) and (months)

between_months

Between (days) and (days) In The Past

between_past_days

Between (months) and (months) In The Past

between_past_months

 

Search Syntax Example: Address and Contact

The following information is for address and contact syntax searching.

  • Syntax format:
    • $entity.compare('group.field', op, value)
    • Where:
    • Group is entity_contact (Contact group) or entity_address (Address group)
    • Field is the field name in the group.
  • Examples
    • <:let result = $entity.compare('entity_contact.value', 'equal', '123456'):>
    • <:let result = $entity.compare('entity_contact.value', 'blank'):>

 

Search Syntax Example: Search for Client's Partner

Two syntax formats available.

  • Syntax Format 1:
    • $entity.compare('partner.group.field', op, value)
    • Where:
    • Group is entity_contact (Contact group) or entity_address (Address group)
    • Field is the field name in the group.

  • Syntax Format 2:
    • $entity.compare('partner.field', op, value)
    • Where:
    • Field is the field name in entity group

  • Examples
    • <:let result = $entity.compare('partner.entity_contact.value', 'equal', '123456'):>
    • <:let result = $entity.compare('partner.entity_contact.value', 'blank'):>
    • <:let result = $entity.compare('partner.first_name', 'equal', 'John'):>

    • Related Articles

    • Client Management - Client Searching: Advanced Search

      Advanced Search Overview The purpose of this guide is to provide you with instructions how to use the Advanced Search function of XPLAN. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, ...

    • Client Management - Client Searching: Advanced Search - Advanced Search Criteria

      Advanced Search Criteria   List item must meet all criteria The checkbox List item must meet all criteria can be used when a client may have multiple items in categories, such as two or more postal addresses. With the checkbox unticked, AND criteria ...

    • Client Management - Client Searching: Quick Search

      Quick Search Overview The purpose of this guide is to provide you with instructions on how to perform a Quick Search in XPLAN.  To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018) ...

    • Client Management - Search: Insurance Policy

      Searching for Insurance Policy Overview The purpose of this guide is to provide instructions on using the Insurance Policy Search function in XPLAN.  Insurance Policy searching can be conducted using the Advanced Search function, alternatively you ...

    • Client Management - Search: Loans

      Searching for Loans Overview The purpose of this guide is to provide instructions on using the Loan Search function in XPLAN. Loan Search is used to find and report on loan-type Liabilities held by clients. Loans can also be directly edited from Loan ...

    • Popular Articles

    • Wealth Axis Files - Naming Convention

      File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...

    • Wealth Axis Wizards - Overview

      Overview  This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...

    • New User Manual - Admin

      XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...

    • Administration - Email: Setting up the Outlook Plugin

      Outlook Plugin - Overview  Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...

    • XPLAN Workshop - XPLAN Client Setup

      Introduction Overview     Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...

    • Recent Articles

    • XPLAN Legislative Rates June 2022

      XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022.  Social Security Rate Changes - July 2022 The rate ...

    • XPLAN: Task Notifications - Redirecting

      XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...

    • XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)

      XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...

    • XPLAN Version Enhancements - November 2021 (Version 21.11.194)

      XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...

    • XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021

      HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their  XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...