Downloading - Field Definitions

Downloading - Field Definitions

Field definitions 

 1. Click on XPLAN button

2. Go to Administration Functions > Field Definitons

Go into Import/Export option on left hand side menu. 

For details on how to export field definitions, click here.

Under the Export Modified Fields area, tick the 'All Modified Groups' option and and in the 'Format area choose the 'Multiple XML in ZIP' option.

Click 'Export' on the right hand side of the screen.

    • Related Articles

    • Site Administration - Managed Field Content

      Managed Field Content Overview  The purpose of this guide is to provide instructions on utilising Managed Field Content in XPLAN. At times you may wish to allow users to generate templates for the entry of text into a field. XPLAN allows for string ...

    • Downloading - Wizards

      Click on XPLAN Button Go to User Functions > Managed Field Content > User Interface. Click into the wizard (triangular button on the left), then click on the drop down menu Xplan>user functions>managed field contact>edit interface. Click into wizards ...

    • Managed Field Content - Managed Field Content Matrix

      Managed Field Content Matrix Managed Field Name Corresponding Field Name Location of Corresponding Field [Advice] Alternative Strategies Considered Alternative Strategies Advice Process > Advice Docs Generator > SOA > Additional & Alternative ...

    • Conversion Process Guide - Field Mappings

        Field Mappings Overview Instructions for requesting choice value mappings using the unmapped values csv files  The conversion tool only maps matching values. For example, if you had a client category of Bronze on your source site and Bronze is also ...

    • Managed Field Content - Overview and Navigation

      Managed Field Content Matrix <Description> Further information on Managed Field Content Matrix here

    • 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 ...