Does clicking help not open your help menu anymore? Do you find yourself longing for the old xplan help menu?
A powerful keyboard shortcut for navigating around XPLAN. Essential for power users and multi-site administrators.
Kodee our xplan xmerge chatbot recently launched! Let's take a moment to look at some of the broad data that has come out of the 1st week of go live.
Kodee is an experimental xplan xmerge chatbot designed to help users easily search and discover xmerge code. Kodee has just launched so click here to read more or come say hi to Kodee.
A quick tip to show you how to access a handy feature, where within XPLAN, the user can access syntax and documentation, see examples, even test syntax and download templates of all the standard outputs for WealthSolver.
"Any fool can write code that a computer can understand. Good programmers write code that humans can understand" even working with Xmerge this quote has meaning and something to always keep in mind
Another example of a key function that often gets used. Here we build up on our previous work with sentence syntax and join() function to see how it can deliver on less code, consistency and ease of readability.
Let's take a look at how to easily get the 'text' attribute of a multi field so we can avoid static and lengthy hard-coding to help deliver the outputs clients want
Xplan of today is interconnected with its data, the general idea being that a user should only enter client data once and that same data then flows to all the advice tools and modelling. To do this though means using standard areas and locations to draw the data from. The result is that today's solutions need to be double checked before falling back on custom fields and groups in order to maximise this linking and reduce double entry for users wherever possible.
A look at what to expect from Create in 2016 and also a heads up about an exciting new IRESS community available