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Consent Syntax

The consent Xplan Element (XE) allows you to record details of authorities and key consent documents needed for client or user files:

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<:if len($client.consent):>
<:for item in $client.consent:>
Description: <:=item.desc:>
Expire Date: <:=item.expiry_date:>

Consent Group Fields

All the fields below can be used in the loop above:




Description desc <:=item.desc:>
Content content <:=item.content:>
Purpose of Consent (Client) specific_purposes_client <:=item.specific_purposes_client:>
Purpose of Consent (User) specific_purposes_user <:=item.specific_purposes_user:>
Purpose of Consent (Professional) specific_purposes_profadviser <:=item.specific_purposes_profadviser:>
Purpose of Consent (Referrer) specific_purposes_referral <:=item.specific_purposes_referral:>
Purpose of Consent (Supplier) specific_purposes_supplier <:=item.specific_purposes_supplier:>
Linked Note linked_docnote <:=item.linked_docnote:>
Created Date created_date <:=item.created_date:>
Agreed Date agreed_date <:=item.agreed_date:>
Expiry Date expiry_date <:=item.expiry_date:>

Checking if consent expired

By simply comparing dates you can determine if a consent record is still valid or has expired.  The below syntax will return False for records that have expired or are expiring today.

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<:for item in $client.consent:>

Another example below, with different outputs based on if the consent is still valid or not:

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<:for item in $client.consent:>
<:if datetime_merge<=item.expiry_date:>
Consent still valid for <:=datediff(datetime_merge,item.expiry_date).days:> days
Consent has expired

See also

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