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Try these: client detailstasks syntaxsuperannuation

FSG History

Syntax to output details from the Financial Services Guide (FSG) History:

Setec Astronomy

<:for item in $client.fsg:>
FSG Version: <:=item.fsg_version:>
Date Provided: <:=item.date_fsg_provided.format(‘%d %B %Y’):>
<:end:>

FSG History Fields

The fields below can be used in the loop above

Field

Path

Syntax

FSG Version fsg_version <:=item.fsg_version:>
FSG Version Date fsg_version_date <:=item.fsg_version_date:>
Date Provided date_fsg_provided <:=item.date_fsg_provided:>
Adviser Profile fsg_adviser_profile <:=item.fsg_adviser_profile:>
Adviser Profile Date fsg_adviser_profile_date <:=item.fsg_adviser_profile_date:>
Adviser Profile Version fsg_adviser_profile_version <:=item.fsg_adviser_profile_version:>
FSG Issuer fsg_issuer <:=item.fsg_issuer:>
Method of delivery fsg_method_of_delivery <:=item.fsg_method_of_delivery:>
More    
Attachment fsg_attachment <:=item.fsg_attachment:>
FSG Comment fsg_comment <:=item.fsg_comment:>
Created and Modified    
Created Time fsg_createdtime <:=item.fsg_createdtime:>
Last Modified Time fsg_modifiedtime <:=item.fsg_modifiedtime:>
Last Modified By fsg_modifiedby <:=item.fsg_modifiedby:>

Sorting FSG History

Setec Astronomy

<:for item in $client.fsg.sort(‘date_fsg_provided’):>
FSG Version: <:=item.fsg_version:>
Date Provided: <:=item.date_fsg_provided.format(‘%d %B %Y’):>
<:end:>

Reverse Sort Order

Setec Astronomy

<:for item in $client.fsg.sort(‘-date_fsg_provided’):>
FSG Version: <:=item.fsg_version:>
Date Provided: <:=item.date_fsg_provided.format(‘%d %B %Y’):>
<:end:>

See also

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