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Try these: client detailstasks syntaxsuperannuation

Formatting Date + Time objects

Date & time fields in Xplan may not respond to the usual date formatting you are familiar with.  The best example of this is the last review date field, may users try to format it with something like this: <:=$client.kyc_last_review.format(‘%d %B %Y’):>  only to find it outputs the full date and time data as if the .format() wasn’t even in the code.

Instead you will need to use the following syntax:

Setec Astronomy

<:=dateutils.getDateTime(str($client.kyc_last_review)).strftime(‘%d %B, %Y‘):>

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