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Try these: client detailstasks syntaxsuperannuation

Power of Attorney

Merge through details of the clients power of attorney:

Setec Astronomy

<:for item in $client.attorney:>
Type: <:=item.type:>
<:end:>

Group Fields

All the fields from the Xplan standard power of attorney group, that can be used in the loop above:

Field

Path

Syntax

Type type <:=item.type:>
First Name fname <:=item.fname:>
Preferred Name preferred_name <:=item.preferred_name:>
Surname lname <:=item.lname:>
Entity ID entityid <:=item.entityid:>
Notes    
Notes Notes <:=item.notes:>

Checking if a Power of Attorney exists

Using the len() function you can easily check if a power of attorney exists or not:

Setec Astronomy

<:if len($client.attorney):>
<:for item in $client.attorney:>
Name: <:=item.fname:> <:=item.lname:>
<:end:>
<:else:>
No Power of Attorney records found
<:end:>

Filtering Power of Attorneys Group

You can filter the power of attorney group using syntax like the below:

Setec Astronomy

<:for item in $client.attorney.filter(‘type=Enduring’):>
Name: <:=item.fname:> <:=item.lname:>
<:end:>

The syntax below achieves the same result, just a different style to go about it:

Setec Astronomy

<:for item in [x for x in $client.attorney if str(x.type) not in [‘Enduring’]]:>
Name: <:=item.fname:> <:=item.lname:>
<:end:>

See also

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