A different approach that allows for a lot more flexibility when dealing with multiple conditions is shown below. You will note that code can also be more human friendly – instead of relying on knowing that status 1 = open we can easily write that as part of the filtering:
<:for item in [x for x in $client.objectives if str(x.category.text)==’Retirement’ and str(x.status.text) == ‘Open’]:>
But what are objectives?
Objectives are the overarching aspirational sum of what the client is trying to achieve, for example a retirement objective might be “retire comfortably by 70”.
A director is an individual who leads or supervises a particular area of the a company. In Xplan directors can be stored in the standard Directors Xplan element and the syntax contained inside can be used to output those details