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Try these: client detailstasks syntaxsuperannuation

Reviews

Xmerge code to help you output details for all the clients reviews:

Setec Astronomy

<:for item in $client.review:>
Type: <:=item.type:>
Description: <:=item.desc:>
Status: <:=item.status:>
<:end:>

Fields

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

Field

Path

Syntax

Entity    
Type type <:=item.type:>
Description desc <:=item.desc:>
Date date <:=item.date:>
Responsibility adviser <:=item.adviser:>
Frequency frequency <:=item.frequency:>
Status status <:=item.status:>
Comment review_comment <:=item.review_comment:>
Additional    
Scheduled Start time <:=item.time>
Scheduled End end_time <:=item.end_time:>
Completed Date date_completed <:=item.date_completed:>
Cancelled Date date_cancelled <:=item.date_cancelled:>
Manual Completion manual_completion <:=item.manual_completion:>
Index index <:=item.index:>

Last Review Date

KYC Last Review

This is a manual field where it is common to add the last review date:

Setec Astronomy

<:=$client.kyc_last_review:>

Last Review from Group

This limits the loop to only show the first result which is filtered to status and most recent date completed:

Setec Astronomy

<:for item in $client.review.filter(‘status=Completed’).sort(‘-date_completed’)[:1]:>
Date: <:=item.date:>
<:end:>

Last Review from Group

This is similar to the above but avoids constructing any loops:

Setec Astronomy

<:=[str(x.date) for x in $client.review.filter(‘status=Completed’).sort(‘-date_completed’)[:1]][0]:>

See also

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