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laura.capozzi's avatar
laura.capozzi
Icon for Iress Contributor rankIress Contributor
3 months ago

AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 1...
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sarah.burke38's avatar
sarah.burke38
Virtual Explorer
3 months ago

Hi Laura,

In using cases for compliance, I wanted to know how to quickly extract data linked in a case if it is possible? Our auditor does not like being given limited user access and still wants the relevant documents uploaded to a sharepoint file - is there a way to extract this all quickly by clicking a button or export?  It feels like duplication but they will not work another way.

Thanks 

Sarah 

  • melita.daff's avatar
    melita.daff
    Visiting Enthusiast
    3 months ago

    I second this. Our business would also like efficient functionality to download all docs linked to case quickly and efficiently. Looking forward to response.

  • laura.capozzi's avatar
    laura.capozzi
    Icon for Iress Contributor rankIress Contributor
    2 months ago

    Hi Sarah,

    While it's not ideal for file notes and benchmark data within a case to be extracted and then saved to another system/platform, this can be done using APIs.  If opting to use APIs, you would need a web developer or programmer to develop the API  integration so that the 2 systems can talk to each other. 

    Alternatively, using one of the methods detailed in the response to melita could also assist.

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