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Troubleshooting Target Age Reset Issue in Product Cases

Learn how to address the issue of target age resetting when adding products to a case. Follow our step-by-step guide to maintain the desired target age.

By Brandon Donkersgoed

In this guide, we'll learn how to address a bug related to the target age setting in a case management system. The issue arises when the target age resets each time a product is added. We will explore the steps to set the target age, save it, and import spreadsheets to ensure the target age remains consistent. This process is crucial for maintaining accurate data when managing cases.

Let's get started

This is an issue related to the target age.

After setting the target age, it resets each time a product is added to the case. To begin, add a product.

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Click here
Step #2: Click here
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Click here
Step #3: Click here

I have one downloaded here. First, we'll set the target age to 90 and save it. Then, we'll import the spreadsheet.

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Click on "+ WHOLE LIFE ♥"
Step #4: Click on "+ WHOLE LIFE ♥"
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Click on "Rate ?"
Step #5: Click on "Rate ?"
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Change the value (90 for example)
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Save
Step #7: Save

Now, we will look at the target age, 90, and add another spreadsheet.

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Add another product
Step #8: Add another product
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Click here
Step #9: Click here
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Click on "+ WHOLE LIFE ✔"
Step #10: Click on "+ WHOLE LIFE ✔"

It is now at the target age of 85 instead of the 90 set previously.

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Click on "Interest Investment Mix ?"
Step #11: Click on "Interest Investment Mix ?"

Troubleshooting Target Age Reset Issue in Product Cases