Workbench Attributes

Use this page to pass invoice- and line-level custom attribute values to Determination. The most common uses of custom attributes are setting limited-use exemption criteria and triggering TransEditor conditions and actions.

In addition to passing invoice- and line-level custom attributes, you can view calculation details and XML data, and export a scenario.

Workbench Attributes Field Reference

Attribute1-n or (Attribute Name)

The attribute number or name of the attribute for which you are setting a value.

Attribute Value

A value for the associated attribute.

Pass an invoice-level attribute value

  1. Enter the value next to the desired attribute name or number.
  2. Repeat for as many attributes as you want to populate.
  3. Click Submit to save the attributes.

Pass a line-level attribute value

  1. Click the Line Data button if necessary. This button does not appear if you are already in line configuration mode.
  2. Select the desired line by choosing a number from the Line menu. If you need to see details about a line, you can toggle back and forth by clicking the Line Items and Line Data buttons.
  3. Enter the value next to the desired attribute name or number.
  4. Repeat for as many attributes as you want to populate.
  5. Click Submit to save the attributes.

View XML data

  1. Navigate to the Actions menu.
  2. Select XML Input, Allocated XML Input, Filtered XML Input, or XML Output. For more information, see Viewing Workbench XML Data.

View calculation details

  1. Click Submit to save your scenario.
  2. Click Results in the Selected Scenario section.

Export a scenario

You can export the selected scenario, or all scenarios associated with this company:

  1. Select Properties from the Actions menu.
  2. Click one of the following:
    • This Scenario to export only the selected scenario.
    • This Scenario and All Siblings to export the selected scenario and all other scenarios associated with the selected company.
  3. Click Save.
  4. Browse to or enter a filename to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.