CopyToWithholdingFields

CopyToWithholdingFields loads the withholding fields from the database and updates them based on the values specified in the business rule. The <From> element identifies the math variable or field where a value is being obtained. The <To> element identifies the field that is being updated.

The optional <Test> elements allow conditional logic to be configured, to determine whether the Withholding fields of a pending activity should be updated. If multiple test conditions are configured, they are viewed as AND statements; if all conditions are not met, the update will not be made.

Only one set of withholdings can be updated by a rule.

In addition to field values, CopyToWithholdingFields will automatically update the OptionText of combo box and radio button fields.

CopyToWithholdingFields Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description
<CopyToWithholdingFields> Required opening and closing tag.

 

 

POLICYGUID

Required attribute for policy level update:
PolicyGUID

Identifies the policy for which withholding will be updated

CLIENTGUID

Required attribute for client level update:
ClientGUID

Identifies the client for whom withholding will be updated

<Tests>

Optional element:   

Allows for further definition of the activities that may be updated.

 

 

<Test>

Required element if <Test> is present.    

 

A conditional statement that tests a MathVariable or Field against another MathVariable, Field, or literal value.

<Fields>

Required element:
Opening tag of fields configuration.

   

<Field>

Repeatable element:
The opening and closing tag that encompasses <From> and <To>.

   

<From>

This element is used to specify the math variable or withholding field where the data should be copied from.

 

Required element value:
MathVariable/WithholdingField

Name of MathVariable or field from the transaction.

<To>

Required element:
This element is used to specify the fields in the Withholding screen where the data will be copied to.

 

Required element value:
Field

Name of the field in Withholding screen .

XML Example

<CopyToWithholdingFields POLICYGUID="Activity:PolicyGUID">
<Tests>
<Test TYPE="Expression">1 = 1</Test>
</Tests>
<Fields>
<Field>
<From>Activity:FederalAmount</From>
<To>FederalAmount</To>
</Field>
<Field>
<From>Activity:FederalPercent</From>
<To>FederalPercent</To>
</Field>
<Field>
<From>Activity:StateAmount</From>
<To>StateAmount</To>
</Field>
<Field>
<From>Activity:StatePercent</From>
<To>StatePercent</To>
</Field>
</Fields>
</CopyToWithholdingFields>
<CopyToWithholdingFields POLICYGUID="Activity:PolicyGUID">
<Tests>
<Test TYPE="Expression">1 = 1</Test>
</Tests>
<Fields>
<Field>
<From>Activity:FederalAmount</From>
<To>FederalAmount</To>
</Field>
<Field>
<From>Activity:FederalPercent</From>
<To>FederalPercent</To>
</Field>
<Field>
<From>Activity:StateAmount</From>
<To>StateAmount</To>
</Field>
<Field>
<From>Activity:StatePercent</From>
<To>StatePercent</To>
</Field>
</Fields>
</CopyToWithholdingFields>

 

 

 

 

 

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