How to know the currency of a field?

Hi everyone,

I need to access the currency type (ISO 4217) of a currency field because I need to print it in a pdf. I'm using the pdf manager to get the values of the fields from the actual record. Is there a way to get the currency type from the pdf manager?

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0 Dave Hodgman over 2 years ago

For the benefit of others in future who don't have the option of using logic hooks and vardefs, I've found that it is possible to implement a purely BPM solution to create calculated fields within the record that can then be pulled into email and document templates.

ifElse(equal(related($currencies,"iso4217"),""),"AUD",related($currencies,"iso4217"))

ifElse(equal(related($currencies,"symbol"),""),"$",related($currencies,"symbol"))

The ifElse is needed to deal with the default currency, you will need to replace "AUD" and "$" with your defaults.
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0 Tony Romano over 2 years ago in reply to Dave Hodgman

hi Dave, sounds interesting but you lost me
can you provide a little more detail please?

Appreciated in advance.
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0 Tony Romano over 2 years ago in reply to Dave Hodgman

hi Dave, sounds interesting but you lost me
can you provide a little more detail please?

Appreciated in advance.
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0 Dave Hodgman over 2 years ago in reply to Tony Romano

Hi Tony,

I created two calculated text fields in the Opportunity table using those formulas. I'm then able to pull the currency code and symbol from those fields into the email or document templates. Make sense?

Dave
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