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Automate Currency based on Country Code

Kendrick Capilla

Hi,

I've been exploring ways to automate the population of the currency ID on a currency field based on the country code using formulas and BPM to no avail. I wanted to know if this feature exists and if there is a way for us to automate the currency ID based on the country without any dev work. 

Thank you in advance!

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    Hey  ! The modules are in the Opportunity where the country code field exists and the currency fields are in the RLI module. The country code I believe is a relate field in the Accounts module that relates the country name to the Opportunity module. I wanted to automate the process of updating the currency ID to its respective country (US = USD, Australia = AUD) but the issue I am having currently is that when using SugarBPM / Business Rule the currency ID cant be referenced only the currency value field. I wanted to know if there is a workaround to automate this. 

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  • 0

    Hey  ! The modules are in the Opportunity where the country code field exists and the currency fields are in the RLI module. The country code I believe is a relate field in the Accounts module that relates the country name to the Opportunity module. I wanted to automate the process of updating the currency ID to its respective country (US = USD, Australia = AUD) but the issue I am having currently is that when using SugarBPM / Business Rule the currency ID cant be referenced only the currency value field. I wanted to know if there is a workaround to automate this. 

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