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Sugar BPM - Currency

Avi Orzech

I'm trying to send out emails related to opportunities but the emails don't include the Opportunity's currency, only the amount.

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  • +1 Sugar Employee Badge

    Hi Avi, 

    If you are doing this via Process Email Templates with Sugar BPM you might be hitting the Defect #75523

    If that's the case I believe it  can be worked around by creating a calculated field to show the record currency symbol with the following formula:

    ifElse(equal($currency_id, "-99"),"$", related($currencies, "symbol"))

    Unfortunately, we can't add it in Studio because SugarLogic will not allow saving the field "currency_id".

    So this has to be accomplished via module loader adding to the vardef directly, on this example for the Opportunities module:

    /Custom/Extension/modules/Opportunities/Ext/Vardefs/sugarfield_currency_symbol_c.php

    <?php
$dictionary['Opportunity']['fields']['currency_symbol_c']['labelValue']='Currency Symbol';
$dictionary['Opportunity']['fields']['currency_symbol_c']['full_text_search']=array (
  'enabled' => '0',
  'boost' => '1',
  'searchable' => false,
);
$dictionary['Opportunity']['fields']['currency_symbol_c']['calculated']='1';
$dictionary['Opportunity']['fields']['currency_symbol_c']['formula']='ifElse(equal($currency_id, "-99"),"$", related($currencies, "symbol"))';
$dictionary['Opportunity']['fields']['currency_symbol_c']['enforced']='';
$dictionary['Opportunity']['fields']['currency_symbol_c']['dependency']='';
$dictionary['Opportunity']['fields']['currency_symbol_c']['required_formula']='';
$dictionary['Opportunity']['fields']['currency_symbol_c']['readonly_formula']='';

 ?>

    After adding it, we can use the new field in the Process Email Templates adding it next to the value fields.

      

    I've attached an example package that adds this field to the Opportunities module.

    Can you test if this works for your scenario?

    currency_field_opps.zip

Reply
  • +1 Sugar Employee Badge

    Hi Avi, 

    If you are doing this via Process Email Templates with Sugar BPM you might be hitting the Defect #75523

    If that's the case I believe it  can be worked around by creating a calculated field to show the record currency symbol with the following formula:

    ifElse(equal($currency_id, "-99"),"$", related($currencies, "symbol"))

    Unfortunately, we can't add it in Studio because SugarLogic will not allow saving the field "currency_id".

    So this has to be accomplished via module loader adding to the vardef directly, on this example for the Opportunities module:

    /Custom/Extension/modules/Opportunities/Ext/Vardefs/sugarfield_currency_symbol_c.php

    <?php
$dictionary['Opportunity']['fields']['currency_symbol_c']['labelValue']='Currency Symbol';
$dictionary['Opportunity']['fields']['currency_symbol_c']['full_text_search']=array (
  'enabled' => '0',
  'boost' => '1',
  'searchable' => false,
);
$dictionary['Opportunity']['fields']['currency_symbol_c']['calculated']='1';
$dictionary['Opportunity']['fields']['currency_symbol_c']['formula']='ifElse(equal($currency_id, "-99"),"$", related($currencies, "symbol"))';
$dictionary['Opportunity']['fields']['currency_symbol_c']['enforced']='';
$dictionary['Opportunity']['fields']['currency_symbol_c']['dependency']='';
$dictionary['Opportunity']['fields']['currency_symbol_c']['required_formula']='';
$dictionary['Opportunity']['fields']['currency_symbol_c']['readonly_formula']='';

 ?>

    After adding it, we can use the new field in the Process Email Templates adding it next to the value fields.

      

    I've attached an example package that adds this field to the Opportunities module.

    Can you test if this works for your scenario?

    currency_field_opps.zip

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