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Adding a currency field to a form

Use this procedure to add a currency field to a form.

To add a currency field to a form

  1. Open the appropriate form.
  2. Right-click the form, and select Create a New Field > Currency.
    The new field appears on the form.
  3. Select the field.
  4. In the Properties tab, select the Currency Types property, and click its ellipsis button.
    If default allowable currency types are not specified in the AR System Administration: Server Information form, all the available currency types are selected in the Currency Types dialog box on the Allowable Currency Types tab, as shown in the following figure.

    Initial Allowable Currency Types tab without default currencies
    (Click the image to expand it.)


    If defaults are specified in the AR System Administration: Server Information form, those default currencies are selected on the Allowable Currency Types tab. For example, see the following figure.

    Initial Allowable Currency Types tab with default currencies
    (Click the image to expand it.)

    Tip

    Although BMC Remedy Developer Studio might default to using all allowable currencies when a currency field is created, select only the relevant currencies for your locale to avoid the overhead of too many conversions.

    For information about allowable and functional currencies, see Allowable and functional currencies.
  5. To change the allowable currencies for this field, perform these tasks in the Allowable Currency Types tab:
    1. In the Select Types field, select the Customize option.
    2. Use the arrow buttons to move currencies to and from the Available Types and Selected Types lists.
      Currencies in the Selected Types list appear in the menu attached to the currency field. For example:

      (Click the image to expand it.)


      If you remove all currencies from the Selected Types list, all the available currencies are allowed and appear in the menu.
    3. (Optional) To change a currency's decimal precision, click the precision field in the Selected Types list, and select a precision value from the drop-down list.
    4. In the Primary Currency list, select the currency to use when no currency code is entered in the currency field.
      If you do not select a primary currency, the first currency in the Selected Types list is used as the primary currency.
      For more information, see Currency fields.
  6. To change the functional currencies for this field, perform these tasks in the Functional Currency Types tab:
    1. Use the arrow buttons to move currencies to and from the Available Types and Selected Types lists.
      The Selected Types list must contain at least one currency. There is no maximum number, but BMC recommends that you specify no more than five functional currencies to avoid delays when you submit requests.
    2. (Optional) To change a currency's decimal precision, click the precision field in the Selected Types list, and select a precision value from the drop-down list.

      Important

      The first functional currency that is defined is used in workflow evaluations and in searches. It is critical that you define a currency exchange ratio entry for the first function currency.

  7. Click OK.
  8. In the Properties tab, you can set one or both of these currency field properties:
    • Default Value — Specifies the value that appears in the field when a user initially opens the form in New mode. The value consists of a decimal number and an allowable currency code. This value overrides the Initial Currency Type field property value set in BMC Remedy Developer Studio and the initial currency type preference set in the AR System Preference form.
    • Initial Currency Type — Specifies the currency code that appears in the field when the form opens in New mode if there is no Default Value and if the user has not specified an initial currency type in the mid tier.
  9. Set the other field properties as needed.
    See Field Properties.
  10. Select the field, drag it to a position in the form, and adjust its size.
    See Arranging fields in a form view.
  11. Right-click the form, and select Save.

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