Workflow considerations for currency fields

You can use currency fields in active link, filter, and escalation actions. Currency fields behave like other fields in workflow actions, with these exceptions:

  • The Change Field active link action cannot access the currency code menu attached to the field.
  • The Set Fields and Push Fields actions allow only the overall value of the field to be set. You can use the overall value or any portion of the value (such as the date) as a data source.
  • The first functional currency entered is the currency that is used in workflow and searches.

Currency fields have four functions: CURRCONVERT, CURRSETDATE, CURRSETTYPE, and CURRSETVALUE. These functions are not supported in a progressive view. For more information, see Assigning-values-using-function-results.


Related topic

Creating-currency-exchange-ratios

Because the currency field is a complex type, it has special rules for conversion to and from other data types.

Conversion from currency

Target data type

Data conversion rule

Character or Diary

The decimal value, with the currency code to the right.

Decimal, Real, or Integer

The decimal value only, dropping the fraction as necessary.

Date/Time, Date, or Time

The decimal value converts to a long date value.

Selection

The decimal value converts to an integer value.

Conversion to currency

Source data type

Data conversion rule

Character or Diary

Parses the string to get a number and symbol. If the currency code is valid, the following rules are applied:

  • If the currency code represents one of the allowable currencies for the field, the currency value and code are used as is. For example, if 100 USD is entered, the data is converted to 100.00 USD.
  • If the currency code does not represent one of the allowable currencies for the field:
    • If a currency ratio exists between the currency code and the primary allowable currency for the field, the value is converted to the primary allowable currency.
    • If no ratio exists between the currency code and the primary allowable currency, the data is set to NULL. If the currency code is invalid, the data is set to NULL.

Decimal, Real, or Integer

Converts the numeric value to Decimal, and then appends the primary allowable currency code.

Date/Time, Date, or Time

Converts the numeric value of the time stamp to Decimal, and then appends the primary allowable currency code.

Selection

Converts the numeric value to Decimal, and then appends the primary allowable currency code.

 

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