Currency values in lists

In lists, currency values are displayed in the user’s session currency formatted for display in the user’s locale. Typically the currency symbol is followed by a formatted number.

Different field types appear as follows:
  • Currency field type: Value in user’s session currency
  • Price field type/Calculated: Value in user’s session currency
  • Price field type/Fixed: Value in currency as entered by the user
  • Price field type/Multiple: Value associated with the user’s session currency if this value exists; otherwise, the first value entered is converted to the user’s session currency
A Globe icon is displayed beside the currency value that enables the value to be changed to one of the following values:
  • Value as entered by the user
  • Value in session currency
  • Value as entered and, in brackets, the value in reference currency.
The icon appears when the user’s session currency is different from the currency entered. Clicking the icon cycles through the listed displays.

In the preview for the record, currency values are shown as entered, formatted for display in user’s locale.

Aggregation

Aggregation operations can be used on currency columns. Aggregation operations include total, group by, average, minimum, and maximum. Aggregation is done in two steps:
  • Aggregate the reference currency values for all records
  • Convert this aggregate to the user’s session currency for display
Note: Because the conversion rate between the currency field’s value (what is displayed) and its reference currency value (used for the aggregation) might have changed, the result may not be what the user expects.
This limitation extends to different price types.
  • For price type fixed, the calculated reference value can be old.
  • For price type multiple, the reference value of the first price entered is used. The other values are not used.

The aggregate value is shown formatted in user’s locale with a currency symbol. Currency fields are stored with four decimal places, and aggregates have four decimal places. For upgrades, you must set the glide.currency_price.use_all_fraction_digits property. See Change currency decimal places for more information.

Filtering

You can set up filters on currency fields. The currency value is entered as a currency code and numeric value. Filtering is done in two steps:
  • The filter currency value is converted to the reference currency.
  • The filter’s calculated reference value is compared with the reference value in the records.

Matching records are shown in the list view.

Note: Because the conversion rate used when the filter is run might be different than the conversion rate used when calculating the reference values in the individual records, filtering results might not provide the expected result.
This limitation extends to different price types.
  • For price type fixed, the calculated reference value can be old.
  • For price type multiple, the reference value of the first price entered is used. The other values are not used.