By default, the currency values that appear in the FX Currency fields in lists and
reports are the values that you directly enter into the FX Currency fields. For reports, the
aggregations of FX Currency fields are, by default, reference currency values.
FX Currency values in list views
In lists, FX Currency values appear as a formatted currency string returned from
getDisplayValue().
For an FX Currency field that depends on another FX Currency field, the currency value
comes from the Currency Instance [fx_currency2_instance] record associated with the latter.
The display value format is based on how you configured its display settings in
Filtering FX Currency values in lists
In lists, FX Currency field filtering behaves differently than with standard currency
fields. The filtering takes place using the currency type selected when a currency value is
originally entered into an FX Currency field. It doesn't take reference currencies into
account when you filter a list. So, if the unfiltered list contains FX Currency field
entries in multiple currencies, a filtered list would only contain those records originally
entered using the specified filtering currency.
- For example, if you entered a currency value in Euros (EUR) and the reference currency
is US Dollars (USD), the reference currency value may appear in an unfiltered list.
- However, if you filter the list, and select USD as the currency, the currency value,
originally entered in Euros, doesn't appear. In this case, only currency values
originally entered in USD would appear.
Dependent FX Currency fields
Use of FX Currency view or dependent fields enable you to use alternate display
configurations defined in for a particular FX Currency field. To learn more about FX Currency field
configurations, see Configuring FX Currency field behavior.
When you create an FX Currency field, you can mark it as dependent on another FX Currency
field. Marking an FX Currency field as dependent enables it to use the configuration
settings for the original FX Currency field to display the amount values in different
currency. Any changes that you make to the dependent field don't affect the original FX
Currency field.
FX Currency reporting, aggregation, and group by
You can select FX Currency fields for inclusion on reports, and they display in the same
manner as in list views.
- FX Currency fields appear as a formatted currency string returned from
getDisplayValue().
- If you set the Display Value Currency field in to Display in Session Currency, the session
currency assigned to the user running the report appears.
You can aggregate like reference currency values within a Currency Instance record. This is
the format for the aggregated data within the Now Platform®:
Table 1. Aggregate FX Currency value
| Type |
Description |
| String |
Value of the aggregation. If the values being aggregated are FX Currency
values, the returned value is in the
format: currency_code:currency_value such
as:
USD:134.980000
Otherwise, the returned value
is just the currency value, such as: 134.980000. Note: If the
specified field contains FX Currency values of mixed currency types, the
method is not able to aggregate the values and returns a semicolon
(;). |
For example, if the
Cost field on a transaction record is an FX
Currency field, you can group by
cost.amount or
cost.currency.
You can also use a Group By command on FX Currency fields.
- It is equivalent to grouping by currency and amount, or by reference_currency and
reference_amount, as dictated by the aggregation source.
- The value of the grouping is available by dot-walking on the FX Currency field, or
using an API such as
getDisplayValue().
